Marianna Parraga, Reuters, has a nice piece on Reuters, here… ”Venezuela this year almost doubled its oil production from last year's decades-low
Two podcasts I liked…
I enjoyed this podcast very much… https://podcasts.apple.com/us/podcast/masters-in-business/id730188152?i=1000545298657 Bloomberg Opinion
Gas, power prices in Europe… WSJ
Joe Wallace, Wall Street Journal, has a nice piece on energy prices in Europe, here… ”Cold-weather forecasts launched natural-gas prices to record
Podcast: December 2021 Oil Market Analysis
Commodity Research Group (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
IEA, EIA supply/demand balances…
Monthly oil reports for December from the IEA and the EIA agree that stocks will build next year, the IEA is looking for larger builds…
Money managers net energy positions… Kemp
John Kemp, Reuters, updates positions by money managers in energy, here… No surprise…
Shale getting stingy?… Rystad
Rystad Energy has a nice piece on reinvestment rates in shale, here… ”Reinvestment rates among US shale oil producers hit an all-time low in the
Scott Sheffield, CEO Pioneer Natural Resources interview… CNBC
Short and chock full of
Money moves into oil ETF’s… Bloomberg
Alex Longley, Bloomberg, writes about the influx of money oil ETF’s, here… ”The flows ran contrary to speculators investing in oil, who continued