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Energy Week: Episode 6 – Oil Markets and Renewable Fantasies

In this episode, David and Ryan why the oil market seems overly jittery now that it appears the market is back in balance after three years of chronic over-supply.  They also discuss how super tankers co-loaded with crude from both the U.S. and Mexico have helped open up Asian markets to U.S. producers, why solar really isn’t cheaper than coal despite all the hype in the media, and celebrate the fact that Shell has now restored its full cash dividend thanks to its strengthening bottom line.

Listen to the Podcast Here

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Energy Week Podcast, Episode 4: Why the majors aren’t worried about “Peak Oil”

Energy Week, Episode 4:  Why the majors aren’t worried about “Peak Oil” but the markets are worried about events in Saudi Arabia.

Show Notes:  In this episode, David Blackmon and Ryan Ray discussed how the ongoing upheaval in Saudi Arabia is impacting oil markets, and the impacts it all could have on the planned IPO for Saudi Aramco.  Next, they talked about the reasons why the various “Peak Oil” theories and narratives are wrong, and why the big oil companies aren’t really worried about them.  Finally, David talked about the reasons why he thinks the U.S. industry just might not mess up the current positive oil price situation in 2018.

 

Listen to the Podcast Here

 

Links to articles referenced in Episode 4 of Energy Week:

Power grab in Saudi Arabia threatens oil market stability

 “End Of Oil” Narratives Are Misleading

Peak oil? Majors aren’t buying into the threat from renewables

Oil Pulls Back After U.S. Rig Count Sees Significant Increase

Why U.S. Oil Producers Might Not Mess Up A Good Thing In 2018

 

 

 

 

 

 

 

 

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