Jan 27, 2020
When it comes to total shareholder return, oil and gas companies have performed the worst of any industry over the past five years, according to a new report from the Boston Consulting Group. Oil price and geopolitical uncertainty, mistrust of management and the ongoing transition away from fossil fuels have all...
Jan 17, 2020
Record supply disruptions in an already well supplied market may
have contributed to the departure of a true risk premium in the oil
market, Paul Sheldon, chief geopolitical advisor with S&P
Global
Platts Analytics tells Platts Capitol Crude. On this week’s
podcast, Sheldon says the risk premium could return
following...
Jan 10, 2020
As rising US oil production allows the Trump administration to
rewrite foreign policy, what if projections for its continued
growth are wrong?
Adam Waterous, CEO of Waterous Energy Fund, thinks North American
oil and gas producers face severe capital flight risks in the
coming years that could result in US crude output...
Jan 3, 2020
Crude prices have surged, Iran has vowed revenge and analysts expect another attack on energy infrastructure in the Middle East, potentially impacting global oil supply significantly in the near term.
On this Platts Capitol Crude we talk to Behnam Ben Taleblu, a senior fellow with the Foundation for Defense of...