Higher prices, deregulation, infrastructure – and tariffs – make US frackers takeover targets.
2017: Making American Crude Again
Thursday, December 29, 2016
While the World Cuts, the US Pumps
Monday, December 12, 2016
$65 oil is in sight. OPEC non-members sign up for cuts, and Saudi offers even more.
Trump and the Art of an OPEC Deal
Monday, November 28, 2016
The Donald’s America will be a global oil powerhouse. A deal can make OPEC great again.
On OPEC’s Production Target
Thursday, September 29, 2016
Freezing production that was frozen anyway makes the US fracker the swing producer.
Oil’s Brexit Crisis
Tuesday, July 26, 2016
Demand growth wasn’t going to come from Europe. We still say oil is headed to $65.
Who Knew? OPEC Actually Matters Again
Monday, June 6, 2016
No need for a freeze. OPEC is the swing producer again. Demand beats a path to its door.
How High Can Oil Go?
Tuesday, May 10, 2016
Calling all frackers: by year-end, sentiment will have flipped from glut to shortage.
On the Doha Oil Freeze Failure
Sunday, April 17, 2016
No deal. No surprise. No importance. Too-low prices have already cut global production.
PIF the Magic Aramco IPO
Monday, April 4, 2016
Read the prospectus: twilight in the desert, or dawn? Or reaction to the “Obama doctrine”?
Oil’s Bull Market in a Month
Tuesday, March 15, 2016
It turns out that everything the oil market thought it knew was wrong.