Numerous Crosscurrents Are Coming To A Head: OPEC
By Stephen Innes Markets With US markets reopening Thursday, attention will fall first on delayed USD data releases, including ADP and ISM services. My view […]
DRIP
MLPs And Midstream: Defense Wins In A Tough Oil Tape
By Stacey Morris Before the recent pullback in oil prices, we were often asked this year why MLP and midstream performance had not been better […]
Opportunities As Oil Nears Bottom
Key points Oil prices could be close to a trough, and we see selected opportunities emerging ahead of a recovery. The U.S. and China put […]
As Oil Prices Plunge, What Will Swing Producers Do?
By Erik Norland Oil options markets have rarely been more skewed to the bearish side. After a 30% plunge in spot prices, WTI put options […]
Making Sense Of The Mysterious Strategic Petroleum Reserve
By Bob Iaccino At A Glance Historically, the reserve is used in emergency cases, but could it be tapped to push down oil prices? On […]
OPEC October Production Data | Seeking Alpha
All OPEC data below is from the OPEC Monthly Oil Market Report. The data is through October 2018 and is in thousand barrels per day. […]
Approaching The Point Of No Return? Updated
At the end of June, the crude curve really got out of hand. WTI futures had returned to backwardation many months before, and then the […]
Oil Declining At Fastest Rate Since 2015-2016 Crash
With a record losing streak and the pace of declines picking up steam to the downside, the recent decline in crude oil prices is starting […]
Falling Further From The Tree: Oil And Gas Corporate Venture Activity Shifts Away From Core E&P Technologies
By Carolyn Seto Over the past decade, oil and gas players have increasingly pursued open innovation strategies to complement internal research and development activities. Corporate […]