In this week's episode, I dive into the details regarding the importance of developments at Exxon and BP. I dissect Exxon's historic activist loss to Engine No. 1 and BP's spinning off a significant oil field asset.

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

Links to referenced articles:

https://rigcount.bakerhughes.com/static-files/51bfff6a-34b3-46b8-8f81-4164428a3fc3

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

https://www.wsj.com/articles/the-hedge-fund-manager-who-did-battle-with-exxonand-won-11623470420

https://www.wsj.com/articles/bp-considers-spinning-off-iraq-operations-11623423824?mod=searchresults_pos3&page=1

In this week's episode, I discuss the transformation of US coal-powered plants to mine Bitcoin and the implications of this development. I then discuss WTI price changes and what is driving them.

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

Links to referenced articles:

https://rigcount.bakerhughes.com/static-files/1828bbc4-32dc-4edf-88c6-6a03fadd27f1

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

https://www.wsj.com/articles/bitcoin-miners-are-giving-new-life-to-old-fossil-fuel-power-plants-11621594803

In this week's episode, I discuss the current state of the global oil industry and specifically the crosscurrents shaping the US oil and gas industry. I then tackle the groundbreaking story regarding the ransomware attack on Colonial Pipeline, what it means for the industry, and what we must change in the future.

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

Links to referenced articles:

https://oilprice.com/Energy/Crude-Oil/OPEC-Continues-To-See-Strong-Oil-Demand-Recovery-In-2021.html

https://www.wsj.com/articles/few-signs-of-recovery-for-u-s-oil-production-opec-says-11620734584

https://www.wsj.com/articles/colonial-pipeline-hack-sparks-questions-about-lax-cyber-oversight-11620689340

In this week's episode, I tackle the global emissions and climate change debate and how that will reverberate across the energy industry. I then discuss what we may see out of the upcoming OPEC meeting and its implications.

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

Links to referenced articles:

https://www.wsj.com/articles/the-115-trillion-price-tag-to-cut-global-emissions-11619375103?mod=hp_lead_pos7

https://rigcount.bakerhughes.com/static-files/8d5bb510-8faa-46ce-9603-23186a6bbc3d

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

https://oilprice.com/Energy/Crude-Oil/Deeply-Discounted-Crude-Becomes-Headache-For-OPEC.html

In this week's episode, I dive into an oversupply of pipelines in the Permian Basin and how that will shake out over 2021. I then look at WTI over the past week and what we may see out of OPEC's next meeting.

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

Links to referenced articles:

https://oilprice.com/Energy/Crude-Oil/The-Permian-Faces-An-Empty-Pipeline-Crisis.html

https://oilprice.com/Energy/Energy-General/US-Oil-Bankruptcies-Shoot-Up-In-Q1-2021.html

https://rigcount.bakerhughes.com/static-files/d1ef4f94-d40a-4892-b8dc-2273ce220198

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

In this week's episode, I touch on price changes in WTI and my thoughts on its direction. I then speak to the recent China/Australia coal war and the blacklisting of imports from Australia. I then dive into some of the geopolitical fronts China is confronting worldwide.

Thank you for tuning in this week, and I hope you have a great week!

Links for the referenced articles:

https://oilprice.com/Energy/Energy-General/How-The-US-Could-Benefit-From-Australias-Trade-Spat-With-China.html

https://oilprice.com/Energy/Coal/Chinese-Cities-Go-Dark-Amid-Energy-Spat-With-Australia.html

https://oilprice.com/Energy/Energy-General/The-Real-Reason-China-Is-Betting-Big-On-Renewables.html

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

https://rigcount.bakerhughes.com/static-files/c44d252f-90ba-49ed-abb8-be40c6f9ab61

In this week's episode, I touch on my expectations for the recent OPEC+ meetings versus what happened. I discuss what that means going forward and what to watch out for. I then dive into the recent Pioneer/DoublePoint acquisition and why this fits with the current theme of upstream acquisitions.

Thank you all for tuning in, and happy Easter!

Links to articles discussed in the show:

https://oilprice.com/Energy/Energy-General/OPECs-Surprise-Decision-Bodes-Well-For-Oil-Demand.html

https://www.wsj.com/articles/pioneers-6-4-billion-deal-for-smaller-shale-rival-signals-life-in-oil-patch-11617454139

https://seekingalpha.com/news/3678967-pioneer-natural-to-buy-doublepoint-energy-in-64b-deal

https://seekingalpha.com/news/3623900-pioneer-natural-resources-inks-7_6b-deal-for-parsley-energy

https://rigcount.bakerhughes.com/static-files/c92d74dd-2a24-4bfb-ac96-7468811af084

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

In this week's episode, I cover OPEC's surprise announcement and the next steps for the oil market. I then tackle Sustainable Aviation Fuels (SAFs) and recent developments in that market.

Thank you all for listening to this episode, and I hope you have a great week!

Below are the referenced articles:

https://oilprice.com/Energy/Energy-General/Cooking-Oil-Could-Fuel-Your-Next-Flight.html

https://oilprice.com/Energy/Oil-Prices/Oil-Soars-As-OPEC-Sources-Suggest-No-Production-Increase.html

https://oilprice.com/Energy/Energy-General/Oil-Prices-Slip-As-US-Rig-Count-Falls.html

In this week's episode, I tackle fluctuations in WTI and analyze and provide color to the upcoming OPEC+ meeting. I then take a look at Brazil's Petrobras and the implications of the new CEO change.

Thank you all for listening to this episode, and I hope you have a great week!

Below are the referenced articles:

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

https://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-And-Russia-Are-Headed-For-Another-Clash-On-OPEC-Oil-Cuts.html

https://oilprice.com/Energy/Oil-Prices/Barclays-Now-Sees-Brent-Crude-At-67-In-2021.html

https://rigcount.bakerhughes.com/

https://www.wsj.com/articles/petrobras-ceo-says-will-step-down-as-brazils-president-moves-in-on-oil-giant-11614279476?mod=searchresults_pos7&page=1

https://www.worldometers.info/oil/brazil-oil/#:~:text=Oil%20Reserves%20in%20Brazil&text=Brazil%20holds%2016%2C184%2C100%2C000%20barrels%20of,14.9%20times%20its%20annual%20consumption.

https://oilprice.com/Energy/Energy-General/Oil-Demand-Wont-Be-Wiped-Out-By-Energy-Transition.html

In this week's episode, I interview Reid I'Anson, a senior economist at Kpler. Reid brings an exciting perspective to the current energy industry and provides many valuable insights. Reid covers topics ranging from the recent power outages in Texas to geopolitics.

Thank you all for listening to this episode, and I hope you have a great week!

Please find the below links if you are interested in learning more about Reid and some of his works.

https://www.approachecon.com/

https://www.linkedin.com/in/reid-ianson/