01-24-2015, 04:52 AM
Indonesia’s LNG exports may drop by a quarter this year as domestic demand climbs and contracts with several overseas buyers are set to expire.
Indonesia sees LNG exports falling 25% this year
As fourth-quarter-earnings season continues, we're getting more insight into how the oil crash is affecting companies, and a new research note from Goldman Sachs highlights executive commentary on the energy market from earnings announcements and conference calls.
Accenture CEO On Oil Crash - Business Insider
Southern Pacific Resource Corp. (STP)’s default is being seen in the bond market as a death knell for many of Canada’s startup oil-sands exploration companies in the wake of the collapse in crude prices.
Oil-Sands Startups Ask for Whom the Bell Tolls Amid Slide - Bloomberg
Oil drillers will begin collapsing under the weight of lower crude prices during the second quarter and energy explorers who employ them will shortly follow, according to Conway Mackenzie Inc., the largest U.S. restructuring firm.
Oil Drillers ‘Going to Die’ in 2Q on Crude Price Swoon - Bloomberg
Weekly U.S. gasoline demand soared to five-year highs last month, after a collapse in oil prices, in a worrying sign that previous gains in efficiency and emissions cuts may evaporate. The week of Dec. 26 2014 saw the highest weekly consumption since July 2010.
A right oil hotchpotch | FT Alphaville
So what’s this a subtle reference to really? Could it be, perchance, the fact that the entire oil and commodity rally was something of a financial speculator-induced sham which detached commodities entirely from their fundamentals? Some clues as to why that might be the case come by way of news headlines from the 2001-2003 period and a hint of the market-structure changes that were going on at that time.