Zero US Producer Equity Issues In Q4/19 + Surplus US DUCs Soon Depleted + Declining Oil Rigs = US Oil Production Plateau In H1/20? December 6, 2019 Read More »
Finally, Some Visibility That India Is Moving Towards Its Target For Natural Gas To Be 15% Of Its Energy Mix By 2030 October 23, 2019 Read More »
Are We Seeing Pieces of The Puzzle To Support Saudi View Permian Reaches Peak Supply Years Earlier Than Most Expect? August 2, 2019 Read More »
TMX Is Needed Even More Now, Mexico Oil Production Looks To Be Returning To Growth And More Exports To US Gulf Coast July 30, 2019 Read More »
Chevron’s Kitimat LNG Expansion Plan Points To A LNG Canada Phase 2 FID in 2020 and A Continuous BC LNG 2020’s Runway of ~6 bcf/d July 19, 2019 Read More »
A Big Plus To Post 2020 Oil If Saudi Is Even Directionally Right That Permian Plateau Is “In A Year Or Two Years or Four Years” July 3, 2019 Read More »
Exxon’s Math Calls For Overall Global Oil Decline Rate of ~7%, A Very Bullish Argument For Post 2020 Oil Prices June 20, 2019 Read More »
BP’s 2018 Natural Gas/LNG Data Reminds That LNG Price Pressures Should Continue In 2020/2021 June 13, 2019 Read More »
Saudi’s Significantly Lower Use of Crude Oil For Electricity Is A Negative To Summer Oil Markets June 4, 2019 Read More »
Saudi’s Al Falih Laid Out Roadmap For Increased Saudi Exports In June, We Think +400,000 b/d Is Likely May 2, 2019 Read More »