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Iran’s post-sanctions oil plans and their market impact
This weekend the world witnessed what has been hailed as the most significant diplomatic breakthrough since the collapse of the Soviet Union: the lifting of nuclear sanctions against Iran. The lifting...
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How quickly can Iran get its oil groove back? — Fuel for Thought
Iran’s speed of re-integration into the global oil market is a million b/d question mark hanging over the industry. How much additional oil will flow from Iran will depend on how quickly Tehran can...
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Despite holding steady, North Dakota braces for oil supply crash
When North Dakota oil production broke above 1 million b/d for the first time in April 2014, many expected that the 2 million b/d threshold would be breached in relatively short order. With WTI spot...
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Pemex reform efforts in Mexico hobbled by oil downturn: Fuel for Thought
Falling crude oil production, falling refined product output and falling income have led many to believe that the sky is falling on Mexico’s state-owned oil company Pemex. The perilous situation for...
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Sanctions failed to take a bite out of Russia’s oil patch: Fuel for Thought
International sanctions against Russia introduced in 2014 turned out not to be the bogeyman they first seemed to be, and could in fact have played a key role in helping the Russian oil sector to not...
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US E&P sector sucking wind: Is oil’s equilibrium closer than we think?
Para leer en español haga clic aquí: Crisis en el sector estadounidense de exploración y producción. ¿Llegará la estabilidad antes de lo previsto? How long does the world have to wait before all the...
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The Bakken oil production decline officially begins
For months, analysts have said that reports of the death of the Bakken oil boom have been greatly exaggerated. Despite the historic collapse in oil prices and North Dakota’s rig count falling to levels...
View ArticleFuss over “missing” 800,000 oil barrels: ‘Get over it,’ says IEA official
Has the hoo-ha over the 800,000 “missing barrels”, the difference between average daily global oil production and consumption flagged by the International Energy Agency in its March report gone a bit...
View ArticleOPEC’s pyrrhic market share victory: Fuel for Thought
OPEC’s decision to defend its market share by opting for freewheeling crude oil production appears to be working. It was only a few months ago the International Energy Agency said the market was...
View ArticleUS EIA chief shares short-term outlook for oil market: Fuel for Thought
The 100th episode of the weekly S&P Global Platts Capitol Crude podcast, which aims to demystify the complex world of US oil policy, featured Adam Sieminski, head of the US Energy Information...
View ArticleEnergy crises of the past paved the way for politics of energy today
There’s a famous observation that if you remember the 60’s, you really weren’t there. But if you ever waited in a gas line in the US in the 70’s, you remember it. And not fondly. All of the craziness...
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OPEC racked with division, but too soon to write it off?
Investors have been burnt before, and are now skeptical that OPEC will overcome its internal divisions and agree to do something about chronically low oil prices. But could that be the wrong conclusion...
View ArticleUS mission at the IEF: Promote transparency and innovation in energy markets
The US is the world’s largest consumer of oil, as well as one of its largest producers, making it uniquely positioned at the recent International Energy Forum in Algiers. The forum’s intent is to bring...
View ArticleGermany votes against the internal combustion engine
Germany’s lower house of parliament, the Bundesrat, voted in October to ban the sale of cars with internal combustion engines by 2030. It is a resolution with no binding implications, but it did garner...
View ArticleOil market must solve short-cycle riddle in 2019
Oil producers are invariably in it for the long haul. Investing billions of dollars to find and develop new resources entails an almost clairvoyant understanding of future demand cycles. However,...
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