The upside case for crude isn’t OPEC cuts, but America’s infrastructure capacity limits.
Oil’s Bullish Bottlenecks
Tuesday, April 24, 2018
150 Million Barrels To Go
Monday, January 22, 2018
US production moves to all-time highs, yet the global petroleum market keeps tightening.
Oil: From Priced for Perfection, to Perfect Storm
Monday, November 27, 2017
OPEC will squeeze another 100 million barrels out of global stocks. US producers win.
Sorry, But Tesla's Cool Electric Cars Can't Compete As Long As Fracking Exists
Tuesday, September 19, 2017
Venezuela: A Trump Oil Shock?
Tuesday, August 8, 2017
Oil is priced for geopolitical perfection. Venezuela is far from perfect, and getting worse.
The Peak Oil Myth is Back (But This Time It’s Demand)
Wednesday, July 12, 2017
With oil prices in mid double digits, electrics can’t compete where sales growth is biggest.
The Crude Stocks Conundrum
Wednesday, June 28, 2017
Markets remain hypnotized by distorted inventory statistics, ignoring the fundamentals.
Is Oil Priced to Perfection Again?
Tuesday, May 9, 2017
Earth to oil! Permian running out of pipes. Inventories correcting. OPEC cuts extended.
It’s a Good Time to be a Fracker
Friday, February 24, 2017
Costs and regulations coming down, production going up – and oil is still headed for $65.
The Border Adjustment Tax and Its Victims
Friday, February 10, 2017
When is a tax cut a tax hike? When refiners and other firms get hit with the BAT.