OPEC-Shale Price War
OPEC Stabilizes Oil Markets, for Now
In Vienna, OPEC+ displayed its greatest strength… and its greatest weakness.
Global Forecast (05-28-2018)
Another attempt at Taliban talks in Afghanistan, Venezuela’s oil industry struggles to fulfil its contracts, and Turkey secures a YPG pullout from Manbij.
Geopolitics Has Caused the Oil Price Rally
Any rally that deviates from the laws of supply and demand is destined to be short-lived, and oil prices are no exception.
Outlook 2018: Energy Prices
Will the energy market of 2018 take its cues from the bearish 2016, or the bullish 2017?
How Long Will OPEC and Russia ‘Play Nice’?
The OPEC-Russia deal seems to be having its intended effect, but how long will it last?
Geopolitical Risk on Energy Prices Overblown
Supply and demand – not geopolitical factors – will move oil prices through 2017.
Global Forecast (11-29-2016)
Frantic negotiations in the lead-up to OPEC’s next meeting, a key vote for the European Union in Italy, and a major development in the Syrian civil war.
Canadian Oil Is Building a Wall and Mexico Is Paying for It
Mexico and Canada are waging a silent battle for market share in the US crude oil refining market, and Canada is winning.
Enhanced Oil Recovery: Cleaning up “Dirty” Oil
The vilification of oil is bad for perception but good for business for the largest oil companies.
Iran Could Change the Face of OPEC
Just as OPEC lost control over global oil production with increased production, technology, and innovation from the US in 2011, Saudi Arabia stands to lose its control over OPEC as Iran’s oil & gas industry opens up to foreign investment.