It’s Supply and Demand, Stupid
Déjà Vu
Crisis? What Crisis?
Liberty Ships… Mark 2
Supply/Demand Balance Starting to Tip
OPEC+ Back in Control
Biden's Messy Messaging
The COP26 Edition
Demand Outlook Lifting, Supply Outlook Shrinking
New Age or Stone Age?
Lockdowns Back on the Agenda
What Ye Sow, So Shall Ye Reap
IEA Net Zero
IEA - Lost in Fantasy Land
US Liquids Production to Decline
Grownup Politics to Return?
Occidental – Anadarko in the Spotlight
Signs of Change in Venezuela?
The Scorpion and the Frog
The Squeakiest Wheel Gets the Most Oil
All Eyes on OPEC+
Third Wave Fears Versus Third Way Hope
Is it: “It’s the EU, Stupid!”, Or “The Stupid EU!”?
Permian Discipline To Set Longer Term Tone
OPEC’s Pricing Power Underlines Supply/Demand Fragility
One Swallow Does Not a Summer Make
The Case for Energy Resilience Has Been Made
Tomorrow's Problems Today
Higher For Longer
Realpolitik
EU's Article 16 Sojourn Needs to Force a Rethink on the UK's Fracking Moratorium
So Now We Know
2021 Outlook
The Lunatics Have Taken Over the Asylum
Is The Next Oil & Gas Supercycle On its Way?
The Die Has Been Cast
Chaos to Reign... The Reprise
Chaos to Reign
Virus or Vaccine
Inventories Take Centre Stage
One Pfizer Fits All
The Lunatics Have Taken Over the Asylum, but the Guards Still Have the Keys
7 Days makes One Weak
Reasons to be Cheerful
JKM and Rig Utilisation Cooking on Gas
There is a lot of confusion over what a Biden presidency will mean for oil & gas. Here we explore some of the issues.
Sliver Lining in the Gloom
Delta Force, Peak Oil pushed out 25 Years and Increasing Gas Price Volatility Tells us something
OPEC+ Undermining Price
Post Covid-19 "New Normal" still creating uncertainty.
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