Bernie Sanders Channels Donald Trump With His Green New Deal
Bernie Sanders Green New Deal comes with a hefty dose of populism that detracts from rational policy making.
View ArticleOil Market Surprise: Return Of The Bulls
Financial data indicates that the global oil market has tightened notably in the past few weeks.
View ArticleDemocrats Debate Climate Change Policies! Blame 'Them'
In debating climate change, Democrats made many promises and appealed to their base, but ducked hard questions like who would pay for their plans (answer: not the public).
View ArticleWhere Does OPEC+ Go From Here?
The new Saudi Energy Minister does not face a strong test at this week's Joint Ministerial Monitoring Committee, but longer term, there is likely to be a lot of pressure on the Saudis, OPEC, and...
View ArticleU.S. Exports Are Revolutionizing The LNG Market
The competitive behavior of U.S. LNG exporters is revolutionizing the market, but the reliance on relatively expensive feedstock could be problematical during periods of low market prices.
View ArticleSlowing Permian Oil Supply Might Be Reversed Soon
The recent slow-down in Permian oil production growth might represent producers waiting for higher prices and new pipelines come online, rather than a geological peak.
View ArticleThe Oil Price War Pits Efficiency Against Security
Having highly concentrated oil assets can yield efficiency, but if they are high-cost, like U.S. shale, the price risk is increased.
View ArticleThe Danger That Government ‘Help’ For Oil Frackers Will Only Cause More Mess...
Some propose assistance to the oil industry that would set prices. This would be a huge mistake.
View ArticleThe Oil Price Recovery: It’s The Inventory Overhang That Matters
The biggest question for oil markets is OPEC+'s ability to cope with the inventory overhang, post-pandemic.
View ArticleWinners And Losers When Oil Tanks Are Full
The spot market will dry up while demand is down by 25%, and those countries and companies relying on it will be hurt most.
View ArticleGovernment Assistance For The Oil Industry: What Could Go Wrong?
Governments have a long history of bumbling energy policies.
View ArticleNegative Oil Prices Are A Long Squeeze, Not A Crisis
Negative oil prices appear to reflect a long squeeze, not the actual physical surpus.
View ArticleSome Clarity On Oil Storage Capacity Estimates
The difference between working storage capacity and shell capacity estimates for crude oil can be confusing.
View ArticleIs Driving Resuming In America? One Week’s Data Doth Not A Driving Season Make
Weekly data on gasoline demand is indicative of recovery, but hardly definitive or precise.
View ArticleKey Indicators On The Oil Price Path ‘After’ Covid-19
Some suggested indicators that might foretell the oil price path.
View ArticleIran’s Gasoline Shipments To Venezuela Are A Historical Embarrassment
Oil-rich Venezuela's need to import gasoline demonstrates the abysmal management of the country over the last two decades.
View ArticlePost-Pandemic Energy Might Not Change Much
Skepticism should be shown towards predictions of an evolution in energy usage after the pandemic.
View ArticleWhat ‘Peak Oil’ Errors Can Teach Us About Covid Statistics
The presentation of cumulative pandemic statistics is a poor approach, similar to mistakes made by peak oil advocates.
View ArticleIs Another Oil Price Spike Likely?
Fears that low oil prices will cause another price spike seem overblown.
View ArticleWorld Oil Reserves Suddenly Downgraded By 292 Barrels! Yawn.
The downgrading of the oil resource should not be misinterpreted as effecting oil supply.
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