World Oil's Daily Brief

World Oil's Daily Brief


Latest Episodes

Political moves, both current and projected, are placing outsized influence on U.S. and Canadian oil markets
September 27, 2020

While Canada's leaders promise measures to protect oilfield livelihoods, shale drillers in the U.S. are working to minimize the impacts of a potential Biden victory.

BP makes its peak oil demand prediction amid historic drilling trends in the U.S. and abroad
September 20, 2020

BP has boldly claimed that global oil demand will peak in the next ten years in its 2020 Energy Outlook. Some emerging trends in the upcoming World Oil 2020 Drilling Forecast reveal how future production capacity may make that happen.

Are the oil industry's opportunities for post-coronavirus recovery dwindling in North America?
September 13, 2020

In addition to record job losses, legislative activities and harsh economic realities will limit options for oil and gas sector growth in North America's post-coronavirus economy.

In a post-Schlumberger world, how will the new frac services landscape change the way shale explorers operate?
September 06, 2020

Between Halliburton and Liberty Oilfield Services, hydraulic fracturing now has two major players with fundamentally different field capabilities and technology ambitions.

Are oil prices stable enough to support a U.S. shale drilling recovery?
August 30, 2020

A close examination of drilling activity and oil price resilience suggest that pieces may be coming into place to support the start of a U.S. shale recovery.

How "lower for longer" has become the new baseline for the oil and gas industry
August 16, 2020

As forecasts show no near-term end in sight for depressed oil demand, operators are making dramatic adjustment to meet new industry realities.

Negative impacts of record-low drilling activity reverberate across the oil and gas industry
August 09, 2020

From bankruptcies and asset fire sales to job losses and record declines in crude production, drilling activity levels not seen since 1940 are affecting every corner of the oil and gas industry.

With oil's supermajors in distress, can smaller independents step up and lead a recovery?
August 02, 2020

A disconnect between drilling activity and supermajors' earnings may reveal a shift in industry leadership, as evidence that the oil and gas industry is reaching a bottom emerges.

As the oil industry struggles, are national leaders waiting until it's too late to intervene?
July 26, 2020

Service companies' unbiased market projections run counter to OPEC and IEA's models; Canadian drillers want new tax structures to replicate Norway's success; and a Texas regulator changes his tune on tariffs.

What lessons are oilfield service companies applying from downturns past to succeed today?
July 22, 2020

The last major downturn of the early 1990's taught service companies some harsh lessons, and their survival may hinge on how those lessons are applied in today's Covid-19 fueled downturn.