Jun 29, 2020
The fallout from the coronavirus pandemic and a host of other global tensions and trade conflicts brewing in recent months have heightened geopolitical risks to energy trade.
Harvard University professor Meghan O'Sullivan shares what she sees as the top geopolitical themes likely to persist beyond...
Jun 22, 2020
US oil and gas drilling has slowed to a crawl since global oil demand crashed this spring and prices tumbled with it.
Now that WTI has crept back up into the high $30s/b and potentially above $40/b, have we seen the worst of this drilling slowdown?
Ted Hall, a vice president at Kayrros, shares his views on current...
Jun 15, 2020
Rapidan Energy Group predicts sweeping changes for the energy sector if former Vice President Joe Biden beats US President Donald Trump in November.
Biden's policies would have global implications for energy trade, altering US/China relations, the pace of Iran's oil recovery, trans-Atlantic climate action and other...
Jun 8, 2020
US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook?
And how are OPEC and its allies going to view this returning US shale production as they're deciding how long to keep their...
Jun 1, 2020
The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund.
Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable financial footing set it up for massive capital flight and a prolonged...