The interview is hereā¦ For the last year, year and a half, itās been OPEC+ running the show, but U.S. production is coming back
Mexico to stop exporting oil in 2023ā¦ Bloomberg
Amy Stillman, Bloomberg, writes: āMexico plans to end crude oil exports in 2023 as part of a strategy by the nationalist government of Andres
Venezuelaās oil production increasesā¦ Reuters
Marianna Parraga, Reuters, has a nice piece on Reuters, hereā¦ āVenezuela this year almost doubled its oil production from last year's decades-low
Two podcasts I likedā¦
I enjoyed this podcast very muchā¦ https://podcasts.apple.com/us/podcast/masters-in-business/id730188152?i=1000545298657 Bloomberg Opinion
Gas, power prices in Europeā¦ WSJ
Joe Wallace, Wall Street Journal, has a nice piece on energy prices in Europe, hereā¦ āCold-weather forecasts launched natural-gas prices to record
Podcast: December 2021 Oil Market Analysis
Commodity Research GroupĀ (CRG) is an independent research consultancy specializing in base and precious metals, as well energy products. The Group
IEA, EIA supply/demand balancesā¦
Monthly oil reports for December from the IEA and the EIA agree that stocks will build next year, the IEA is looking for larger buildsā¦
Money managers net energy positionsā¦ Kemp
John Kemp, Reuters, updates positions by money managers in energy, hereā¦ No surpriseā¦
Shale getting stingy?ā¦ Rystad
Rystad Energy has a nice piece on reinvestment rates in shale, hereā¦ āReinvestment rates among US shale oil producers hit an all-time low in the