Shale Profits Remain Elusive by Nick Cunningham • Aug 15, 2018 • 35 Comments This time was supposed to be different.
Uncertainty Grips Troubled Pemex, World’s Most Indebted Oil Company by Don Quijones • Aug 6, 2018 • 17 Comments “Even a small deterioration” in its perceived credit risk could take a big financial toll on Mexico itself.
Was Aramco’s IPO Destined To Fail? by Oilprice.com • Aug 1, 2018 • 17 Comments Saudi Arabia appears to have scuttled its plans for the largest IPO ever — a move that may be explained partly by higher oil prices and partly by more dubious reasons.
How Bad Is Iran’s Oil Situation? by Nick Cunningham • Jul 9, 2018 • 27 Comments “There’s a really big gap between what foreign governments are saying and what companies are saying.”
Already Troubled Pemex & Mexico’s Oil Industry Wake Up in a New World by Don Quijones • Jul 5, 2018 • 19 Comments Tectonic shifts and clouds of uncertainty after Sunday’s election.
Saudi Arabia Won’t Bring 2 Million Bpd Online by Nick Cunningham • Jul 3, 2018 • 47 Comments President Trump said they would. Here’s why they won’t.
An Unexpected Carbon Tax Proposal by Llewellyn King • Jun 25, 2018 • 56 Comments What’s surprising is who’s pushing it: dyed-in-the-wool, rock-ribbed Republicans.
The Smart Money Gets Ready for the Next Credit Event by Wolf Richter • Jun 19, 2018 • 65 Comments “It feels like we’re about 12 months away, but we could get into extended innings.”
The Huge Ships for the Booming LNG Trade by MC01 • Jun 17, 2018 • 51 Comments Designs, Technologies, and Challenges for liquefied natural gas carriers.
China’s Global Electricity Takeover by Leonard Hyman and Willian Tilles • Jun 13, 2018 • 22 Comments Powered by low-cost state-funded capital.
