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Buy Hold Sell, by Livewire MarketsAuthor: Livewire Markets
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australias top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Buy Hold Sell: The commodities that still run the world (and 4 ASX stocks to play them)
Episode 482
Sunday, 12 April, 2026
The world is meant to be moving away from oil and gas, yet we are consuming more of it than ever. Global oil demand is now running at more than 102 million barrels per day, above pre-pandemic levels, and expected to continue growing according to the International Energy Agency. At the same time, oil and gas still account for roughly 55% of global energy consumption, underscoring just how far the transition still has to run. That’s not to say the shift isn’t happening. Renewables now generate close to 30% of global electricity, and clean energy investment has surged past US$2 trillion annually, well ahead of fossil fuels. But here’s the catch: existing oil fields decline at around 5–7% per year, meaning fresh supply is constantly needed just to stand still. Recent events have made that juxtaposition impossible to ignore - just ask anyone who has filled up their car at $2.50+ per litre in recent weeks. The conflict in the Middle East has provided a sharp reminder that, for all the progress, the global economy remains deeply reliant on hydrocarbons. Australia remains one of the world’s largest LNG exporters and is home to globally competitive oil and gas producers across the market cap spectrum. In this episode, Acorn Capital’s Rick Squire and Datt Capital’s Emanuel Datt discuss the energy market and run the ruler over four ASX oil and gas stocks. This episode was recorded on Wednesday, 8th April 2026.
