COVID-19 and global energy markets
COVID-19 and global energy markets
In this week’s episode of Manifest Density, Michael Moran welcomes Robert McNally, a renowned oil and gas analyst at Rapidan. The duo discusses the changes in oil prices following the Covid-19 pandemic, from a geopolitical perspective. McNally shares his prediction on the energy transition in the coming decades.
Robert McNally is based in Washington, DC and has over 29 years of government and market experience as an international energy consultant, senior White House policy official, and hedge fund strategist. His expertise spans government, economic, security, and environmental sectors. He is the author of the award-winning and acclaimed book Crude Volatility: The History and the Future of Boom-Bust Oil Prices (Columbia University Press, 2017).
Robert has testified before Congress on energy markets and national security, published on energy in Foreign Affairs (co-authored with Michael Levy), and has been interviewed by CNN, The Economist, NPR, Financial Times, Washington Post, New York Times, PBS’ Great Decisions in Foreign Policy series, Bloomberg News, and other leading journals and programs. He is a non-resident fellow at the Columbia University Center on Global Energy Policy. From 2001 to 2003, he served as the top international and domestic energy advisor on the White House staff, holding the posts of Special Assistant to the President on the National Economic Council and, in 2003, Senior Director for International Energy on the National Security Council. He started his professional career as an oil market analyst and for 12 years analyzed energy markets, macroeconomic policy, and geopolitics for portfolio managers at Tudor Investment Corporation. Robert earned his B.A./B.S. in Political Science and International Relations from American University and his M.A. in International Economics and Foreign Policy from Johns Hopkins School of Advanced International Studies (SAIS).
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