Blinken’s Non-Denial Denial Won’t Squash Expectations That a US/Iran Nuclear “Understanding” is Getting Close June 18, 2023 Read More »
Seems Saudi’s Extra 1 mmbd Cut Should Hold the Market For a Month or Two Until Summer Seasonal Demand Kicks In June 11, 2023 Read More »
No Shortage of LNG Buyers for Post-2026 Supply, Qatar Expects Multiple Deals Including with Europeans June 4, 2023 Read More »
China’s Model Predicts Covid Cases Peak ~65 Million/Week in Late June, Reminds Model Calculations “Might Not Be Accurate” May 28, 2023 Read More »
Oil Growth Challenge: Permian DUCs at Fall 2014 Levels, When Permian Oil was 1.67 mmb/d, 35% of 5.79 mmb/d in May 2023 May 21, 2023 Read More »
Tehran-based Danial Rahmat: Last 3 Mths, Iran Decided to Sell Most of its Floating Oil & Condensate with Remarkable Discounts May 7, 2023 Read More »
NOV Q1 Call: “Growing Confidence that US Unconventional Growth is Slowing Significantly” April 30, 2023 Read More »
Permian DUCs Down to June 2014 Levels, When Permian Oil Production was 1.59 mmb/d, 28% of 5.69 mmb/d in March 2023 April 23, 2023 Read More »
Warren Buffett: World will Still Need 100 mmb/d of Oil in 5 Years Even If Trillions are Spent Every Year on Energy Transition April 16, 2023 Read More »