US Shale Resilience Piles Pressure on OPEC+
Not only has US shale survived early attempts by OPEC+ to squeeze out its operations, but it’s now coming for longstanding OPEC+ markets.
US-Saudi Relations Hit a New Low
The OPEC+ decision to cut production by 2 million barrels in November is just the latest of many signs pointing to a deteriorating US-Saudi relationship.
The Energy War in Europe: Gas and the Russian Oil Price Cap
As winter looms, will weather be intervening to provide Russia with much-needed sanction relief?
US Natural Gas Prices Hit 14-Year High
It’s a price reckoning that European consumers are already all too familiar with, and now US consumers are starting to feel the pain of high natural gas prices.
High Oil Prices Add to Emerging Market Currency Woes
High oil prices are just the latest headwind to bear down on emerging markets.
Global Forecast (10-18-2021)
China’s growth slowdown, a new ‘Sputnik moment,’ and global stagnation fears amid higher energy prices.
Report Warns of Fiscal Reckoning for Oil Exporters
A new report foresees an energy transition that’s faster and more difficult than many oil exporters are expecting.
Outlook 2021: A Painful Year for Oil Exporters?
COVID-19 price pressures have savaged the fiscal health of oil producing states. Which ones will be hurting the most in 2021?
Outlook 2021: Fossil Fuels
Will 2021 be looked back on as a turning point in the global pivot toward renewable energy sources?
Donald Trump’s Lost Dream of World Energy Domination
Donald Trump has no solution to the crisis in the domestic hydraulic fracturing industry. Ultimately, the survival of the industry lies in Saudi Arabia.