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Episode 68 - OPEC Reductions | Treasury Department | Libertad? | Tesla, VW, Tesla, and you
IMO 2020 "best ever" from Energy Week: https://www.spreaker.com/user/9550540/energy-week-65
Saudi energy minister suspects Iran exports more oil than market believes
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/051919-saudi-energy-minister-suspects-iran-exports-more-oil-than-market-believes
- Most interesting point to come out of the recent OPEC JMMC meeting. Al Falih believes here is more Iranian oil on the market
- Could this impact the decision that OPEC/OPEC+ makes in June? It could also be a reason to support the rollover of the production restraint agreement
Iran's crude exports slide to 500,000 bpd or less: sources
https://www.reuters.com/article/us-iran-oil-exports/irans-crude-exports-slide-to-500000-bpd-or-less-sources-idUSKCN1SN2G4
- This could be what Falih was talking about at the JMMC meeting, or he might be smaller operations.
- Iran has plenty of stored oil near China that it can access that was exported there last year but didn’t clear customs.
Who gets Venezuela's oil?
https://www.cnn.com/2019/05/16/americas/venezuela-oil-debt-opinion-intl/index.html
- Russia and China (which are receiving debt payments in oil) are interested in keeping Maduro in power so they can receive their debt repayments
- If Maduro is overthrown will the debt be cancelled out?
IMO 2020 Insights: check it out!
Volkswagen’s New Battery Plant Could Be A Game Changer In Electric Vehicle Strategy
https://www.forbes.com/sites/ellenrwald/2019/05/15/volkswagens-new-battery-plant-could-be-a-game-changer-in-electric-vehicle-strategy/#23ce37e51df7
- the more companies making electric vehicle batteries, the more potential there is for battery innovation
- this is a limited factor for electric vehicle adoption, but perhaps if more people are making proprietary batteries there will be innovation.
Tesla Falls as Analyst Says Company Facing ‘Code-Red Situation’
https://finance.yahoo.com/news/tesla-falls-analyst-says-company-135920655.html
- Tesla stock went below $200 and analyst called Tesla in a code red situation
- The problem, he said, is that Musk is focused more side projects like insurance and robotaxis instead of trying to build demand for the Model 3.
- Could this be just a regular correction? Where should Tesla stock really be valued?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com
Saudi energy minister suspects Iran exports more oil than market believes
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/051919-saudi-energy-minister-suspects-iran-exports-more-oil-than-market-believes
- Most interesting point to come out of the recent OPEC JMMC meeting. Al Falih believes here is more Iranian oil on the market
- Could this impact the decision that OPEC/OPEC+ makes in June? It could also be a reason to support the rollover of the production restraint agreement
Iran's crude exports slide to 500,000 bpd or less: sources
https://www.reuters.com/article/us-iran-oil-exports/irans-crude-exports-slide-to-500000-bpd-or-less-sources-idUSKCN1SN2G4
- This could be what Falih was talking about at the JMMC meeting, or he might be smaller operations.
- Iran has plenty of stored oil near China that it can access that was exported there last year but didn’t clear customs.
Who gets Venezuela's oil?
https://www.cnn.com/2019/05/16/americas/venezuela-oil-debt-opinion-intl/index.html
- Russia and China (which are receiving debt payments in oil) are interested in keeping Maduro in power so they can receive their debt repayments
- If Maduro is overthrown will the debt be cancelled out?
IMO 2020 Insights: check it out!
Volkswagen’s New Battery Plant Could Be A Game Changer In Electric Vehicle Strategy
https://www.forbes.com/sites/ellenrwald/2019/05/15/volkswagens-new-battery-plant-could-be-a-game-changer-in-electric-vehicle-strategy/#23ce37e51df7
- the more companies making electric vehicle batteries, the more potential there is for battery innovation
- this is a limited factor for electric vehicle adoption, but perhaps if more people are making proprietary batteries there will be innovation.
Tesla Falls as Analyst Says Company Facing ‘Code-Red Situation’
https://finance.yahoo.com/news/tesla-falls-analyst-says-company-135920655.html
- Tesla stock went below $200 and analyst called Tesla in a code red situation
- The problem, he said, is that Musk is focused more side projects like insurance and robotaxis instead of trying to build demand for the Model 3.
- Could this be just a regular correction? Where should Tesla stock really be valued?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com
View all episodes
By Ryan Ray
4.2
3636 ratings
IMO 2020 "best ever" from Energy Week: https://www.spreaker.com/user/9550540/energy-week-65
Saudi energy minister suspects Iran exports more oil than market believes
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/051919-saudi-energy-minister-suspects-iran-exports-more-oil-than-market-believes
- Most interesting point to come out of the recent OPEC JMMC meeting. Al Falih believes here is more Iranian oil on the market
- Could this impact the decision that OPEC/OPEC+ makes in June? It could also be a reason to support the rollover of the production restraint agreement
Iran's crude exports slide to 500,000 bpd or less: sources
https://www.reuters.com/article/us-iran-oil-exports/irans-crude-exports-slide-to-500000-bpd-or-less-sources-idUSKCN1SN2G4
- This could be what Falih was talking about at the JMMC meeting, or he might be smaller operations.
- Iran has plenty of stored oil near China that it can access that was exported there last year but didn’t clear customs.
Who gets Venezuela's oil?
https://www.cnn.com/2019/05/16/americas/venezuela-oil-debt-opinion-intl/index.html
- Russia and China (which are receiving debt payments in oil) are interested in keeping Maduro in power so they can receive their debt repayments
- If Maduro is overthrown will the debt be cancelled out?
IMO 2020 Insights: check it out!
Volkswagen’s New Battery Plant Could Be A Game Changer In Electric Vehicle Strategy
https://www.forbes.com/sites/ellenrwald/2019/05/15/volkswagens-new-battery-plant-could-be-a-game-changer-in-electric-vehicle-strategy/#23ce37e51df7
- the more companies making electric vehicle batteries, the more potential there is for battery innovation
- this is a limited factor for electric vehicle adoption, but perhaps if more people are making proprietary batteries there will be innovation.
Tesla Falls as Analyst Says Company Facing ‘Code-Red Situation’
https://finance.yahoo.com/news/tesla-falls-analyst-says-company-135920655.html
- Tesla stock went below $200 and analyst called Tesla in a code red situation
- The problem, he said, is that Musk is focused more side projects like insurance and robotaxis instead of trying to build demand for the Model 3.
- Could this be just a regular correction? Where should Tesla stock really be valued?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com
Saudi energy minister suspects Iran exports more oil than market believes
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/051919-saudi-energy-minister-suspects-iran-exports-more-oil-than-market-believes
- Most interesting point to come out of the recent OPEC JMMC meeting. Al Falih believes here is more Iranian oil on the market
- Could this impact the decision that OPEC/OPEC+ makes in June? It could also be a reason to support the rollover of the production restraint agreement
Iran's crude exports slide to 500,000 bpd or less: sources
https://www.reuters.com/article/us-iran-oil-exports/irans-crude-exports-slide-to-500000-bpd-or-less-sources-idUSKCN1SN2G4
- This could be what Falih was talking about at the JMMC meeting, or he might be smaller operations.
- Iran has plenty of stored oil near China that it can access that was exported there last year but didn’t clear customs.
Who gets Venezuela's oil?
https://www.cnn.com/2019/05/16/americas/venezuela-oil-debt-opinion-intl/index.html
- Russia and China (which are receiving debt payments in oil) are interested in keeping Maduro in power so they can receive their debt repayments
- If Maduro is overthrown will the debt be cancelled out?
IMO 2020 Insights: check it out!
Volkswagen’s New Battery Plant Could Be A Game Changer In Electric Vehicle Strategy
https://www.forbes.com/sites/ellenrwald/2019/05/15/volkswagens-new-battery-plant-could-be-a-game-changer-in-electric-vehicle-strategy/#23ce37e51df7
- the more companies making electric vehicle batteries, the more potential there is for battery innovation
- this is a limited factor for electric vehicle adoption, but perhaps if more people are making proprietary batteries there will be innovation.
Tesla Falls as Analyst Says Company Facing ‘Code-Red Situation’
https://finance.yahoo.com/news/tesla-falls-analyst-says-company-135920655.html
- Tesla stock went below $200 and analyst called Tesla in a code red situation
- The problem, he said, is that Musk is focused more side projects like insurance and robotaxis instead of trying to build demand for the Model 3.
- Could this be just a regular correction? Where should Tesla stock really be valued?
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com