World Oil's Daily Brief
Latest Episodes
Is Warren Buffett's $10B natural gas spend a bet against decarbonization?
Buffett sees a longer future for natural gas in the U.S., encouraging signs of a recovery in drilling continue to emerge, and the UK seeks to put an expiration date on internal-combustion vehicles.
How might Joe Biden and his new $2 trillion climate plan affect the energy industry?
While Biden's multi-trillion-dollar plan seeks to reshape energy, OPEC projects a return to record oil demand in 2021 - and global drilling activity is backing that bet.
As the U.S. drilling decline continues, Canada's offshore industry puts Ottawa on the spot
Latest rig count numbers disappoint, a Canadian oil industry association gets tough, OPEC+ puts their foot down on cheaters, and a Marcellus shale recovery falls into question
Warren Buffet picks up the pieces as the U.S. oil industry is battered by legal, regulatory and financial challenges
Kurt and Cameron discuss the near- and longer-term effects of the Dakota Access pipeline shutdown on U.S. shale, legal precedents being set and who stands to benefit; also, Pemex tightens its grip around the neck of the golden goose that is Mexico's oil a
Is the drilling rig count finding a bottom?
As the working rig count reaches historic lows, we take a look at what it means for future production and inevitable consolidations to follow. Can technical innovation lead the industry out of the wilderness?
As oil demand sentiments diverge on a national and an operator level, are production plans evolving to keep pace?
From OPEC stalwarts down to individual producing companies, oil price and demand projections are dividing into two separate camps. World Oil's editors review some of these key differences, and what they mean for crude production plans.
Are crude production models ignoring rig count and oil price realities?
Kurt and Cameron review the Dallas Fed's recent oil production survey, and discover a "split personality" between production estimate and pricing models that could lead to an oil supply shock in 2021.
U.S. crude finds new markets as shale producers enter a critical phase
A key element of Australia's LNG ambitions is up for grabs, OPEC+ compliance drives buyers to U.S. crude, Deloitte projects a challenging earnings season for shale, and New Mexico's state budget feels the sting of low oil prices.
As oilfield job losses mount, is a resurgence in U.S. shale production on the horizon?
Kurt and Cameron explore PESA's research into oil and gas job losses and their impact on the economy, what new rig count numbers mean for oilfield service companies, and the potential for Continental Resources to lead another U.S. shale production trend.
Wednesday, June 17th
Kurt and Cameron explore the potential impact of gas flaring reforms in Texas, what a "new normal" might be for global demand, and why IEA and EIA projections diverge.