How The Energy Industry ACTUALLY Works (And How I'm Investing In It)

I spent the past week doing deep research on the entire energy sector so you don't have to! 🟢 JOIN MY 5-DAY PERSONAL FINANCE WORKSHOP - https://workshop.alicecee.com/home 🟢 DOWNLOAD MY PERSONAL FINANCE TRACKER- https://www.alicecee.com/personalfinancetracker In this video, I break down the full oil & gas value chain — upstream, midstream, and downstream — explain how each segment makes money, and compare the top energy stocks and ETFs side by side using real fundamentals and valuation metrics. Whether you're looking at integrated majors like Exxon and Chevron, midstream plays like Enbridge and Keyera, or downstream refiners like Valero and Phillips 66 — this is the only energy stock breakdown you need as a long-term investor. CHAPTERS 00:50 - What Drives Oil and Gas Demand 01:50 - The Oil & Gas Value Chain 02:33 - What We Need To Know As Long Term Investors 02:45 - Upstream Revenue Model 03:51 - How E&P Producers Hedge Production With Futures 04:51 - Midstream Companies 05:26 - Midstream Revenue Model 06:34 - Downstream (Refineries) 06:57 - Downstream Revenue Model 07:50 - Macro Factors That Move Oil & Gas 08:24 - Crude Oil Prices 09:14 - Interest Rates 09:31 - AI Data Centre Demand 10:04 - Geopolitics 10:45- Integrated Majors 10:59 - Exxon Mobil Corp (NYSE: $XOM) 11:38 - Chevron (NYSE: $CVX) 12:04 - XOM vs CVX Fundamentals & Valuation 12:48 - Canadian Exposure to Integrated Majors 13:02 - NYSE:CVE vs TSE:SU 14:00 - Downstream 14:10 - Enbridge (NYSE:$ENB) 14:20 - ENB Revenue Streams 14:45 - KNB - Natural Gas Play 15:08 - $ENB vs $KNB Fundamentals & Valuation 15:55 - Valero Energy (NYSE:$VLO) 16:03 - Phillips 66 (NYSE: $PSX) 16:15 - VLO vs PSX Fundamentals & Valuation 16:54 - Oil & Gas ETF 16:58 - XLE vs VDE vs XOP vs XEG 19:07 - Midstream ETF - Alerian ML P ETF 19:38 - Final Thoughts RELATED VIDEOS 🔵 Blackrock is BLOCKING Redemptions - https://youtu.be/JQmaZLTijTg 🔵 The Global Wealth Shift Has Begun - https://youtu.be/La7u4tonn0k 🔵 The AI Bubble Sell Off - https://youtu.be/WCU2oo8EH_I WHERE YOU CAN FIND ME 🟢 SUBSCRIBE TO MY PODCAST - https://open.spotify.com/show/6VCEJZeJmLKQ9fjudIXvlP 🟢 INSTAGRAM - https://www.instagram.com/alicecee_/ 🟢 THREADS- https://www.threads.com/@alicecee_ 🟢 TWITTER - https://x.com/TheAliceCee 🟢 LINKEDIN - https://www.linkedin.com/in/alicecee/