In this week’s episode of Monday Madness your host Tavis covers vaccine related energy demand, a brand new merger in Oklahoma, and soaring prices associated with plummeting temps abroad. Music: https://www.bensound.com/royalty-free-music
In this episode of the periodical podcast your host Tavis talks about a potentially nefarious seizure of a South Korean vessel, China’s billion dollar investments into Middle Eastern oil for
In this episode your host Tavis covers The North Face’s scrooge-like tendencies, China’s goal of gas independence, and the UK government’s promise to stop supporting oil and gas projects internationally.
In this episode your host Tavis breaks down why S&P Platts may consider incorporating WTI into Dated Brent pricing, and why Exxon may struggle to meet investor demands if activist
In this episode of Monday Madness your host Tavis talks about the most recent China-US standoff, missiles and bombs between militias and governments, and Exxon’s brief depressive outlook. Music: https://www.bensound.com/royalty-free-music
The global refining landscape has been changing over the past decade, but the rapid demand destruction associated with the global pandemic has flipped the sector on its head. Many refineries in the U.S. and around the world have been changing their refined products or closing entirely. Luckily the wave of closures in the United States and Europe does not signal an end to global refining, but more of a shift in output priority and refining location. Companies and countries are moving away from refineries only designed to make gasoline and diesel, favoring those with the additional capability to refine crude into petrochemicals and plastics.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate a market that has been overshadowed by a highly contested election, global pandemic, and historically low
A highly contested election, global pandemic, and historically low oil prices have grabbed headlines in recent months but there has been little focus on the surging natural gas market. In recent weeks, natural gas rose to prices not experienced in over a year and a half when the Henry Hub gas benchmark climbed to a 19-month high in late October. With a cold winter ahead, a historic Hurricane season in full swing, depressed oil production, and soaring LNG exports; the gas futures market remains strong and will maintain its upward momentum into the foreseeable future.
In this episode your host Tavis is actually on vacation, but his past self is speaking about new merger gossip, the property clash between the Philippines and China, and the
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate how the price spread between the world’s most traded crude oil blends and the most actively
The price spread between the world’s most traded crude oil blends and the most actively traded commodities in the world generally track one another, but divergences often reflect technical, supply/demand, or geopolitical issues. Over the course of history, the spread between Brent crude and WTI blends has grown, shrunk, crossed paths, and reversed again countless times. As a result of reduced U.S. pipeline constraints, ongoing OPEC+ production cuts, and China purchasing record amounts of WTI crude oil, the spread between Brent and WTI crude oil prices has begun to shrink close to zero. The future may hold a reversal giving WTI prices the upper hand.
Happy Labor Day! In this episode your host Tavis talks about factors limiting future pricing, a persistent ocean fire, additional outages in California, Whiting’s return from bankruptcy, and Saudi’s new
This week your host Tavis speaks on the end of Q2 and the (hopefully) positive beginning of Q3, China’s control over price swings, and Chevron paying $5 billion to acquire
In this episode your host Tavis speaks on renewed OPEC cuts, Cristobal, China bolstering its economy, and happy futures. Music: https://www.bensound.com/royalty-free-music
The dual black swan events of 2020 have thrown supply and demand far out of equilibrium but with China purchasing crude again and various parts of the United States starting to open back up, global oil demand is beginning to return. As the world begins to recover to pre-pandemic levels, market forces will support the shift back towards equilibrium just like the shift we are currently seeing in China.
In this episode your sunburnt host Tavis talks about G20 conclusions, efforts to stop the curve, and how we have way too much gas(oline). Music: https://www.bensound.com/royalty-free-music