Musings Newsletter

• Divining The Oil Recovery – Bulls And Bears At Loggerheads
• Oil Storage Reflects Output Up And Mixed Demand Picture
• Crude Oil Leads Commodity Returns: A Dead Cat Bounce?
• Revisiting Natural Gas Storage: Should Consumers Relax?
• More Companies Reveal Strategies For New Energy Reality

Musings From The Oil Patch, July 28, 2015 Read More

EIA’s New Oil Output Forecasts Raise Questions About Data

Wind Power Allows Rhode Island To Lead Nation Once Again

Crude Oil Has Been Down So Long It Looks Like Up

What Do Record European Oil Storage Volumes Signal?

Signs Of Problems For Energy Private Equity Funds

Global Economic Growth Lowered Once Again

Musings From The Oil Patch, July 14, 2015 Read More

• Has Saudi Arabia Already Won The Oil Price War?
• Natural Gas – The Rodney Dangerfield Of Commodities
• The American Shale Revolution’s Successes And Challenges
• Does Capex Spending Survey Reflect Exploration Optimism?
• Over-The-Road Trucks To Go On Fuel Diet

Musings From The Oil Patch, June 30, 2915 Read More

• Weekly Oil Data Confusing, But Optimism High About Prices
• Will The Petroleum Industry Actually Change How It Works?
• McKibben-Watts Is More Lincoln-Douglas Than Lee-Grant
• Is The Future Of The Automobile Already Here Now?
• Below Average Hurricane Forecast Shifts Focus To Disasters

Musings From The Oil Patch, June 16, 2015 Read More

• Climate Change Battle Heading For December Crescendo
• A Funny Thing Happened On The Way To The Oil Output Decline
• VMT Are Rising But Gasoline Volumes Are Lagging

Musings From The Oil Patch, June 2, 2015 Read More

• The Promise Of Offshore Wind Takes Another Economic Hit
• The Petroleum Industry’s New Scourge – Political Elections!
• A Retro Drive To Rhode Island Interrupted At McDonald’s
• EVs Will Struggle To Find Customers Unless Gas Prices Rise
• The Conundrum Of Oil Price Rally For Traders And Managers

Musings From The Oil Patch, May 19, 2015 Read More

• Plumbing The Depths Of Saudi Oil Strategy – Al-Naimi Talks
• Marked Down Economic Activity Impacting Energy Demand
• Shell CEO On BG Deal – “This Isn’t A Bet On Oil Prices”
• Future Of Shale Revolution Driven By Private Equity Money
• Oil Patch Unemployment Is Challenge For Industry’s Future
• There Is Good News For The Offshore Oil And Gas Industry

Musings From The Oil Patch, April 21, 2015 Read More

• Falling Rig Counts But Sustained Output – Change Coming?
• Keystone XL – The Whack-a-Mole That Keeps Re-Surfacing
• The Game Of Calling The Cycle Bottom
• Global Warming Fear To Be Replaced By Ice Age Concern?
• Attacks On Energy Companies Come From All Quarters

Musings From The Oil Patch, April 7, 2015 Read More

• More Thoughts On The Restructuring Of The Oil Industry
• Northeast Remains Environmental Battleground Over Energy
• Winter’s Latest Surprise And The Natural Gas Outlook
• A Global Force Influencing Oil Prices That Is Often Ignored
• Will Cheap Capital Bail Out Energy Or Prolong The Agony?

Musings From The Oil Patch, March 24, 2015 Read More