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
Assertion Contradicted
Chamath: Occidental Petroleum needs $80/barrel oil to service its debt
“Some of these guys like oxy petroleum needs oil to be at 80 dollars a barrel for them to make their debt payments.”
Chamath Palihapitiya Mar 15, 2020 ▶ 1:09:12 E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
Nov 4, 2020 positive
Assertion Supported
Chamath: Market futures and oil are up on election night while gold drops
“Boys, all markets are now up. Everything is green. Dow futures, S&P, 500 futures, NASDAQ futures. Oil is up. Gold is down.”
Chamath Palihapitiya Nov 4, 2020 ▶ 37:29 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Nov 25, 2020 bearish
Prediction Didn’t hold up
Palihapitiya: Wind and solar will make oil extraction economically infeasible by 2024
“The cost of wind and the cost of solar is going to make pulling the oil out of the ground economically and feasible within three or four years.”
Chamath Palihapitiya Nov 25, 2020 ▶ 1:16:17 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Mar 26, 2022 bearish
Assertion Partly supported
Gerstner: Oil crossing $120 per barrel has historically always preceded a recession
“We've never had oil over a 120 bucks and not gone into a recession.”
Brad Gerstner Mar 26, 2022 ▶ 1:27:26 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Jun 30, 2022 bearish
Prediction Didn’t hold up
Chamath: Crude oil could reach $180 per barrel by late 2022
“You could have a 180 dollar barrel oil by November, December when it's cold, not just here, but in continental Europe. Now all of a sudden inflation gets kicks right back up again.”
Chamath Palihapitiya Jun 30, 2022 ▶ 1:12:19 E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
Jun 20, 2024 bearish
Prediction Not checkable as stated
Trump: Oil prices will skyrocket if Democrats win the election
“They're not happy about it, but if this election were won by them, I can tell you right now, you would be, we would see oil go through the roof because they would really close it up.”
Donald J. Trump Jun 20, 2024 ▶ 13:04 In conversation with President Trump
Jun 28, 2025 bullish
Assertion Not checkable as stated
Chamath: Middle East is closer than ever to monetizing its oil
“Now the Middle East is the closest it's ever been To fully monetizing the oil that they have, and to invest aggressively into their own people.”
Chamath Palihapitiya Jun 28, 2025 ▶ 32:36 12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
Oct 10, 2025 bearish
Prediction Open · timeframe Oct 2045
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…”
Chamath Palihapitiya Oct 10, 2025 ▶ 8:04 Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
Jan 10, 2026 bearish
Prediction Didn’t hold up
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…”
Chamath Palihapitiya Jan 10, 2026 ▶ 1:11:05 All-In's 2026 Predictions
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