BP Says the Era of Oil-Demand Growth Is Over
https://finance.yahoo.com/news/bp-says-era-oil-demand-230100653.html
- how is it possible to really believe that oil demand peaked in 2019?
- per capital usage in China, INdia, Pakistan, Africa still so much room for growth
- amount of GDP growth would have to slow at a staggering rate in order for oil demand to have already peaked

Citi, Vitol see oil demand recovery into 2021
https://www.argusmedia.com/en/news/2140866-citi-vitol-see-oil-demand-recovery-into-2021

Oil prices suffer a second weekly fall on demand worries
https://www.marketwatch.com/story/oil-prices-head-for-second-weekly-fall-on-demand-worries-2020-09-11
- Will OPEC made a change? Will they try to shift to a rapid response group?

OPEC Turns 60! Here’s a look at some key moments over the past 60 years.
https://www.forbes.com/sites/ellenrwald/#3a16e053ebaf

Monthly Statistical Report - API
- Demand AND supply increased in August
- 2.5 million bpd of motor gasoline demand above where we were in April But still well below year over year and 5 year average
- Rig count bottomed out but production up. Result of shut in coming online and significant productivity gains
- Petroleum exports: role of China? On again off again. Geopolitical element combined with a business as usual element.
- Crude oil inventories: They’ve been heading down since June but are still above the 5 year average. What’s ahead in terms of seasonality? What about gasoline production?
- 3 million barrel per day increase shows underlying need for liquid fuels is still there.

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