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$23.76
-1.35 (-5.38%)
At Close: Jun 03, 2026
U.S. Shale Activity: A Report From The Dallas Fed
09:27pm, Wednesday, 18'th Mar 2020
A one-two punch: failure of OPEC+ to expand production cuts, demand craters from reduced global activity. Oil seeks a floor price, dropping daily. The Saudis ho
The Cash And Carry Trade In Crude Oil Makes A Return
10:00am, Wednesday, 18'th Mar 2020
Backwardation flips to contango in WTI. The Brent forward curve shifts. Low interest rates fuel the trade. The impact on shipping and storage. BNO is the Brent
Coronavirus And Russia Will Test Saudi Game Plan
05:57am, Wednesday, 18'th Mar 2020
The kingdom has triggered a price war in oil markets. The tactic has worked before, but there are multiple challenges. The Saudis also wanted to curtail what ha
Cheap Oil Now For Long
07:02am, Tuesday, 17'th Mar 2020
The OPEC+ deal is dead. At least for now. The expected surplus in the oil market can increase oil stocks in the OECD countries to ~3,200 mb by the end of the ye
Russia And Saudi Play A Dangerous Game Of Chicken
07:28pm, Monday, 16'th Mar 2020
Saudi Arabia announced that it will increase oil production from 9.7 million barrels a day to 10 million and then to 12 million if needed. However, over the las
Capital Markets Weekly: COVID-19 And Energy Market Stand-Off Generating Acute Uncertainty
02:05pm, Sunday, 15'th Mar 2020
As forecast last week, the spread of COVID-19 has generated severe financial market volatility, which was substantially worsened by the breakdown in production
The Oil Price Plunge And Emerging Markets Impact
12:49pm, Saturday, 14'th Mar 2020
Falling oil prices can be a double-edged sword in terms of economic impact: welcomed by consumers, but not by producers. Saudi Arabia and Russia compete at the
Price War: OPEC+
03:42pm, Friday, 13'th Mar 2020
After OPEC ally Russia refused to cut production, Saudi Arabia launched a price war, sending global oil prices to as low as $32 a barrel on March 9th. However,
OPEC Creates Carnage - The Sunday Night Massacre In Crude Oil
10:00am, Friday, 13'th Mar 2020
OPEC did not address the risk - was it purposeful? Oil falls to the lowest level since February 2016. A bearish reversal on the monthly chart in January. A bear
Russia Explains Why It Killed The OPEC Deal
03:39pm, Thursday, 12'th Mar 2020
I follow up on my previous article regarding the collapse of the OPEC deal. Russia's deputy energy minister provides his rational for Russia's decision and send
Why Russia Killed The OPEC Deal
06:56pm, Monday, 09'th Mar 2020
Russia declines to cut production, and the OPEC/non-OPEC deal collapses. Growing U.S. oil production and continued U.S. pressure on the Russian energy sector vi
Retirement Strategy: Just Calm Down And Try Not To Panic
03:48pm, Monday, 09'th Mar 2020
It's OK to be nervous these days, but it's not OK to panic. Serious dividend growth investors rarely sell a dividend aristocrat stock - unless. This too shall p
A Disaster For Oil As OPEC Fails To Address Falling Prices
10:30am, Monday, 09'th Mar 2020
The Fed emergency rate cut was not bearish. OPEC runs into a brick wall. U.S. politics and crude oil. Equities continue to look awful. It is always darkest befo
Crude Oil - Some Positive Signs For The Energy Commodity
11:30am, Sunday, 23'rd Feb 2020
Oil survives a test of the $50 level. Processing spreads rise. Brent-WTI rebounds. OPEC may increase output cuts. Oil stocks are cheap - VDE has limited downsid
State Of Midstream: Where Are MLPs/Midstream Today, And What Could Lie Ahead?
01:00pm, Wednesday, 05'th Feb 2020
The macro landscape for midstream remains constructive, with US energy production and exports expected to continue growing over the long term. Many midstream co
