Hybrids will dominate new car sales. A renewed Iran deal is a bigger threat to oil prices.
The Electric Future is Driven by Oil
Friday, February 19, 2021
Shale Survives, and May Soon Thrive
Tuesday, December 8, 2020
OPEC accommodates US market share, and restarting shut-ins provides needed cash flow.
If It’s a V-Shaped Recovery, What About Oil Prices?
Thursday, September 24, 2020
OPEC+ must optimize rebounding demand, huge inventories, and resilient US fracking.
On the WTI Crash
Monday, April 20, 2020
Worst squeeze ever. But even today’s demand can’t be supplied at twice these prices.
How Low Can Oil Go?
Monday, March 30, 2020
Oil is caught in a storage and finance squeeze, but the world can’t be supplied at $20.
Just What We Didn’t Need: An Oil Price War
Sunday, March 8, 2020
Saudi and Russia have a falling out. This is the systemic threat we’ve been warning about.
After Soleimani, What If Peace Breaks Out All Over?
Monday, January 6, 2020
#WWIII is one thing – but taking out Middle East oil capacity is a way to support prices.
Don’t Panic Over the Saudi Attack and the Oil Supply
Wednesday, September 18, 2019
OPEC would have had to cut output anyway, given the dramatic increase in American production.
The Oil Glut Even Drones Couldn’t Fix
Monday, September 16, 2019
Not how we expected Saudi production to be curbed to accommodate a Permian surge.
Despite the Gloom, Still a Shale Boom
Tuesday, August 13, 2019
The US has captured all the oil demand growth of the last three years. Onward and upward.