06.23.2020 - By Ryan Ray
This week, Josh and Ryan talk about President Trump's re-election campaign, Iraq's production cuts under OPEC auspices, and a possible Permian revival. We also bring on Chris Micsak, Director of Pickering Energy Partners, to talk about oil hedges.
Chris's decline curve document - https://texasoilandgaspodcast.com/wp-content/uploads/2020/06/Shale-Efficiency.pdf
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This week's articles:
https://www.mrt.com/business/oil/article/OPEC-Agrees-on-Iraq-s-Compensation-for-Missing-15349598.php
https://www.houstonchronicle.com/business/energy/article/Reporter-s-Notebook-Oil-and-gas-facing-its-own-15350980.php
https://www.forbes.com/sites/davidblackmon/2020/06/18/the-oil-and-gas-situation-the-ep-sector-faces-a-reckoning/#2789acc51a81
https://www.forbes.com/sites/deborahbyers/2020/06/16/the-last-cycle-lessons-from-the-past-to-build-oil-and-gass-future/#14a774fd2cac
https://www.oilandgas360.com/column-oil-prices-no-longer-especially-cheap-after-strong-rally-kemp/
https://www.mrt.com/business/oil/article/OPEC-Virus-to-keep-fuel-demand-under-pressure-15346130.php
https://www.oilandgas360.com/u-s-shale-companies-to-boost-oil-output-by-500000-bpd-by-month-end/
https://www.oilandgas360.com/shale-producer-devon-energy-curtails-10000-bbls-per-day-of-oil-production/
https://pubs.spe.org/en/jpt/jpt-article-detail/?art=7236
https://www.mrt.com/business/oil/article/BP-writes-off-billions-as-covid-redraws-rules-of-15341735.php
https://www.mrt.com/business/energy/article/Dow-sets-goal-to-cut-emissions-reduce-plastic-15347456.php
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