Tag: oil price

The Decline Rate Delusion

A short post here ahead of some more detailed ones to come in July and August. I have recently started

Short the Horses Redux In any major industry transition it’s supposed to be easier to spot the losers than the

Oil’s forced surge in price as US and Chinese gasoline demand enter decline may be a fatal producer mis-step The

Crude oil demand is walking a tightrope. Any faulty price signal not based on demand fundamentals will stress already fragile

Near-term oil market analyses emphasise decline rates and pessimistic outlooks leading to looming supply gaps. However, a top-down view shows the

OPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production

US Gasoline Demand has slumped so far in 2017 – that could start to matter a lot, as it drives global

Energy cannot be created or destroyed, but can be altered from one state to another (1). Oil Supply Dwarfs Demand – Official

In a world of flattening and changing energy demand, with more dense and varied supply, Saudi Arabia’s latest, lone effort to

Peak Oil and Gas Investment Has Probably Already Happened – So What does that Mean? The subject of Peak Demand remains