Disruptor Series Podcast

The Future of Energy

21 September 2022
56 min listen
AB Disruptor Episode 5
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      Richard A. Brink, CFA| Market Strategist—Client Group
      Bob Brackett| Senior Research Analyst

      Summary

      Oil prices have been volatile for the past few years, and the supply and Russia’s invasion of Ukraine upended the entire supply/demand framework.

      AB’s Chief Market Strategist Rick Brink was joined by leading energy strategists Robert Brackett, Jean Ann Salisbury, Oswald Clint and Deepa Venkateswaran to discuss how the path ahead for energy—and related investment opportunities—will be defined by how we resolve today’s “power problems.”

      The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this production, September 20, 2022. AllianceBernstein L.P. makes no representation or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this publication. This podcast segment is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AB or its affiliates. References to specific securities are presented solely in the context of industry analysis and are not to be considered recommendations by AB. AB and its affiliates may have positions in, and may affect transactions in, the markets, industry sectors, and companies described herein.

      About the Authors

      Richard A. Brink is a Senior Vice President and Market Strategist in the Client Group. Previously, he served as a managing director in the Alternatives and Multi-Asset Group. Prior to that role, Brink was a senior portfolio manager in Fixed Income, and before that an investment director for fixed-income investments within the Global Retail Investments Group. Before joining AB in 2004, he was senior product manager at the Dreyfus Corporation, covering both retail and institutional fixed-income offerings. Brink was previously a senior trainer, dealing primarily with the design and delivery of product training to financial advisors and mutual fund sales representatives. He holds a BS in applied mathematics and economics from Stony Brook University, and is a CFA charterholder. Location: New York

      Bob Brackett is a Managing Director and Senior Research Analyst covering North American oil and gas exploration and production (E&P). According to Institutional Investor's buy-side survey, as of 2015 he was the number-one analyst for this sector for the third year running. Previously, Brackett was director of E&P planning and director of corporate strategy for the Hess Corporation. Before Hess, he was an engagement manager with McKinsey & Company's petroleum practice, serving most of the world's largest oil companies across five continents and 30 countries. Brackett began his career with ExxonMobil, spending eight years in exploration, business development, and development and research. He holds a BS in geophysics and a BA in astronomy from the University of Texas, an MBA from Rice University and, as a NASA space grant fellow, a PhD in earth and planetary sciences from Washington University in St. Louis. Location: New York