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Robin Mills
robinenergy
Calculation of OPEC+ cuts on Feb for OPEC, Jan for non-OPEC, assuming Mexico goes along So Saudi + Russia egos satisfied by same reference level and % cut; but Saudi's
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Reza Zandi
R_Zandi
My Views: As a result of sanctions, decline in the production of Iranian #oil has reached a point that it virtually has no effect on decisions made by #OPEC. It
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Nigel Gould-Davies
Nigelgd1
What did #Russia achieve by breaking up OPEC+ early last month? Triggered big rise in #oil supply during unprecedented demand shock. New agreement now on worse terms for Russia /1
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Anas Alhajji
anasalhajji
ThreadMy view on the OPEC++ oil production cut:1- Production base matters: April Vs. Q12- Counting shut-ins vs additional cut matters3- Duration of the cut matters: The longer it is, the
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Anas Alhajji
anasalhajji
Thread on oil prices, etc1- China supports oil demand & oil prices in NORMAL circumstances. It cannot do so in a #COVID19 world. Lower oil prices might encourage imports and
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Minyoung Sohn
minyoung_sohn
#OOTT @Samir_Madani In 1 hr, you are cordially invited to our webinar w/ @CornerstoneOil Mike RothmanThis is open to the public but requires registration, k?https://us02web.zoom.us/webinar/register/WN_E7G6i66VTJyd83TbldzL_A Bring your Q&A, would
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Roger Diwan
RogerDiwan
Oil markets have a very simple problem to understand, but extremely complex to implement by late May-early June: oil supply cannot exceed demand in aggregate for at least few months.
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Ben Winkley
Ben_Winkley
*Martin Tyler voice*"And it's LIVE!"https://www.youtube.com/watch?v=5lejhL6Mp24 https://twitter.com/Ben_Winkley/status/1318130846495350790 False start for the JMMC. Killing time waiting for the Opec livestream to kick back in?
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David Sheppard
OilSheppard
The numbers show why Saudi Arabia’s attempt to blame Mexico over 300k b/d might not fly in USS.Arabia oil output in February = ~9.8m b/dS.Arabia current output = ~12.3m b/d
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PiQ
PriapusIQ
Goldmans on the latest #OPEC(etc) agreement.“A historic yet insufficient cut”1/2#OOTT Goldmans on the latest #OPEC(etc) agreement.“A historic yet insufficient cut”2/2#OOTT
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Erik Townsend 🛢️
ErikSTownsend
1/THREAD: WHY OPEC+ CUTS ARE IRRELEVANT AND MARKET OBSESSION WITH THEM IS IRRATIONALProduction cuts are only effective and meaningful when they achieve a balance between supply and demand.When this balance
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Abhi Rajendran
ARaj_Energy
This Mexico situation is absurd They want to show @Pemex will be increasing production to local refiners. Those refiners ran at like 40-45% last year and are a total joke
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Navroop Singh
NavroopSingh_
The Oil producers are fucked from Saudis to Russia to Iran There is no one to buy future contracts, demand has collapsed. China has storage, US has its own
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Michael Kao
UrbanKaoboy
Re: Crude Oil-When Will EV Adoption Cause Peak Oil Demand? Although this will eventually happen, to paraphrase Mark Twain, "The reports of the death of hydrocarbons are greatly exaggerated."
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Elié Villeda
Elie_Villeda
Básicamente así está el timeline de la reunión OPEC1) El REQUISITO para dicha reunión es que todos tenían a cortar producción.2) En días pasados se discutió la base y cantidades
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michael dobson
michaeldobsonNZ
very happy to be quoted, warmly & accurately, by @climatemegan in this excellent analysis of the current state of the oil market and prospects for managed decline. i do want
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