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As the Oil Market Watches the Clock, Analysts Disagree Over Timing

What time is it? Credit: ShutterstockMany analysts agree that as US oil companies pullback capital spending, lay down rigs and drill fewer new wells, production will inevitably decline, supply and demand fundamentals will rebalance and oil prices...

Posted February 24, 2015    

Energy Quote of the Day: 'Forget Oil (for Now); US Gas Market More Structurally Challenged'

With all eyes focused on falling oil prices for the past several months, the US natural gas market has often been overlooked. Not that it has done much from a price movement perspective in the past couple of years.Another cold blast of Arctic...

Posted February 22, 2015    

Oil Revenue: Is it Really Lost if You Never Earned it?

There have been lots of recent headlines about how much money the governments of oil exporting nations will lose as a result of declining oil prices. But these countries will really just earn less money than they would from selling their product at...

Posted February 11, 2015    

Are the Saudis Scared to Cut Oil Production?

With the global oil market currently oversupplied to the tune of an estimated 2 million barrels per day, oil producer group Opec has struggled to formulate an effective strategy aside from “let the market sort it out.” For decades Opec played a...

Posted February 9, 2015    

Low Prices Awaken Floating Oil Storage Play

With the global oil market in a situation where futures contract prices are higher than prevailing prices – known by traders as contango – there is an incentive to purchase crude now and hold it until oil prices recover. Indeed, the world’s largest...

Posted February 4, 2015    

Energy Quote of the Day: 'This is What I Hate About This Industry'

The fallout from declining oil prices continues materializing on a daily basis – several companies announced workforce reductions this week – and Baker Hughes is one of the latest to make that difficult decision.“This is what I hate about...

Posted January 31, 2015    

Is Wall Street Overlooking NGL Price Impact on US Oil and Gas Producer Earnings?

When supplies of dry US natural gas swelled several years ago as companies honed their shale resource development skills, gas prices dramatically declined hitting a low of about $2 per million BTU. This caused natural gas producers to shift drilling...

Posted January 28, 2015    

Energy Quote of the Day: "Halfway Between $50 and $100"

The extremely steep and fast oil price decline is hitting companies hard, with projects cancelled and workers being laid off. As analysts scramble to evaluate which companies are most vulnerable in the lower oil price environment, some are trying to...

Posted January 23, 2015    

Energy Quote of the Day: "We Don't Think Additional Regulation is Needed at this Time"

The Obama administration announced plans earlier this week to regulate methane emissions from oil and gas operations, which resulted in the usual chorus of applause and grumbles from environmentalists and industry.“This is the biggest opportunity to...

Posted January 21, 2015    

Energy Quote of the Day: "OPEC Cannot Continue Protecting a Certain Price"

Implicitly or explicitly Opec countries are battling with US oil producers over the commodity price. There is much evidence to suggest that given US production growth volumes – Gulf Coast output alone is up 1.9 million barrels per day since 2010 –...

Posted January 20, 2015    

Energy Quote of the Day: "Baloney and Rubbish"

Saudi prince Alwaleed bin Talal made headlines this week when he stated oil prices would never again exceed $100 per barrel. Surely several analysts would advise him to “never say never,” but the prince also spoke about allegations that Saudi...

Posted January 17, 2015    

Energy Quote of the Day: The Bet is About the Timing of an Oil Price Rise, Not About If it Will Occur

There is abundant speculation about how much further oil prices might fall and when US oil production growth will begin to decline. The consensus among analysts and investors is that oil prices are likely to reverse course and start trending upward...

Posted January 15, 2015