
AI is now a critical national asset
Jun 22, 2026 - 30:48
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John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with genera...
A generational opportunity in offshore oil is an episode from Wall Street Unplugged - What's Really Moving These Markets by Frank Curzio. John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new...
This episode belongs to Wall Street Unplugged - What's Really Moving These Markets.
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Published Jun 8, 2026, 42:25 long, audio available.