From the Houston Chronicle, here, quoting Scott Sheffield, CEO of Pioneer Natural Resources: “"We will reach capacity in the next 3 to 4 months,"
Carrizo Oil and Gas CEO talks to Cramer… CNBC
Here is CEO Chip Johnson’s take on tariffs: ”I don't think that really matters. I think we'll sell the oil that we export to Europe if we don't
China’s threat to cut US oil imports… WSJ
Here is some common sense from Tom Pugh, Capital Economics, quoted in the WSJ, here... ”“If the U.S. is exporting less to China, it’s exporting
Andy Lebow quote…WSJ
CRG’s own Andy Lebow is quoted in the Wall Street Journal here: ““If there’s any impact on the global economy from disruption of trade due to
US petroleum, products stock levels… EIA
The EIA’s This Week In Petroleum helps us put stock levels in perspective... Compared to 5 year averages we see that distillate stocks are tightest,
Liquid Fuels Supply/Balance… EIA
From yesterday’s release of the EIA’s Short Term Energy Outlook, here is their chart on expected supply/demand for liquid fuels... The EIA is the most
Non-Opec supply changes… OPEC
From OPEC’s Monthly Oil Market Report:
The IEA’s Oil Market Report is out…
Here is the IEA on possible production shortfalls from Iran and Venezuela: “The issue of exports from Venezuela and Iran is likely to dominate the
ExxonMobil bulls up energy trading… Reuters
ExxonMobil is finally going to optimize its asset base and take advantage of the massive optionality within and without its system... Here is Liz