Episode 34 - What does "Energy Independence" look like? | Exxon stock slumps | Dr. Lawrence Fedewa talks Trump - a podcast by Ryan Ray & Ellen Wald

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Shares of Elon Musk's Tesla could sink 30 percent in next 12 months, UBS analyst says
https://www.usatoday.com/story/money/2018/07/30/tesla-shares-could-fall-30-percent-next-year-ubs-says/862674002/
Tesla changed Model 3 ordering rules by removing the $1,000 down payment to reserve a car.
Now, reservation holders and new customers alike must pay a $2,500 deposit to move orders forward.
Currently, Tesla is only offering models ranging in price from $49,000 to $80,000.

Rick Perry: ‘True energy independence is finally within our grasp’
https://www.cnbc.com/2018/07/29/energy-secretary-perry-true-energy-independence-is-finally-within-ou.html
Talking up LNG, which is great, but real reason the US is a net natural gas exporter is more natural gas being exported to Mexico.
Energy independence vs. energy security
North American energy security (hemispheric including Canada and Mexico) much more realistic

Slouching Tiger: Why Exxon Isn’t Worth Its Premium
https://www.wsj.com/articles/slouching-tiger-why-exxon-isnt-worth-its-premium-1532948580
Perhaps Exxon shares are being devalued because its investment in larger scale projects is being used against it and it is being compared to Chevron, which had higher earning this quarter

Aramco IPO update: Is is ever going to happen? Consensus is that its on hold and that Aramco will buy shares in Sabic, a Saudi state run petrochemicals company instead.

Interview with Dr. Lawrence Fedewa:
- President Trump's negotiating strategy and how it is playing out with Iran
- China on the horizon: its economy and currency situation are not nearly as strong as they would like us to think

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