#Oott

Peter Sutherland

econ_713

/1 As we get ready for the $CHK obituaries, a few thoughts on the company, Aubrey, & the end of Shale 1.0. In a couple of decades, history will regard

Homayoun Falakshahi

hfalakshahi

Since the election of Donald Trump in late 2016, the #US has emerged as a global #oil powerhouse, almost fully mathematically replacing lost volumes from #Iran and #Venezuela. /1 #oott

Mason Hamilton🛢📊⛽️

T_Mason_H

Noticed lots of discussion around Hydrogen lately. One serious challenge with hydrogen that I was unaware of until recently and find very interesting - Hydrogen Embrittlement. A complex chemical process

TankerTrackers.com, Inc.⚓️🛢

TankerTrackers

Right before @planetlabs further improved its SkySat quality this week, we were amazed to finally see a hi-res shot of the abandoned 350m x 70m FPSO tanker SAFER off the

Anas Alhajji

anasalhajji

Short Thread on Canada's New Carbon Tax: 1- Most of the reduction in the emissions in Europe since late 1980s happened because they shifted them to China & other countries

It takes two to contango

2Contango

THREAD #OOTT $STNG $ASC $TRMD New York-listed Scorpio, a major product tanker owner, said Australia would need to import an additional 236,000 bpd of refined products to replace lost production

Peter Sutherland

econ_713

1/n This thread will argue that the unique “triple-dip” nature of the 2014-2020 #Oil Bust has given #energy markets a false sense of security about the ability of #shale to

Big_Orrin

Big_Orrin

1.ThreadThe futures front month of pricing does not equates to the demand for cargoes in that loading month. It only reflects demand for a very small amount (less than 1%

Samer Mosis

Samermosis

While the purchase of @Nblenergymakes @Chevron a dominant Permian player, its international component is also a big development in East Med gas markets, and potentially a turning point for Israel's

Eastmed_NRG_analyst

eastmed_NRG

1/ #oott #eastmedgas #riskarb $CVX $NBLBefore I get started on this thread it’d be great if you would respond to this poll on the impact of the Elliott offer: 2/

David Fickling

davidfickling

Did Exxon Mobil just capitulate to peak oil demand?Looking at their writedown and reduced spending plans they announced Monday, it certainly looks that way:https://www.bloomberg.com/opinion/articles/2020-12-01/exxon-mobil-capitulates-to-pea

Ben Cahill

bencahillenergy

The prevailing view is that OPEC will get through a tough meeting, extend the current cuts for maybe three months, and wait for brighter days in 2021. I don’t disagree.

Kevin Book

kevinbookdc

#Wonk warning: a #thread on social cost of #carbon (SCC). We at @CVEPLLC expected @JoeBiden not just to reinstate higher SCC in his #dayone #climate order but also to look

Peter Sutherland

econ_713

1/n This thread will address some of the GME saga talking points that are currently being oversimplified. Note that, other than being friendly with ppl at Melvin Capital, I do

Caner Can

hcanercan

In a year of extreme volatility and uncertainty due to #COVID19, Turkey achieved great success in the field of energy, marking critical milestones in the E&P sector and further tapping

Sam

Samir_Madani

I decided to make a thread dedicated to real-time indicators of oil demand. Though a lot of sources have been around for some time now, some didn't make anything publicly

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.