Category: Crude Oil
-
IRAN
Military Strategy and Economic Risks 🎯Q: Should the US prolong the Iran war beyond March 2026 to further weaken the regime? A: Ferguson warns that extending the war past March 2026 creates major economic shock risks that outweigh regime change benefits, while both experts agree prolonging the conflict produces diminishing military returns (Iran’s ballistic missile capabilities already severely depleted) and primarily benefits Russia and China while risking…
-
The Best Oil Trader Says…
China’s Manufacturing Revolution đźŹChina transformed in 30 years from copying the West to leapfrogging it through highly educated population, entrepreneurial culture, capital access, and deep domestic market enabling supply chain agglomeration effects that create unprecedented competitive advantages. đźš—China’s EV market with 100+ manufacturers demonstrates unprecedented factory speed (NIO built factory from groundbreaking to first car in 17 months) combined with robotics automation to produce quality products at unmatched prices. 🤖China operates 100+…
-
Building NGP Energy Capital Management
Ken Hersh on why it’s important to only give money to people who can make lemonade out of lemons (e.g. the people who figured out what to do with wells with shale).
-
OPEC
Saudi Arabia’s new approach to oil production amidst ongoing challenges within OPEC indicating a willingness to accept lower oil prices, which has stirred market concerns, particularly as WTI prices fall to just above $58 per barrel. He provides historical context on OPEC’s founding objectives of stabilizing oil prices and ensuring fair returns, while highlighting the…
-
Why Oman’s $5B Smart Cities Are Different
-
Daniel Yergin on Power
 Daniel Yergin – Oil Explains the Entire 20th Century,” Pulitzer Prize winner and energy expert Daniel Yergin discusses his book “The Prize,” which chronicles the history of oil and its profound impact on the 20th century. Yergin shares how the book’s initial focus on oil’s history evolved into a comprehensive account of the century itself due…
-
Why Are We Importing Oil?
“Why Does The US Import Oil When They Produce So Much?” explores the paradox of the U.S. being the world’s largest oil producer while still being the second-largest importer of oil, despite significant growth fueled by hydraulic fracking and technological advancements since 2008. It reflects on historical oil dependency, especially during the 1970s crises, which catalyzed a…
-
JPMORGAN Outlook Q2
Via their Q2 update: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
-
Trump on Offense
Trump defends his proposal for a 10% tariff on imports from countries like China, India, and others. He argues that it would bring international trade back to the United States and save industries, such as steel, that have been negatively impacted by foreign competition. Trump believes that the tariffs would also give the US political…
-
Putin’s Power Company
“Russia’s energy empire: Putin and the rise of Gazprom,” the focus is on Russia’s use of energy as a political weapon, particularly in its relationships with Europe and Germany. The documentary explores how Russia, under Putin’s leadership, leveraged its vast natural gas reserves and control over Gazprom to gain influence and power on the global stage.…