In this episode, I discuss the geopolitical importance of the recent shutdown of the Nord Stream 1 pipeline. I then tackle today's energy market dynamics and make some sense of the confusing state of the market.

I hope you enjoyed this episode!

Article Links:

https://rigcount.bakerhughes.com/

https://www.wsj.com/articles/europe-girds-for-energy-market-turbulence-after-russian-gas-cut-11662323365

https://oilprice.com/Energy/Crude-Oil/Large-Crude-Build-Sends-Oil-Prices-Tumbling.html

In this episode, I dive into the deadlock plaguing the EU over a potential Russian oil ban. I then look at windfall profits across the oil and gas industry, particularly Saudi Aramco.

I hope you enjoy this episode!

Article Links:

https://rigcount.bakerhughes.com/

https://www.wsj.com/articles/european-foreign-ministers-push-hungary-to-back-russian-oil-ban-11652699999?mod=Searchresults_pos7&page=1

https://www.wsj.com/articles/saudi-aramco-posts-record-quarterly-profit-on-surging-oil-prices-11652608615?page=1

In this week's episode, I dive into "The Elephant in the Room," which is the developments with Ukraine, Russia, the US, and the EU. I then discuss the merger of equals between Whiting and Oasis which TPH advised on.

Thank you for listening, and I will see you all next week!

Links to referenced articles:

https://rigcount.bakerhughes.com/

https://oilprice.com/Energy/Crude-Oil/US-Considers-Imposing-Russian-Oil-Ban-Without-EU-Allies.html

https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Break-130-As-EU-And-US-Allies-Consider-Ban-On-Russian-Oil.html

https://oilprice.com/Energy/Crude-Oil/Big-Oils-Sudden-Decision-To-Exit-Russia-Comes-At-A-High-Price.html

https://oilprice.com/Energy/Energy-General/110-Oil-Prompts-Private-Shale-Firms-To-Open-The-Taps.html

https://www.businesswire.com/news/home/20220307005443/en/Whiting-and-Oasis-to-Combine-in-6.0-Billion-Merger-of-Equals-Transaction

This week's episode covers how oil supply shortages are plaguing markets and countries. I then look at the motives behind the US's designation of Qatar as a Non-NATO ally and discuss the significance of Exxon's reported earnings.

Thank you for tuning in, and I will see you next week!

Links to referenced articles:

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://oilprice.com/Energy/Crude-Oil/Low-Oil-Inventories-Suggest-Imminent-Supply-Deficit.html

https://oilprice.com/Energy/Crude-Oil/Oil-Prices-Jump-As-OPEC-Sticks-With-400000-Bpd-Output-Hike.html

https://www.wsj.com/articles/biden-to-designate-qatar-as-major-non-nato-ally-11643669419

https://www.wsj.com/articles/exxon-chevron-hit-gushers-of-cash-as-big-oil-companies-lure-back-investors-11643721078?mod=Searchresults_pos2&page=1

This week's episode covers recent developments in the energy industry, focusing on natural gas, Russia, Europe, and the energy crisis. Next week I will have a much more detailed analysis on the market, so stay tuned!

Thank you all for tuning in, and I will see you next week!

In this week's special episode, I dive into my takeaways from interning at ConocoPhillips for the summer. I discuss my expectations going into the internship, how those changed, and my two key takeaways.

Thank you all for tuning in, and I will see you next week!

Links to referenced articles:

https://oilprice.com/Energy/Energy-General/Signs-Of-Demand-Weakness-Emerge-In-Oil-Markets.html

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://rigcount.bakerhughes.com/

In this week's episode, I dive into the latest OPEC news and future possibilities given the new production agreement. I then discuss oil stealing and smuggling by Mexican cartels and how this impacts the Mexican government.

Thank you all for tuning in, and I will see you next week!

Links to referenced articles:

https://www.nytimes.com/2021/07/18/business/opec-plus-oil-production.html

https://oilprice.com/Energy/Energy-General/US-Rig-Count-Rises-Despite-Oil-Price-Uncertainty.html

https://www.wsj.com/articles/yield-premium-on-riskier-corporate-bonds-nears-all-time-low-11626385329?mod=searchresults_pos8&page=1

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://oilprice.com/Energy/Energy-General/Mexicos-Drug-Cartels-Are-Stealing-Oil-Again.html

In this week's episode, I dive into the broad implications of Angola's privatization of state-owned oil company Sonangol. I then cover the latest in the OPEC drama and the new strategy of major oil-producing countries.

Thank you all for tuning in, and I will see you next week!

Links to referenced articles:

https://oilprice.com/Energy/Energy-General/OPECs-Spat-Isnt-Even-About-Oil.html

https://oilprice.com/Geopolitics/International/The-Real-Reason-OPEC-Talks-Broke-Down.html

https://oilprice.com/Energy/Energy-General/US-Rig-Count-Rises-In-Volatile-Week-For-Oil.html

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://oilprice.com/Energy/Energy-General/Will-70-Oil-Tempt-US-Producers-To-Open-The-Taps.html

https://oilprice.com/Latest-Energy-News/World-News/Angola-Kicks-Oil-Privatization-Into-Overdrive.html

In this week's episode, I discuss the "Eye of Fire" and its effect on energy market perceptions. I also dive into the details of the latest OPEC disagreements between Saudi Arabia and the UAE. I also touch on TC Energy, the canceled Keystone XL pipeline operator, seeking damages from the Biden Administration.

Thank you all for tuning in, and I will see you next week!

Links to referenced articles:

https://oilprice.com/Energy/Oil-Prices/Oil-Steady-As-OPEC-Battles-To-Break-Deadlock.html

https://oilprice.com/Energy/Oil-Prices/OPEC-Fails-To-Hike-Oil-Production-Delays-Decision-Again.html

https://rigcount.bakerhughes.com/static-files/4120f52a-68bb-4f76-bf14-d9133f1d4ed3

https://oilprice.com/Energy/Energy-General/Reuters-US-Agrees-To-Lift-Iran-Oil-Sanctions.html

https://oilprice.com/Energy/Oil-Prices/Oil-Surges-Past-75-As-OPEC-Discuses-2-Million-Bpd-Output-Boost.html

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://www.reuters.com/business/energy/fire-offshore-pemex-platform-gulf-mexico-under-control-2021-07-02/

https://oilprice.com/Energy/Energy-General/Keystone-XL-Owner-Seeks-15-Billion-In-Damages-From-Washington.html

In this week's episode, I discuss the Dutch court ruling leading to Shell looking to exit from its Permian Basin assets. I then dive into the details and implications of TC Energy's partnership in a carbon sequestration project, most known for its Keystone XL project.

Thank you all for tuning in, and I will see you next week!

Links to referenced articles:

https://ir.eia.gov/wpsr/wpsrsummary.pdf

https://rigcount.bakerhughes.com/static-files/87d297a5-68d6-4748-a32b-f9787dcdc0bf

https://oilprice.com/Energy/Crude-Oil/US-Rig-Count-Jumps-As-Oil-Prices-Hold-Above-70.html

https://oilprice.com/Energy/Crude-Oil/OPEC-Doesnt-Expect-More-US-Shale-Oil-Production.html

https://oilprice.com/Energy/Crude-Oil/Is-Shell-About-To-Turn-Its-Back-On-The-Permian.html

https://oilprice.com/Latest-Energy-News/World-News/Canada-Oil-Pipeline-Companies-Throw-Money-At-Energy-Transition.html