In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight the fact that the recent and dramatic decline in the price of oil illustrates the risk
2021 Hedging Forecast

The recent and dramatic decline in the price of oil illustrates the risk every oil and gas producer faces with energy commodity price volatility. Although depressed prices forced operators to shut-in production to save their bottom lines, companies with hedges were left in a much better position than those who had forgone the option to reduce the impact of unanticipated revenue declines. Without the protection of an effective hedging program, an upstream company’s cash flows are wholly subject to the volatility of the market. Luckily, with upward price projections for the coming year, institutions distributing hedges to major oil companies for a portion of anticipated production may see greater returns than recent years, most certainly greater than 2020. As the story of 2021 continues to show upward crude price projections, it will be important to keep a close eye on which companies choose to hedge early for guaranteed revenue protection and those that hold out or hold off in hopes of a better tomorrow.
Investor Disenchantment

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis expose the fact that E&P companies have driven away investors in the energy sector by not delivering
Driving Away Investors

E&P companies have driven away investors in the energy sector by not delivering returns amongst a global pursuit for decarbonization. While investor disenchantment within the United States oil industry isn’t new, it appears to have worsened with the COVID-19 market environment. From 2015 to 2016 at the start of the “lower-for-longer” downturn, the market seemed optimistic about the industry. By 2020, the double impact of the global pandemic and the Russia/Saudi price war seems to have led many investors to avoid oil stocks and as they start seeking new opportunities. Moving forward into 2021 and 2022, capital will be difficult to source until investors feel comfortable that the industry can develop resources without squandering their money again.
Delayed Bull Run

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis revisit our predictions made in early November after natural gas prices soared to a 19-month high. After
Post-COVID Global Oil Demand Analysis Update – EOY 2020 & the Impact of Second-Wave Shutdowns

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that world crude oil demand in the first quarter of 2020 declined by the
The Demand To Expand

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the events of 2020 that have left the global petroleum industry in disarray. As the story
A Balancing Act: Who Benefits From High Prices?

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight that global oil demand is returning and with it, higher oil prices. Unfortunately for consumers, higher
Frontrunner In The Race Against Climate Change

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover an opportunity to deliver new, clean energy and industry jobs with the potential to sustain economies
Carbon Capture and The Race Against Climate Change

As the world continues down the path of the energy transition, there arises an opportunity to deliver new, clean energy and industry jobs with the potential to sustain economies well into the future. As fossil fuels continue to sustain the global energy mix, carbon capture and storage has emerged as a frontrunner in the race against climate change. This technology can be a key, cost effective option for reducing carbon dioxide emissions from industrial applications where deep emission reductions can only be achieved through CCS. The road ahead is challenging, but if policies are set to meet standards mitigating climate change, CCS is an additional tool to make significant and necessary contributions towards achieving net-zero emissions around mid-century.
Taking Care of Clean Air

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that impacts from oil and gas development on air quality are a growing issue
Predicting The OPEC+ Path

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss the fact that without a doubt, oil demand is on the rebound and unfortunately may be
Finding Balance During The Energy Transition

In this week’s episode of the Periodical Podcast, your host Kevin highlights the fact that as the world continues to consume more and more energy, a sustainable energy source is
The Energy Transition

As the world continues to consume more and more energy, a sustainable energy source is needed to meet growing demand. As climate change continues to be a hot topic, the world has begun “the energy transition.” This refers to the energy sector’s shift from a fossil-fuel based system of energy production and consumption, namely crude oil, natural gas, and coal, to renewable energy sources like wind, solar, and lithium-ion batteries. As the world continues down this path, it becomes clear that the energy transition should gradually shift allocation for the leading source of power in a cumulative energy mix, and to pursue a single source of energy for the globe is not only foolish but irresponsible.
Global Refining Capacity

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.
Don’t Go Chasing Wall Street

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover a growing disconnect between crude oil prices and the principles that have historically set commodity prices.
The Impending Oil Exodus

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover a growing distaste for the oil industry among potential young employees that when combined with the
Saved By The Price Tag

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss how E&P mergers and acquisitions tend to strengthen physical positioning and induce an expanded asset portfolio,
Are Renewables To Blame?

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate why renewable energy is a major culprit for the recent rolling blackouts in California. While it
Protesting the Protesters: Do Pipeline Protests Make Any Sense?

In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate whether or not the recent headline making protests over domestic oil and gas pipelines make any