Geopolitical Oil Risks & the Future of Power: Maria Jelescu Dreyfus on Global Energy Markets

Описание: Geopolitical Oil Risks & the Future of Power: Maria Jelescu Dreyfus on Global Energy Markets

Energy markets are being pulled in two powerful directions: rising geopolitical risk and an accelerating global demand for electricity. In this episode of The Money Path, host Todd M. Schoenberger sits down with Maria Jelescu Dreyfus, CEO of Ardinall Investment Management and board member at ExxonMobil, for a deep and pragmatic look at what is really shaping global energy markets.

Maria explains why crude oil prices often underprice geopolitical risk, breaking down potential supply disruptions tied to regions like the Strait of Hormuz and Venezuela. She outlines what would actually need to change for large institutional capital to re-enter these markets and how current oversupply dynamics are masking longer-term vulnerabilities.

The conversation then shifts to the power side of the equation. Maria highlights the surge in electricity demand driven by AI data centers, urban expansion, and electrification, and why transmission and distribution costs are becoming one of the most important variables in energy investing. Grid hardening, high-voltage transmission, and power equipment are discussed as critical areas that could define the next phase of infrastructure spending.

Maria and Todd also explore the competitive landscape across energy transition technologies. From utility-scale solar and onshore wind to longer-dated options like geothermal and magnetic fusion, Maria offers a clear-eyed view of which technologies are economically viable today and which remain long-term bets.

If you want a grounded, investor-focused framework for understanding oil volatility, electricity demand, and the future of energy infrastructure, this episode delivers clarity without hype.

📌 What was discussed in the video:
Geopolitical risk in global oil markets
Strait of Hormuz and Venezuela supply concerns
Why oil prices often misprice geopolitical premiums
Oversupply dynamics and crude market signaling
Institutional capital and energy market re-entry
Rising electricity demand from AI data centers
Urban power needs and grid capacity constraints
Transmission and distribution cost pressures
Grid hardening and high-voltage infrastructure
Utility pricing and power sector investment trends
Renewable energy competitiveness and economics
Solar, wind, geothermal, and fusion outlook

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📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.