Oil Politics & the Electricity Boom: Maria Jelescu Dreyfus on Energy’s 2026 Inflection Point

Описание: 📍 The Money Path LIVE — Friday, January 16 at 2:00 PM ET
Host Todd M. Schoenberger is joined by energy expert Maria Jelescu Dreyfus, CEO of Ardinall Investment Management, for a forward-looking discussion on today’s most critical energy trends and investment opportunities.

The energy landscape in 2026 is defined by contradictions and rapid evolution. Oil markets are navigating geopolitical risk premiums and persistent oversupply, with conflicted supply/demand dynamics in Venezuela, Iran, and the Black Sea region triggering price volatility and uncertainty. Prices remain range-bound even as tensions simmer, keeping traders and producers on edge.

But oil isn’t the whole story. Across the globe, electricity demand is rising fast, driven by AI, data centers, electrification and industrial growth — and energy infrastructure is struggling to keep pace. Both the U.S. Energy Information Administration and IEA forecast record electricity use in 2026 and beyond, with power consumption from data centers and electrification outpacing conventional growth.

Maria will unpack what this means for:

➡️Oil price drivers and how geopolitical risk vs. oversupply affects crude valuations

➡️Electricity market evolution, including grid constraints, power pricing trends, and AI-driven demand

➡️Natural gas and LNG export growth as a bridge fuel and global energy security pillar

➡️Winning energy investment themes — from power generation and transmission to integrated energy equities and infrastructure

➡️Emerging policy and market signals shaping energy pricing and volatility

If you want real-time, expert insight on where energy markets are heading — and how to position for it — this episode delivers.

⏰ LIVE at 2:00 PM ET
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