#138: Clay Seigle (Rapidan Energy Group) - $90 Oil, the Relevance of OPEC & How China Influences Global Energy Prices
Greetings & welcome back to the rose bros podcast.
This episode we are joined by Clay Seigle - Director, Global Oil Service at Rapidan Energy Group - a provider of energy research and analysis for investors, global companies & policy makers.
Clay has 23 years of experience in the energy industry with specific focus on oil market intelligence and trading strategy, with recent senior management roles at Vortexa and Genscape.
Previously, he was Energy Segment Lead at Maxar and served in several roles at IHS, including Director of its Global Oil advisory service. Prior to IHS, Clay was Senior Oil Market Analyst at Enron and an Analyst at the US Department of Energy.
Clay has lectured on energy security and geopolitical risk at events hosted by The Atlantic Council, KAPSARC, The Baker Institute, S&P Platts, Thomson Reuters, and Argus.
His published works include “Mispricing the Russia Risk Factor” (Petroleum Economist, February 2022).
Clay has been a guest on CNBC’s “Fast Money” and “Worldwide Exchange,” and on CNN’s “Newsroom,” and has been interviewed in The New York Times, The Wall Street Journal, The Houston Chronicle, Bloomberg, and Reuters.
Clay earned his B.A. in Government from the University of Texas at Austin, and his M.A. in International Economics and Foreign Policy from The Johns Hopkins University’s School of Advanced International Studies (SAIS).
Among other things we discussed oil prices at $90, energy security, market intelligence & the importance of a Chinese recovery on oil demand.