Oil’s Geopolitical and Economic Connection
The price of crude oil resumed its slide this week, falling below US$29 a barrel and approaching the 12-year low reached last month. The International Energy Agency is warning oil’s fall has further to go. So what factors suggest the...
Nuclear Decommissioning could Leave Taiwan with a Power Shortage
The newly elected Taiwanese government led by President Tsai Ing-wen and the Democratic Progressive Party (DPP) will be faced with significant challenges in energy policy. Most urgently, viable replacements for Taiwan’s ageing fleet of nuclear reactors must be found. The...
Strong-Arming Russia Over Oil
When Saudi Arabia led an OPEC decision to end a restraint put on oil production in November 2014, it marked the beginning of a new era in oil economics. It has given us a tumbling oil price, prompted huge losses...
Coping with Low Oil Prices
Oil prices have tumbled to new lows in 2016. Slowing demand and a glut of supply has made the oil market incredibly bearish. However, while prices have halved over the past year, the number of mergers and acquisitions has most...
Energy Sector Fans, Don’t Despair
Oil inventories will continue to rise, but the momentum is slowing. The following are some observations as to how we got here and how we're going to get out. 9 reasons why oil has taken so long to bottom: 1. OPEC...
The Oil and Equity Relationship in Context
Equities and oil continue to be moving in the same direction. During the first few weeks, they were moving down together and now up together. It is frustrating for asset managers. Large cap and small cap stocks are moving together...
Weighing in on Oil in 2016
Oilprice.com recently spoke with Carl Larry, Director of Oil and Gas at Frost & Sullivan, a consultancy that conducts research on oil and gas markets, to get his thoughts on the state of oil in 2016. Oilprice.com: I saw that...
Oil, Politics and a Paradox
The price of oil keeps moving in one direction – down. Even political tension between Iran and Saudi Arabia (historically a cause of price rises) has not stopped the drop. It may come as a surprise to some, but it...
Middle East Dominoes are Falling
The rift between Saudi Arabia and Iran has quickly ballooned into the worst conflict in decades between the two countries. The rift between Saudi Arabia and Iran has quickly ballooned into the worst conflict in decades between the two countries....
Current Middle East Tension Unlikely to Boost Oil Price
Oil prices jumped on the first trading day of 2016 as Middle East tension outweighed a selloff in financial markets around the world. Oil prices jumped on the first trading day of 2016 as Middle East tension outweighed a selloff...
OPEC’s 2040 Oil Price Estimate is Sky High, but also Bearish
OPEC says that $10 trillion worth of investment will need to flow into oil and gas through 2040 in order to meet the world’s energy needs. The OPEC published its World Oil Outlook 2015 (WOO) in late December, which struck...
Reforming Your Way Out of an Oil Price Crush
It has been a turbulent year for oil. Prices were strong in summer 2014, before plummeting in the second half of that year. After a modest stabilisation in early 2015, they dropped even further and are now more than two...
Reindeer or Oil: Santa Decides
Every year around the world, hundreds of millions of children wait anxiously for Santa Claus to arrive and bring presents and good cheer. But what if Santa never came? What if this year the reindeer all fall ill, perhaps due...
Is the Syrian Mess Solvable?
Business is business, so why not buy oil from ISIS. The Russians claim the Turks are doing it, and in all likelihood, even Assad is buying it. No one can fight a war without oil, according to Robert Bensh, partner...
Not Inconsequential Strippers Also Under Pressure
With OPEC breaking down and any kind of coordination among its members on price cuts looking increasingly unlikely, it now appears that oil prices could remain below $50 a barrel for a year or more. As producers confront this unpleasant...