oil
9 statements across 9 episodes · 2 bullish · 7 bearish · 3 people on the record · first statement Mar 15, 2020 by Chamath Palihapitiya · across every show →
Everything said about oil, oldest first
Mar 15, 2020 bearish
Nov 4, 2020 positive
Nov 25, 2020 bearish
Mar 26, 2022 bearish
Jun 30, 2022 bearish
Jun 20, 2024 bearish
Jun 28, 2025 bullish
Oct 10, 2025 bearish
Chamath: Nuclear, solar, and natural gas will diminish global oil demand in 10-20 years
“Eventually in the 10 or 15 or 20 year timeframe, you'll have an abundance of electrons from nuclear. In the meantime, you have an abundance of electrons from net gas. You have an abundance of electrons, frankly, from solar. And all of these things will ultimat…”
Jan 10, 2026 bearish
Chamath: Hydrocarbons will perform poorly, oil more likely to hit $45 than $65
“I won't say the worst performing, but I think a very poor performing asset will be hydrocarbons. I just think that the trend in oil, Is inexorable and it's down. And the reason it's down is irrespective of your thoughts on climate change, the trends on electri…”