What to Read Daniel Yergin When Daniel Yergin talks (or writes), you should listen. If you aren't familiar, Yergin has written every seminal book on the oil and gas industry. The …
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Latin America Oil Production – Another Thorn in OPEC
US equities continue to power higher on the perception that there is just nowhere else to put your money. As the FT puts it Tina (There is No Alternative) is back. Fed Chairman Powell today …
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Oil, Copper Up on Geopolitical Risk
Yesterday was a day for increased geopolitical risk. But don't let that get in the way of booking a trip to see the newly-restored Notre Dame in Paris. It reopens to the public on Sunday …
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Enron’s Back?
What the f***? I have no idea what this is all about. I'm not sure I want to. Probably something to do with crypto. I may have to bust out the Hermès tie I got from the Enron nat gas traders as a …
Nat Gas Squeeze is On
Nat gas prices are already up 20% on the week and both rhetoric and actions between Russia, Ukraine, and the US are stepping up in the wake of Biden's granting permission for long-range missile …
OPEC+ in a Corner
We can all breathe a sigh of relief now that we know the AI money printing press continues to chug away. After the bell yesterday, Nvidia reported earnings that nearly doubled their …
Fundamentals vs Geopolitical Risk
Nvidia reports earnings after the bell today, and there's a lot riding on the results - bullish bets, energy consumption, the future of the human race (too much?). But oil has a more traditional …
Nat gas pops on cold weather
As of Friday, the SP500 had given up half its post-election gains and got no help from Fed comments that indicated a cautious approach to rate cuts. Copper prices were down over 5.5% for the …
Oil Glut Seen for 2025, Unless…
“The economy is not sending any signals that we need to be in a hurry to lower rates,” These words from Fed Chairman Jerome Powell were enough to send forecasts for a rate cut in December …
Oil productivity has the Fed’s attention
There's been plenty of chatter from various regional Fed presidents in the wake of the latest CPI data, which came in in line with expectations. The main question seems to be where the neutral rate …
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A Dive into the Best Books on the Oil and Gas Industry
The oil and gas industry stands as a cornerstone of modern civilization, shaping economies, geopolitics, and technological advancements. As we navigate through its complexities, understanding its …
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Oil and Gas Accounting
What is oil and gas accounting? Oil and gas accounting is a specialized field of accounting that involves the financial management of oil and gas exploration, production, and distribution …