Equity Finance Betting Against Saudi Arabia

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Earlier this year, equity finance players like Blackstone Group LP said they would be out in force cherry picking for cheap oil and gas assets. The theory was simple. As everyone with any experience in oil cycling can tell you, it is too hard to pick “the bottom.” Equity finance players know that and said […]
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Iranian flag

Commentary: Geopolitics and oil prices — between a rock and a hard place

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Voices blogger Amy Myers Jaffe writes on how oil traders that appear to be hedging themselves against a possible deal between the West and Iran on the nuclear question miss the increasingly complex forces at play today in oil geopolitics.

New Interior Fracking Rules Might Help Ease Ban Momentum

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Industry would do well to embrace the new US Department of Interior Bureau of Land Management (BLM) rules for hydraulic fracturing on public lands. Stronger regulation and compliance in the sector is the industry’s best avenue to roll back an increasing trend for localities to seek outright bans. Twenty four US states currently have municipal […]
Categories: General

Natural gas heavy duty trucking fleet could benefit US economy and security, but not necessarily climate

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The decision by the Organization of Petroleum Exporting Countries’ (OPEC) decision to favor a market-share approach rather than defend prices – and the subsequent fall in oil prices– has prompted a drop in drilling activity in the United States and layoffs in the oil and gas sector. While the U.S. economy benefits from falling oil […]
Categories: General

Oil’s Mixed Signals

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Oil prices stabilized last week amid reports that the US rig count has fallen close to 25 percent from its peak in October 2014. Yet even with some positive news about oil demand trends in December, analysts are assessing the surplus in oil markets for the first quarter of 2015 to be 2.5 million b/d […]
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New Year’s Message to Congress on U.S. Energy Independence and Exports: Do No Harm

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When asked about the Republican agenda for 2015, U.S. Senate Majority Leader Mitch McConnell (R-Ky) is promising a “full-throated” debate on national energy policy. That worries me because ultimately, our energy situation is already moving in the right direction. U.S. oil imports have tumbled to their lowest levels in 16 years, with oil from the […]
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(AP file photo/John Moore)

Commentary: Reading tea leaves of Saudi 2015 budget

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The kingdom has historically missed the mark between budget making and actual oil prices.

GCC Next Generation Leaders and the Price of Oil

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This post was written by Jareer Elass, a Washington-based consultant and previous Mideast editor for Energy Intelligence Group. After several years of simmering disunity, members of the Gulf Cooperation Council (GCC) are showing strong signs of strategic alignment. After a tumultuous year for the organization, highlighted by the dramatic move in March 2014 when Saudi […]
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Run up to OPEC meeting (amid Russian paranoia): Is Canadian heavy oil a Key Saudi Target?

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This post was written by Jareer Elass, a Washington-based consultant and previous Mideast editor for Energy Intelligence Group. U.S. oil imports have tumbled to their lowest levels in 16 years this month, with oil from the Organization of Petroleum Exporting Countries (OPEC) losing significant market share. Nigeria’s crude oil exports to the U.S. have been […]
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The Spoils of War: US Diplomacy Must Focus on Conflict Resolution Over Oil Revenues

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In the recent debate about what mistakes the United States has made in the Middle East and new air strikes on Syria, more attention needs to be given in the follow up to military action to oil conflict diplomacy. The United States and its coalition partners paid inadequate attention to oil conflict diplomacy in Iraq […]
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