Geopolitical Oil Risks & the Future of Power: Maria Jelescu Dreyfus on Global Energy Markets

On this episode of The Money Path, host Todd M. Schoenberger sits down with Maria Jelescu Dreyfus, CEO of Ardinall Investment Management and Board Member at ExxonMobil, for a deep dive into the forces shaping energy markets today. Maria breaks down the geopolitical risks in the crude oil market, including potential supply disruptions in strategic regions like the Strait of Hormuz and Venezuela — and what it would take for major investors to return. She explains how oversupply dynamics are reflected in current prices and what geopolitical premiums might mean for future oil flows. The conversation also explores the surging demand for electricity driven by AI data centers and urban power needs, and how rising transmission and distribution costs could reshape energy infrastructure investment and utility pricing. Maria highlights the importance of grid hardening, high-voltage transmission, and power sector equipment demand as critical economic influences. Maria and Todd also discuss the competitive prospects for renewable energy sources — from utility solar and onshore wind to longer-term technologies like geothermal and magnetic fusion — and the evolving economics that could determine real market winners and losers. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: ⁠ / crosscheck-media-llc ⁠ Instagram: ⁠ / crosscheckmedia ⁠ Facebook: ⁠ / crosscheckmedia ⁠ 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #EnergyMarkets #OilPrices #GeopoliticalRisk #CrudeOil #ExxonMobil #EnergyInfrastructure #ElectricityDemand #DataCenters #PowerGrid #RenewableEnergy #UtilityCosts #EnergyTransition #MariaJelescuDreyfus #ArdinallInvestment Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.