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IEA’s 2030 Outlook – I Don’t Even Know Where To Start
IEA’s 2030 Outlook – I Don’t Even Know Where To Start Summary IEA predicts global oil demand will peak by 2030, leading to an 8 million b/d surplus due to Electric Vehicle and energy transition movement. IEA’s outlook shows a disconnect between GDP growth and oil demand growth, with unrealistic assumptions about EV penetration and […]
An Alarming Trend Is Developing In US Shale Oil Production
An Alarming Trend Is Developing In US Shale Oil Production Summary U.S. oil production is currently around ~13 million b/d. But despite the overall meaningful decrease in Lower 48 gas production, associated gas production remains strong. In addition, EIA’s reported weekly NGL production continues to outpace crude production growth. The market still falsely believes that […]
Is the U.S. Banking System Safe?–15 Years Later
IS THE U.S. BANKING SYSTEM SAFE? – 15 YEARS LATER “We’ve got strong financial institutions…Our markets are the envy of the world. They’re resilient, they’re…innovative, they’re flexible. I think we move very quickly to address situations in this country, and, as I said, our financial institutions are strong.” – Henry Paulson – 3/16/08 “I have full confidence […]
If You Believe
IF YOU BELIEVE If you believed they put a man on the moon Man on the moon If you believe there’s nothing up his sleeve Then nothing is cool REM – Man on the Moon The REM song Man on the Moon, released in 1992, is a haunting melancholy tune, with Andy Kaufmann and his […]
Lack Of New Fossil Fuels Investment May Trigger A New Financial Crisis
Lack Of New Fossil Fuels Investment May Trigger A New Financial Crisis I am an oilfield veteran of 38+ years. Retired from Schlumberger since 2015. My background is drilling and completion fluids. I have authored a number of technical papers on completion topics. I have worked around the world- Brazil, Russia, Scotland, and the Far […]
The Global Economy Is Rapidly Slowing Down
The Global Economy Is Rapidly Slowing Down Summary Between a domestic real estate bubble bursting, the Evergrande debt crisis, electricity power outages, plus negative service and manufacturing PMIs in September, China’s economic slowdown has been very swift. The practice of defaulting on foreign debt and trying to restructure domestic debt is common in emerging market […]
Peter Schiff: ‘The Fed Is Like Mr. Magoo! We Are Headed For A Massive Financial Crisis’
Peter Schiff: ‘The Fed Is Like Mr. Magoo! We Are Headed For A Massive Financial Crisis’ Peter Schiff has been saying that even though the stock market is on a slow downward slide, the biggest problem is actually in the bond market. Last week, Schiff warned us to be wary of the calm before the […]
Shale Company Defaults On $175 MM In Bonds Without Making A Single Interest Payment
Shale Company Defaults On $175 MM In Bonds Without Making A Single Interest Payment Update: And just to prove that people are indeed, idiots, moments ago this hits: ENERGY XXI GULF COAST, INC. PRICES UPSIZED PRIVATE OFFERING OF $1.45 BILLION OF 11.000% SENIOR SECURED SECOND LIEN NOTES DUE 2020 We set the odds at 75% […]
