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With the precarious relationship between U.S. and China exacerbated by the COVID-19 pandemic, the trade agreement between the two countries could be at risk. The collapse of oil markets has made the energy portion of the deal infeasible to accomplish, which, along with recent escalations, will negatively impact China’s compliance with the trade deal. ESAI Energy analyst, Yao Wu, joins Energy Analyst Talk to shed some light on the situation.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
After the June 2020 OPEC+ meeting, Andrew Reed joins Energy Analyst Talk to discuss how the decrease in Russian crude exports will essentially end Russia's "juggling act" in foreign crude markets.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
Chris Cote joins Energy Analyst Talk to discuss how the fall of crude prices and U.S. sanctions have impacted crude production in Venezuela, as well as what their prospects are for production and exports going forward.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
Elisabeth Murphy joins Energy Analyst Talk to pick things up from Episode 15 to continue the discussion on the role of DUC wells in shale production during the coronavirus recovery.
Listen to "Episode 15: The Role of DUC Wells in Shale Production During COVID-19, Part 1" here
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
ESAI Energy analyst on North America, Elisabeth Murphy, joins the show to explain how the number of DUCs could provide a quick production response if oil prices continue to recover, and what prices we'd need to see in order for producers to resume adding new rigs.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
As the first country to implement a lockdown response to COVID-19, China’s reopening could be indicative of what other countries can expect of their own recovery. In this episode, ESAI Energy's expert on China, Yao Wu, breaks down China's "new normal" and how it will tie into a recovery for fuels demand.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
On this episode of Energy Analyst Talk, ESAI Energy Principal, Sarah Emerson, joins the program to discuss the phasing out of lockdowns and what recovering oil demand will mean for crude oil markets and prices.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
Andrew Reed joins Energy Analyst Talk to explain how the coronavirus crisis has upended both LPG supply and demand, and led to a new framework for propane price formation.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
ESAI Energy refining expert, Chris Barber, joins Energy Analyst Talk to give an overview of how refiners are responding to the COVID-19 pandemic and how this response will shape recovery in refinery throughput and margins in the second half of 2020.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
ESAI Energy expert on global fuels, Linda Giesecke, joins Energy Analyst Talk to provide an overview of the impact COVID-19 has had on global oil demand, in particular transport fuels, as well as an outlook on its recovery through year end.
Subscribe to Energy Analyst Talk so you never miss a new episode, and visit our website to learn how ESAI Energy can help you solve your fuel, energy, and oil needs. www.esaienergy.com
Logo Opener by Free Music | https://soundcloud.com/fm_freemusic
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