OPEC Can’t Kill American Shale
OPEC is supposedly out to beat, or at least curtail the growth of American shale oil production. For a host of reasons, especially the much shorter capex cycle for shale, […]
American Shale Is The New Swing Producer
The North American shale oil revolution played a large part in the oversupply and crash of the oil market. Specialists vary widely in their predictions of where oil is headed […]
The Coming Oil Shock?
The cutback in exploration and even production, and the increase in demand as a result of the oil price crash will work slowly to rebalance the market, at a considerable. […]
Is Putin Winning The Oil War?
Admiration for Putin’s decisiveness has largely subsided in the West, but not totally. There are still people arguing Russia will come out the other end reinforced. While low oil prices […]
Falling Oil Price And Energy Stocks
Falling oil prices have decimated energy stocks. For some, like those producing shale oil, this seems warranted as lower oil price is a direct threat to the viability of many. […]
Big Oil Faces Long-Term Problems
Oil majors face serious challenges, for decades, resource nationalization has kept them out of many of the cheapest fields. They’re struggling to replace existing reserves and production with new reserves […]
How Crooked is the Oil Market?
Disturbing article. The financialization of the real economy has gone overboard, that’s about the minimum conclusion one can draw. But there is much more to it..
Another Oil Shock Coming?
McKinsey is onto it..
IEA: $38 Trllion in Energy Investments Needed for 2035
Big numbers not only coming out of Europe..
Another element in peak-oil emerges
High population growth in the Middle-East will limit oil for export..