Podcasts about saudi russia

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Best podcasts about saudi russia

Latest podcast episodes about saudi russia

Good Morning Africa
Meet the CEO: Peace Ndoli, Co-founder of Lifesten Health.

Good Morning Africa

Play Episode Listen Later Oct 13, 2023 18:41


FIS CASTAWAY
Decoding Ammonia Market Barriers, Biden-McCarthy, OPEC and that Saudi-Russia situation

FIS CASTAWAY

Play Episode Listen Later Jun 1, 2023 33:11


In this episode:Discover the challenges in green ammonia production and how market turbulence affects the shipping industry.Investigate the role of Brent Crude Futures Complex prices on international economies.Uncover the implications of the OPEC+ meeting and its relation to Iranian oil transportation.Delve into long-term iron ore contracts, seaborne coal valuations, and the impact of China's demand.Determine the effects of e-commerce on shipping, the last-mile delivery market, and workforce deficits.The Future of Ammonia Market We talk with Kieran Walsh about the expected impact of green ammonia. The ammonia market is moving toward green ammonia, a more environmentally friendly alternative to traditional grey ammonia. Green ammonia, which is produced using renewable energy through the process of electrolysis, has the potential to significantly reduce environmental impacts associated with grey ammonia, such as methane emissions. However, green ammonia production currently faces several challenges that need to be overcome, including capital investments, infrastructure, and fixed-price supply contracts to attract investors. The market is volatile and uncertain, but there is potential for green ammonia to have a significant impact on seaborne ammonia trade from the middle of next year. During the Freight Up! podcast, Richard Stevenson highlights ammonia's potential in energy transportation, mentioning its convenience in moving energy from one location to another, and its environmental benefits for net energy importers. He also noted the challenges faced by green ammonia, including the need for a fixed price offtake agreement to encourage investment in infrastructure by shipping companies. FIS has the Argus Northwest Europe Futures contract, which allows oil traders to manage risk and create speculative positions in green ammonia.We also talk with Archie Smith, Kerry Deal and Hao Pei.Timestamped summary of this episode: 00:01:11 - The Future of Ammonia Market, Richard Stevenson, Strategic Advisor to FIS, discusses the two buckets of the ammonia market, grey ammonia, and green ammonia, and the barriers to the adoption of green ammonia. 00:08:37 - The State of the Ammonia Market, Kieran Walsh, the ammonia broker, says that decarbonization efforts have made ammonia a key part of energy transition and decarbonization. 00:14:33 - Fuel Oil Market Update, Archie Smith, the fuel oil broker, says that the Brent Crude Futures Complex is still uncertain, but he hopes that the uncertainty will be lifted after the weekend. 00:15:16 - OPEC uncertainty, Archie Smith discusses the upcoming OPEC meeting and the uncertainty surrounding it with Russia hinting at no changes to quotas or production. 00:18:36 - Capes and Panamaxes, Kerry Deal reports on the struggles in the Capes market due to decreasing congestion at Chinese ports and slowing exports from Brazil. 00:23:10 - Ferrous Complex Outlook, Hao Pei shares insights from a shipping conference, including the expectation of a narrower price range for the Ferrous Complex in the second half of 2023.

Ransquawk Rundown, Daily Podcast
US Market Open: NQ continues to outperform post AAPL & AMZN, while JPY dictates FX

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 29, 2022 3:13


European bourses are firmer across the board, Euro Stoxx 50 +0.9%, and are set to post their best monthly performance since Nov'20.NQ continues to outperform, +1.2%, amid after-market earnings from AMZN and AAPLDXY attempts to recoup from JPY-induced pressure after USD/JPY dropped to 132.50; EUR fades despite hot-CPI and strong GDP dataCrude is bid while TTF relinquishes EUR 200 mark; Saudi-Russia talks and Lavrov looking into a call with US' BlinkenMarked pull-back in core debt but still notably bid for the week as a whole with a busy afternoon docket aheadUS President Biden and China's President Xi discussed face-to-face meeting and directed teams to follow up; did not discuss any potential lifting of US tariffs on Chinese products.Looking ahead, highlights include US Jun PCE, US Chicago PMI, and Canadian GDP. Earnings from Exxon Mobil, Phillips 66, AbbVie, and more.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Energy Week
Episode 161 - Pemex pipeline sets ocean ablaze | OPEC can't reach deal | Paul Hickin with S&P Global Platts

Energy Week

Play Episode Listen Later Jul 5, 2021 53:43


More from Ryan:https://twitter.com/ryanraysrhttps://shor.by/insidethewarroomConnect with Ellen:https://twitter.com/EnergzdEconomyPaul Hickin with S&P Global Platts @GramscianPaulUndersea gas pipeline rupture causes fire in Gulf of Mexicohttps://apnews.com/article/mexico-fires-business-e6e053384af21242722f2f3fc1acb27d- PEMEX fault, not “capitalism”- Mexico actually the first country to nationalize its subsoil resources- PEMEX doesn't maintain infrastructure well and chronically underfundedExplosion rocks Caspian Sea near Azerbaijan gas fieldhttps://www.theguardian.com/world/2021/jul/05/explosion-rocks-caspian-sea-near-azerbaijan-gas-fieldSaudi oil minister highlights need to extend Opec+ dealhttps://www.argusmedia.com/en/news/2231047-saudi-oil-minister-highlights-need-to-extend-opec-dealSaudi Arabia pushes back on UAE opposition to OPEC+ dealhttps://www.reuters.com/business/energy/saudi-energy-minister-pushes-back-uae-request-over-baseline-oil-output-says-2021-07-04/- Iraq committed to OPEC+ deal, doesn't want a price war- Favors extendedPaul Hickin with S&P Global Platts @GramscianPaul- OPEC and OPEC+ — different situation from Saudi/Russia spat last year- When UAE first raised baseline issue, prices were only in $40 range. Different scenario now- UAE made more sacrifices than other members- UAE looking to go up to 5 mbpd by 2030- Is it realistic to change the baselines? Would be hard is only some baselines change.- Prices have surged a bit - perhaps likelihood of no new deal? Or an OPEC fudge?- China's oil storage: little bit of a black box- Has gone from 50 days cover in imports 5 years ago to 100 days of imports. Puts China on par with IEA countries, which have to cover 90 days- Shows how important China views oil, still.- 2 million bpd in refining/petrochemical capacity to come online- If China wants to play a role as a swing consumer, it could do this using its oil stocks. - China buys when crude is cheap, less keen when crude is higher, but still buy a lot because of domestic demand. Oil security means won't draw down too far into reserves.

Energy Week
Episode 139 - OPEC is..undecided | South Korean-flagged tanker seized by Iran | China’s Wintry Cold Lifts Diesel

Energy Week

Play Episode Listen Later Jan 5, 2021 49:10


OPEC news:OPEC+ is still undecided as to whether it will increase productionRole of additional lockdowns being announced during break between OPEC meetingsAlso role of Qatar—Saudi end of airspace blockadeSouth Korean-flagged tanker seized by Iran, media reportshttps://www.reuters.com/article/iran-tanker/update-1-south-korean-flagged-tanker-seized-by-iran-media-reports-idUSL1N2JF0L8- Is this the next big conflagration?- how much is this related to sanctions? South Korea is holding $7 billion of Iranian money because of US sanctions- Are Iranians forcing the hand of the incoming US administration to see where they stand?Oil prices touch multi-month highs as OPEC+ expected to cap outputhttps://www.reuters.com/article/us-global-oil/oil-prices-touch-multi-month-highs-as-opec-expected-to-cap-output-idUSKBN299035- price fall today more related to US stock market falling than what’s specifically happening with oil- What about China?Saudi energy minister urges OPEC+ discipline as some members seek output gainshttps://www.spglobal.com/platts/en/market-insights/latest-news/oil/010421-saudi-energy-minister-urges-opec-discipline-as-some-members-seek-output-gains- Saudi—Russia in very different positions but the stakes aren’t as high as they were back in March 2020. Fewer barrels bpd and another monthly meeting coming up.OPEC secgen says ready to adjust oil output increaseshttps://uk.reuters.com/article/oil-opec/opec-secgen-says-ready-to-adjust-oil-output-increases-idUKL8N2IJ3OWChina’s Wintry Cold Lifts Diesel Use as Factories Buy Generatorshttps://www.bloomberg.com/news/articles/2021-01-03/china-s-wintry-cold-lifts-diesel-use-as-factories-buy-generators- bottlenecks like import restrictions. Leaving coal on the boat in the ocean. It’s paid for and sitting in China’s harbors.December diesel demand crawls up to 97% of pre-pandemic level http://timesofindia.indiatimes.com/articleshow/80063323.cms- mixed indicators of good and bad economic growth, just like in the U.S.Investors challenge ExxonMobil on multiple frontshttps://www.argusmedia.com/en/news/2173720-investors-challenge-exxonmobil-on-multiple-fronts

Arcadia Economics
London Paul: What Really Happened In The Saudi/Russia Oil Meeting

Arcadia Economics

Play Episode Listen Later May 22, 2020 28:17


You may remember how right before Corona changed the world as we know it, there was a failed coup in the Saudi Arabian government, and then a day later, the Saudi-Russia oil deal collapsed. And the market has been in disarray ever since. Of course as you might imagine, what really happened bears little resemblance to what has largely been reported. Which London Paul of the Sirius Report joined me on the show to discuss. He also talked about how it's possible to have a negative $40 per barrel oil price, and a lot of the other things that go on in the oil market that you simply can't find out about elsewhere. So to be a step ahead of the people you're trading against each day, click to listen to the interview now!

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Arcadia Economics
London Paul: Truth About Failed Saudi/Russia Oil Deal

Arcadia Economics

Play Episode Listen Later May 16, 2020 28:17


#LondonPaul: The Truth About The Collapsed #Saudi/Russia Oil Deal You may remember how right before Corona changed the world as we know it, there was a failed coup in the Saudi Arabian government, and then a day later, the Saudi/#Russia oil deal collapsed. And the market has been in disarray ever since. Of course as you might imagine, what really happened bears little resemblance to what has largely been reported. Which London Paul of the #SiriusReport joined me on the show to discuss. He also talked about how it's possible to have a negative $40 #perbarrel #oilprice, and a lot of the other things that go on in the oil market that you simply can't find out about elsewhere. So to be a step ahead of the people you're trading against each day, click to watch the interview now! - To get access to Paul's research via his Sirius Report podcast go to: https://www.thesiriusreport.com/ - To buy or sell #gold, #silver, #platinum, or #palladium through our precious metals sponsor Miles Franklin, who's offered to match or beat any price in the country: Email: Arcadia@MilesFranklin.com Or call: 833-326-GOLD (4653) - Click here to subscribe to Arcadia's Youtube channel: http://bit.ly/2t1HKOj - To buy the audio version of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershortaudio/ - To pre-order the print version of #TheBigSilverShort go to: https://arcadiaeconomics.com/the-big-silver-short/ - If you would like to support the show go to: https://arcadiaeconomics.com/supporttheshow/ - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic - To contact Chris Marcus go to: https://arcadiaeconomics.com/getting-help/ - Recorded by #ChrisMarcus of #ArcadiaEconomics on May 12, 2020: https://arcadiaeconomics.com/Subscribe to Arcadia Economics on Soundwise

Industry Focus
Energy: Renewable Energy Yieldcos -- Energy Stocks We’d Consider Buying Right Now

Industry Focus

Play Episode Listen Later May 14, 2020 23:38


Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19 Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter

Afternoons with Rob Breakenridge
State of the auto industry; "immunity passports"; improving elder care; Saudi-Russia price war

Afternoons with Rob Breakenridge

Play Episode Listen Later May 7, 2020 55:52


Today's guests: Dennis DesRosiers, President - DesRosiers Automotive Consultants Francois Baylis, Research Professor at Dalhousie University / Author :  Altered Inheritance: CRISPR and the Ethics of Human Genome Editing Dr. Carole Estabrooks, Principal Investigator -TREC (Translating Research in Elder Care) Dr. Sergey Sukhankin, Fellow at the Jamestown Foundation / Associate Expert at the International Center for Policy Studies  

The Energy Show
WHY OIL IS NEGATIVE

The Energy Show

Play Episode Listen Later Apr 21, 2020 30:14


A glut of product is driving down prices. Legendary energy economist Phil Verleger joins Mike to discuss how the U.S.-Saudi-Russia deal is really no deal at all, and how coronavirus is tampering demand. This is a must-listen episode for any oil investor.

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Snacks Daily
👊 “Quibi vs Disney vs Everyone’s Expectations” — Wing’s “X” drone. Exxon’s oil price awkwardness. Quibi’s 1st numbers.

Snacks Daily

Play Episode Listen Later Apr 13, 2020 19:05


We just got fresh download numbers from Quibi and Disney+ — and it reveals how they’re completely different species of streaming. Oil prices surged on a Saudi/Russia kumbaya moment, but it highlights how little control Exxon has over its profits. And Google’s drone delivery startup, Wing, just saw usage double because it’s doing what it always was supposed to do.

The Energy Show
FILLING UP: OIL STORAGE

The Energy Show

Play Episode Listen Later Apr 9, 2020 21:18


A glut of oil is straining storage capacity. Discover how the double-whammy of coronavirus and the Saudi-Russia price war is flooding the market with product, and how it is impacting prices. Steven Barsamian joins Mike.

The Society Show with Christian Patterson
Episode 4 - Mashpee Wampanoag, Hungarian museums, labor walkouts, COVID-19 imperialism

The Society Show with Christian Patterson

Play Episode Listen Later Apr 8, 2020 51:39


The Society Show with Christian Patterson, bringing you international news you may have missed, mixed with a barrage of soundboard clips, and Marxist propaganda. In this episode: - Trump threatens to disestablish Mashpee Wampanoag tribe - Viktor Orban becomes dictator of Hungary, advances nationalist museum project - Labor walkouts at Amazon, Whole Foods, Instacart and more - The US cynically uses COVID-19 for Imperialist antagonism against Venezuela and Iran - Jeff Epstein was best buds with Harvey Weinstein - ISIS members escape in prison riot - Hamas arrests Israeli spies - The drumbeat of Saudi-Russia oil war continues - Gun ownership soars in Brazil - Guns are critical infrastructure to the US - Capitalist parasite Peter Thiel funds CDC's COVID-19 app - German finance minister commits suicide - Eight people killed in Filipino aircraft carrying medical supplies - Hezbollah takes on coronavirus - Syrian refugees afraid to get tested because of chance of deportation - Libyan Civil War continues (thanks Obama) - Toronto institutes major social distancing fines All of this and much, much more on... The Society Show!

The Film Review: Movies Music Culture Politics Society Podcast | #TFRPodcastLive
TFR EP107 - COVID-19 PANDEMIC SAUDI-RUSSIA OIL WAR MAD MAX 1&2 REVIEW

The Film Review: Movies Music Culture Politics Society Podcast | #TFRPodcastLive

Play Episode Listen Later Apr 6, 2020 117:00


It's times we're living only seen in movies, forewarned in movies. The Husband and Wife Team look at the latest info uncovered within the investigation of the Covid-19 Pandemic, including a certain doctor didn't think Coronavirus was a threat to the United States. The Saudis and the Russians are at war over oil production. Saudi Arabia wanted to slow oil production, due to slowed demand. due to the global virus, Russia didn't-- Saudi began producing more oil, Russia said F-you, we're not dependent on our oil like you, we have rainy-day funds. The Saudis began flooding the market with oil, and the war is on. Crazy Dee and Tracey look at the Original Mad Max and Mad Max 2: Road Warrior, and ask-- isn't a war between 2-Super Powers, and the resulting breakdown of society, lead to a shortage of oil/gas/petroleum, and isn't this the dystopian world created, over greed, Max finds himself in? A world where anything and everything goes to survive oil and food storage. Then the team interviews PJ Barnes, the writer director actor-in 'The Players'; a movie about 2-brothers who plan some-get back at the person abusing their mother. The Interview and Review the 1st in a new segment called 'Coronavirus Shut Down: The New Normal Independent Filmmaker Interview and Movie Review Segment.  

Global Market Insights - Forex, Futures, Stocks
Oil seesaws on doubts about Saudi-Russia cuts; dollar firms ahead of NFP

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Apr 3, 2020 4:11


Oil surges then dips as markets question Trump's claim of a Russia-Saudi Arabia deal. Stocks turn lower as oil boost fades, services PMIs spread gloom. But dollar is set for weekly gains; unlikely to be held back by poor NFP.Risk Warning: 73.57% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: http://www.xm.com/market-analysis-videoIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.Visit our page for more: http://www.xm.com the international Forex broker.

Global Market Insights - Forex, Futures, Stocks
Stock sell off eases, dollar pulls back as markets calm slightly

Global Market Insights - Forex, Futures, Stocks

Play Episode Listen Later Apr 2, 2020 4:21


Virus panic subsides slightly, lifting stocks, but markets remain jittery.Dollar retreats from highs but braces for another jump in US jobless claims. Oilsoars on hopes of Saudi-Russia truce.Risk Warning: 73.57% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: http://www.xm.com/market-analysis-videoIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD.Visit our page for more: http://www.xm.com the international Forex broker.

Bloomberg Surveillance
Surveillance: Virus Impact on Americans With Gallup's Younis

Bloomberg Surveillance

Play Episode Listen Later Mar 31, 2020 40:42


Carmen Reinhart, Harvard Kennedy School Professor of the International Finance System, says the coronavirus, Saudi-Russia oil war, and risk of debt defaults have created a perfect storm for emerging markets. Mohamed Younis, Gallup Editor in Chief, reports that 52% of working Americans say their financial situation has already been affected by the coronavirus. Oliver Chen, Cowen Senior Equity Research Analyst, says the speed and viability of consumer spending post-crisis will be challenging. Shahab Jalinoos Credit Suisse Head of FX and Macro Trading Strategy, expects dollar strength to be relatively short-term. Julia Coronado, MacroPolicy Perspectives Founder & President, says the effectiveness of U.S. fiscal stimulus measures will determine if businesses can stay open and restart operations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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Texas Oil and Gas Podcast
Episode 149 - Josh is mad at the world | Pioneer CEO advocates regulation | OPEC?

Texas Oil and Gas Podcast

Play Episode Listen Later Mar 31, 2020 50:40


This week, Josh is mad at everything, Ryan is slowly slipping into depression, and we talk about the rising chorus of companies cutting capital expenditure and calling for government intervention. We discuss why the economics of the current downturn would best benefit from being left alone, and talk about how oilfield workers can go about getting new jobs.Economics in One Lesson: The Shortest and Surest Way to Understand Basic Economics - https://amzn.to/3dDzpDXBasic Economics 5th Edition - https://amzn.to/2QYNzpDLatest Coronavirus stats - https://www.worldometers.info/coronavirus/Find our post on sales tips - https://www.texasoilandgaspodcast.com/sales-tipsBuy your Polar Plunge t-shirt: https://texasoilandgaspodcast.com/plungeFollow the Texas Oil and Gas Podcast on Twitter - @TOGPodcastFollow Ryan on Twitter - @ryanraysrFollow Nate on Twitter - @OilMediaNateConnect with Josh on LinkedIn - https://texasoilandgaspodcast.com/connect-with-joshConnect with Ryan on LinkedIn - https://texasoilandgaspodcast.com/connect-with-ryanThe Texas Oil and Gas Podcast on LinkedIn - https://www.linkedin.com/company/35588693/admin/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - (318) 599-9192Visit our website - http://www.texasoilandgaspodcast.com/Buy Ryan's book - https://amzn.to/2CBOtAoThis week's articles:https://finance.yahoo.com/news/devon-energy-provides-revised-2020-105510648.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGzxRywdglUv7c79oSAfRcaLbFpl_3v4PWtdesiQ4Io1N1Ffw57ITQ8RK841sDNKqTRR-0_drG5O9rAlrTqpBmcU8WiR1PLzS8pT57sDG2XhXvr9TBYWrx4gVhBRpXC5y05blekI5DUZR_rsyY_djjCD-fkLi5QnSVJNIbTpISTrEnergy Industry Giving Back https://www.mrt.com/business/oil/article/Energy-industry-is-stepping-up-15164309.phpEconomic Newshttps://www.mrt.com/business/oil/article/Energy-economist-Production-cuts-won-t-work-15164280.phphttps://www.mrt.com/business/oil/article/Opinion-Oil-gas-industry-should-stand-by-15161849.phphttps://www.mrt.com/business/oil/article/Oil-s-60-crash-is-the-tip-of-an-iceberg-15156322.phphttps://www.mrt.com/business/oil/article/Local-oilman-highlights-Saudi-presence-in-Texas-15152191.phphttps://www.mrt.com/business/oil/article/Guest-Opinion-Trump-should-put-tariff-on-oil-15151022.phphttps://www.mrt.com/business/oil/article/Researchers-expect-industry-slowdown-will-15149212.phphttps://www.mrt.com/business/oil/article/Oil-crash-could-further-hamper-M-A-market-15149175.phphttps://www.hartenergy.com/news/us-shale-executive-warns-global-oil-glut-will-not-clear-soon-186678https://www.oilandgas360.com/pioneer-natural-resources-ceo-warns-independent-oil-companies-could-go-bankrupt-if-production-continues-amid-coronavirus/Pipeline/Exports to Mexico https://www.mrt.com/business/energy/article/Pipeline-operators-ask-oil-companies-to-stop-15164074.phphttps://www.oilandgas360.com/falling-latam-demand-deprives-u-s-refiners-of-top-customers/https://www.texansfornaturalgas.com/five_facts_about_the_us_mexico_energy_relationshipCompany Newshttps://www.mrt.com/business/energy/article/Apache-makes-deeper-cuts-while-its-Permian-Basin-15161716.phphttps://www.mrt.com/business/oil/article/Pioneer-CEO-Supermajors-prefer-all-the-15162115.phphttps://www.mrt.com/business/oil/article/Land-company-focuses-on-liens-bankruptcy-15149198.phphttps://www.hartenergy.com/exploration-productionhttps://www.hartenergy.com/news/oil-companies-cut-hundreds-jobs-texas-new-mexico-186598https://www.oilandgas360.com/exxon-may-crush-bailout-hopes-for-suffering-fracking-companies/https://www.oilandgas360.com/apache-makes-deeper-cuts-while-its-permian-basin-rig-count-goes-to-zero/https://www.oilandgas360.com/oxy-enacts-pay-cuts-amid-deeper-budget-cuts/https://www.oilandgas360.com/chevron-ceo-says-the-dividend-is-the-companys-no-1-priority-and-is-very-secure/https://www.oilandgas360.com/exploration-firm-block-energy-agrees-to-acquire-schlumberger-subsidiary/Future of O&G Newshttps://www.mrt.com/business/oil/article/Oil-crash-could-delay-investment-in-energy-15164355.phphttps://www.hartenergy.com/exclusives/stimulation-fleet-future-186070Water Newshttps://www.mrt.com/business/oil/article/Rising-demand-to-repurpose-produced-water-fuels-15164373.phphttps://www.mrt.com/business/oil/article/Midkiff-farmer-Encore-Green-team-on-produced-15164358.phphttps://www.hartenergy.com/exclusives/rise-water-midstream-186180G-20 and Saudi Russia price warhttps://www.mrt.com/business/oil/article/G-20-may-step-into-Saudi-Russia-oil-price-war-15157491.phpEarthquake hits Permian (News unrelated to market/coronavirus to help shake things up a little *da-dum-tss*)https://www.oilandgas360.com/record-5-0-magnitude-earthquake-hits-near-permian-basin-town/

Energy Intelligence
Competitive Intelligence: How Are US Shale Players Responding to Crisis?

Energy Intelligence

Play Episode Listen Later Mar 31, 2020 20:31


US onshore producers are likely to be among the hardest hit as the Saudi-Russia price war drags on and are already increasing their response to what has become a dire situation for the energy industry. Energy Intelligence’s US corporate team discusses what’s been done so far and what additional action could be taken, including potential production curtailments in Texas and the possibility of an Opec that includes North America.   Hosted by: Noah Brenner, Executive Editor, Houston, Deon Daugherty, Corporate Reporter, Houston and Luke Johnson, Corporate Reporter, Houston

Texas Oil and Gas Podcast
Episode 149 - Josh is mad at the world | Pioneer CEO advocates regulation | OPEC?

Texas Oil and Gas Podcast

Play Episode Listen Later Mar 31, 2020 50:40


This week, Josh is mad at everything, Ryan is slowly slipping into depression, and we talk about the rising chorus of companies cutting capital expenditure and calling for government intervention. We discuss why the economics of the current downturn would best benefit from being left alone, and talk about how oilfield workers can go about getting new jobs.Economics in One Lesson: The Shortest and Surest Way to Understand Basic Economics - https://amzn.to/3dDzpDXBasic Economics 5th Edition - https://amzn.to/2QYNzpDLatest Coronavirus stats - https://www.worldometers.info/coronavirus/Find our post on sales tips - https://www.texasoilandgaspodcast.com/sales-tipsBuy your Polar Plunge t-shirt: https://texasoilandgaspodcast.com/plungeFollow the Texas Oil and Gas Podcast on Twitter - @TOGPodcastFollow Ryan on Twitter - @ryanraysrFollow Nate on Twitter - @OilMediaNateConnect with Josh on LinkedIn - https://texasoilandgaspodcast.com/connect-with-joshConnect with Ryan on LinkedIn - https://texasoilandgaspodcast.com/connect-with-ryanThe Texas Oil and Gas Podcast on LinkedIn - https://www.linkedin.com/company/35588693/admin/We're looking for a new sponsor! Get in touch with us TODAY for a proposal - nate.hansen@gor2.comLeave a 5 star rating and review! - http://apple.co/2mkM3ASContact the show via text or voicemail - (318) 599-9192Visit our website - http://www.texasoilandgaspodcast.com/Buy Ryan's book - https://amzn.to/2CBOtAoThis week's articles:https://finance.yahoo.com/news/devon-energy-provides-revised-2020-105510648.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGzxRywdglUv7c79oSAfRcaLbFpl_3v4PWtdesiQ4Io1N1Ffw57ITQ8RK841sDNKqTRR-0_drG5O9rAlrTqpBmcU8WiR1PLzS8pT57sDG2XhXvr9TBYWrx4gVhBRpXC5y05blekI5DUZR_rsyY_djjCD-fkLi5QnSVJNIbTpISTrEnergy Industry Giving Back https://www.mrt.com/business/oil/article/Energy-industry-is-stepping-up-15164309.phpEconomic Newshttps://www.mrt.com/business/oil/article/Energy-economist-Production-cuts-won-t-work-15164280.phphttps://www.mrt.com/business/oil/article/Opinion-Oil-gas-industry-should-stand-by-15161849.phphttps://www.mrt.com/business/oil/article/Oil-s-60-crash-is-the-tip-of-an-iceberg-15156322.phphttps://www.mrt.com/business/oil/article/Local-oilman-highlights-Saudi-presence-in-Texas-15152191.phphttps://www.mrt.com/business/oil/article/Guest-Opinion-Trump-should-put-tariff-on-oil-15151022.phphttps://www.mrt.com/business/oil/article/Researchers-expect-industry-slowdown-will-15149212.phphttps://www.mrt.com/business/oil/article/Oil-crash-could-further-hamper-M-A-market-15149175.phphttps://www.hartenergy.com/news/us-shale-executive-warns-global-oil-glut-will-not-clear-soon-186678https://www.oilandgas360.com/pioneer-natural-resources-ceo-warns-independent-oil-companies-could-go-bankrupt-if-production-continues-amid-coronavirus/Pipeline/Exports to Mexico https://www.mrt.com/business/energy/article/Pipeline-operators-ask-oil-companies-to-stop-15164074.phphttps://www.oilandgas360.com/falling-latam-demand-deprives-u-s-refiners-of-top-customers/https://www.texansfornaturalgas.com/five_facts_about_the_us_mexico_energy_relationshipCompany Newshttps://www.mrt.com/business/energy/article/Apache-makes-deeper-cuts-while-its-Permian-Basin-15161716.phphttps://www.mrt.com/business/oil/article/Pioneer-CEO-Supermajors-prefer-all-the-15162115.phphttps://www.mrt.com/business/oil/article/Land-company-focuses-on-liens-bankruptcy-15149198.phphttps://www.hartenergy.com/exploration-productionhttps://www.hartenergy.com/news/oil-companies-cut-hundreds-jobs-texas-new-mexico-186598https://www.oilandgas360.com/exxon-may-crush-bailout-hopes-for-suffering-fracking-companies/https://www.oilandgas360.com/apache-makes-deeper-cuts-while-its-permian-basin-rig-count-goes-to-zero/https://www.oilandgas360.com/oxy-enacts-pay-cuts-amid-deeper-budget-cuts/https://www.oilandgas360.com/chevron-ceo-says-the-dividend-is-the-companys-no-1-priority-and-is-very-secure/https://www.oilandgas360.com/exploration-firm-block-energy-agrees-to-acquire-schlumberger-subsidiary/Future of O&G Newshttps://www.mrt.com/business/oil/article/Oil-crash-could-delay-investment-in-energy-15164355.phphttps://www.hartenergy.com/exclusives/stimulation-fleet-future-186070Water Newshttps://www.mrt.com/business/oil/article/Rising-demand-to-repurpose-produced-water-fuels-15164373.phphttps://www.mrt.com/business/oil/article/Midkiff-farmer-Encore-Green-team-on-produced-15164358.phphttps://www.hartenergy.com/exclusives/rise-water-midstream-186180G-20 and Saudi Russia price warhttps://www.mrt.com/business/oil/article/G-20-may-step-into-Saudi-Russia-oil-price-war-15157491.phpEarthquake hits Permian (News unrelated to market/coronavirus to help shake things up a little *da-dum-tss*)https://www.oilandgas360.com/record-5-0-magnitude-earthquake-hits-near-permian-basin-town/

Bloomberg Surveillance
Surveillance: Virus Impact on Americans With Gallup's Younis

Bloomberg Surveillance

Play Episode Listen Later Mar 31, 2020 39:57


Carmen Reinhart, Harvard Kennedy School Professor of the International Finance System, says the coronavirus, Saudi-Russia oil war, and risk of debt defaults have created a perfect storm for emerging markets. Mohamed Younis, Gallup Editor in Chief, reports that 52% of working Americans say their financial situation has already been affected by the coronavirus. Oliver Chen, Cowen Senior Equity Research Analyst, says the speed and viability of consumer spending post-crisis will be challenging. Shahab Jalinoos Credit Suisse Head of FX and Macro Trading Strategy, expects dollar strength to be relatively short-term. Julia Coronado, MacroPolicy Perspectives Founder & President, says the effectiveness of U.S. fiscal stimulus measures will determine if businesses can stay open and restart operations.

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The Gateway - A Podcast from the Middle East
The Roots of the Saudi-Russia Oil Price War and Imperial Anxiety, with Laleh Khalili

The Gateway - A Podcast from the Middle East

Play Episode Listen Later Mar 30, 2020 45:18


In early March of this year, just around the time the COVID-19 virus went global, Saudi Arabia initiated an oil price war with Russia by flooding the markets with cheap oil. The price per barrel of oil, which was already declining due to the drop in demand caused by efforts to quarantine the virus, plummeted even further. The intertwining consequences of the pandemic and the ongoing oil war is crucial to understanding why the global economy is edging towards the brink of a major recession. To focus on the geopolitics that underlies the current oil price war, Al Bawaba spoke with Laleh Khalili, a professor of International Relations at Queen Mary University of London.

The Energy Show
WILL U.S. OIL SEEK A BAILOUT?

The Energy Show

Play Episode Listen Later Mar 27, 2020 21:41


U.S. oil is impacted by coronavirus and the Saudi-Russia price war. Will the O&G industry follow many industries and seek a government bailout? Frank Macchiarola of the American Petroleum Institute joins Mike to discuss the best way for American oil to navigate these uncertain times.

Oil and Gas This Week Podcast
Coronavirus | Saudi | Russia – OGTW198

Oil and Gas This Week Podcast

Play Episode Listen Later Mar 26, 2020 32:07


Welcome back to another episode! This Week, Mark and Jake hit the following:             * Oil Prices – Russia & Saudi - The Inevitable Outcome Of The Oil Price War  * Coronavirus If you want to get a question answered for next month's FFQA, click the link below. Enjoy! Have a question? Click here to ask. As of 3/20/2020 - The American Rig count is 772 active rigs. IBM Giveaway Enter to Win Here! Sign-up for your chance to win a T-shirt with a unique serial number. This means each shirt is different making it an awesome collector's item! Plus it comes inside an official OGGN insulated tumbler. At the end of the year we will have a drawing to win our grand prize! This will be a pool of all of the serial numbers on the t-shirts! The grand prize will be announced a bit later in the year! Street Team If you're interested in joining the street team, join our Facebook Group here. Upcoming Events OGGN EVENTS HAVE BEEN DELAYED - UPDATED SCHEDULE ON THE WAY!  Interested in Sponsoring??  If you would like to get your company in front of our  professional audience, please contact our Director, Kathryn Mills More Oil and Gas Global Network Podcasts Oil and Gas This Week Podcast | Oil and Gas HS&E Podcast | Oil and Gas Industry Leaders | Oil and Gas Legal Risk | Oil and Gas Onshore | Oil and Gas Offshore  Engage with Oil and Gas Global Network LinkedIn Group | Facebook | modalpoint | OGGN Get Mark's Monthly Events Email Get Automatically Notified About Oil & Gas Events Once a Month Connect with Us OGGN LinkedIn OGGN Facebook Group Jake Corley   | Facebook | LinkedIn | Email  Mark LaCour | Facebook | Twitter | LinkedIn | Email |

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The Society Show with Christian Patterson
Episode 3 - COVID-19, Saudi-Russia oil war, Erik Prince sucks, Alex Jones DWI

The Society Show with Christian Patterson

Play Episode Listen Later Mar 25, 2020 55:01


There are some (very minor) audio issues, mostly because I struggle holding my microphone in the same place, in relation to my mouth. I think I fixed most of it in editing though!. On today's episode: - COVID-19 - Elon Musk downplays virus for profit - Israel uses virus as excuse to spy - Amazon profits as the rest of us suffer - Saudis wage oil war against Russia - Erik Prince of Blackwater doing evil stuff - Alex Jones arrested for DWI - US and China in a media war - Greenland and Antarctica melting fast - Japanese Neonazi sentenced to death - Gas explosion in Lagos, Nigeria - Ancient Maya city found on Mexican farm - Ghislaine Maxwell sues Epstein's estate

Let's Know Things
Saudi-Russia Oil Price War

Let's Know Things

Play Episode Listen Later Mar 24, 2020 35:24


This week we talk about OPEC, shale oil, and petroleum price wars.We also discuss cartels, fracking, and simultaneous supply-demand shock. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

opec oil prices saudi russia
Let's Know Things
Saudi-Russia Oil Price War

Let's Know Things

Play Episode Listen Later Mar 24, 2020 36:52


This week we talk about OPEC, shale oil, and petroleum price wars. We also discuss cartels, fracking, and simultaneous supply-demand shock. Support the show: letsknowthings.com/support (patrons receive a bonus episode of the show each month) For more information about this podcast and to view the show notes/transcript, visit letsknowthings.com You might enjoy my other project, brainlenses.com

opec oil prices saudi russia
Modern Markets Podcast
Ep. 5: Did the economy crash because of Oil prices, The craziest idea to give people free $

Modern Markets Podcast

Play Episode Listen Later Mar 23, 2020 17:38


Welcome to the bonus episode of the modern markets podcast! Episode review: In this episode, Tytan discusses the idea proposed by Congresswoman Rashida Tlaib to have the U.S. treasury create 2 $1 trillion dollar platinum coins in exchange for $2 Trillion from the FED. This money would then be distributed to American people via $1K-$8K checks. Another topic is the hidden Saudi-Russia oil price war and how it might be hurting the economy more so than coronavirus did in the initial days. Saudi Arabia slashed prices to spite Russia because of Russia's refusal to lower production to meet the smaller demand caused by coronavirus. Data brought to you by FomoHunt's lead analyst Kaltoro, and your host Tytan Inc. Make sure to check out the Modern Markets Newsletter at substack every week!

Economy Watch
Falling into a black hole

Economy Watch

Play Episode Listen Later Mar 16, 2020 6:20


Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news official rescue efforts haven't allayed deep fears about the immediate economic situation.Friday's +9% equity market bounce on Wall Street has been undone today - reveal for what it was, wishful thinking - with the S&P500 currently down -9% so far today, and falling. The US Fed's rescue package, one called for and applauded by the US Administration, has had the opposite effect of shoring up confidence - it in fact undermined investor confidence. Markets are watching the cumulative impact of consumer and business decisions, none of which are positive as fear pervades all decisions.A remarkable thing about the weekend US Fed move is that they fired as many bullets in one weekend day as they did over the whole of 2008. With sudden financial largess like this, there are sure to be huge and unexpected distortions flowing around the world. We are in a monetary black hole.Wall Street is following Europe and adding to the decline. European markets were down about -5% overnight. Yesterday, key Asian markets were down about -3%.In the US, we are seeing the first of the regional factory surveys diving. The New York survey reported sharply lower levels similar to those last seen in the GFC. The collapse in new orders is a big worry.Getting goods to market is now going to become a major problem for firms that have orders. The unprecedented shrinkage of passenger travel by air has removed vast amounts of air cargo capacity. Approaching 200,000 flights have been cancelled in the past six weeks and the remaining capacity is focused on urgent medical supplies. Given there are about 100,000 flights per day globally, and that the reduction has been sudden and concentrated in the past two weeks - and is growing - the situation will be very tough very quickly.Will the rest of the world be 'saved' by China's re-emergence of the other side of the virus emergency? It will have some impact, but nowhere near enough to 'save' the US, or Europe. But it might be an ameliorating factor for Japan, and important for New Zealand.China's February industrial production was down -13.5% year-on-year compared to the usual rise of more than +6% pa. China's retail sales were down -20.5% on the same basis, a shift from +8% rises. These are enormous changes striking at the heart of the Chinese economy. It is unlikely that this data will be any better in March. But as big as these falls are, they still have their economy ticking over - things did not come to a complete stop. And we are seeing returning export activity from New Zealand to China.But in February, Chinese home price growth stalled, and 19 major cities had zero new home transactions in February. None.The thing about these sharp drops; these are the sorts of changes the rest of the world is looking at in March and April. It is going to get much more ugly than most in the West are assuming. Monetary policy can't save us from that. [Advert]And we have a special message today.If you value this report and want to ensure to is available in the future, we ask you go on to interest.co.nz and show that support by clicking on the “Become a Supporter” button at the top of any page.Good journalism and independent financial news coverage is an expensive business and we need your support to keep doing what we do. The latest compilation of Covid-19 data is here. The global tally is now 175,300 of officially confirmed cases, up +54% in a week. There are now 94,240 cases outside China, a rise of nearly +20,000 in one day as the numbers keep on jumping. The new hotspots are Spain (up 8x in a week), Germany (up 5x in a week) and the USA (up 6x in a week). In the rest of the world, the number of reported cases has quadrupled in a week. Globally reported deaths are now approaching 7000.The UST 10yr yield is falling today, down almost -20 bps from yesterday and resuming its downward track. It is now at 0.72%. Gold keep falling. It is down -US$27/oz today to US$1,503/oz. It no longer operates as a price hedge against uncertainty.US oil prices have dropped sharply today, down another US$3/bbl to just under US$29/bbl with the Brent benchmark just under US$30. Vanishing demand is accentuating the Saudi/Russia fight and they seem to have lost control of it.The Kiwi dollar starting today with a bounce higher. It is now 61 USc. On the cross rates however we are have leapt against the Aussie dollar which is still getting marked down. We are now at 99.4 AUc, a rise of almost +1c in a day and at that level we are just a whisker off its all time modern high and very near parity. For Kiwi sellers of AUD, we are well past parity. Against the euro we are little-changed at 54.7 euro cents. That means our TWI-5 is now at 67.2 winding back some of the 2020 overall devaluation.Bitcoin, like gold, is also lower, down to US$5,014, a fall of -5.3% since this time yesterday.You can find links to the articles mentioned today in our show notes.Get more news affecting the economy in New Zealand from interest.co.nz and subscribe to receive this podcast in your favourite podcast app - we're on Apple Podcasts, Google Podcasts, Spotify or subscribe on our website.Tell your friends and leave us a review - we welcome feedback.

Vox's Worldly
Every country for itself

Vox's Worldly

Play Episode Listen Later Mar 12, 2020 36:42


Zack, Jenn, and Alex record an episode on coronavirus from their respective homes, under self-isolation. They talk about the politics of Trump’s ban on European travel to the US and explore why the European Union seems to be neglecting to help Italy in its time of need. They also explain how the virus has led to a massive drop in oil prices — and why, at this particular time, this could seriously destabilize political systems around the world. References: Vox’s Jen Kirby wrote a story on Trump’s Europe travel ban. Alex wrote about the Saudi-Russia oil price war. Italy criticized the EU for its slow response to help it deal with coronavirus. You can read about German Chancellor Angela Merkel’s speech here. Some Americans are paying up to $20,000 for a return flight from Europe. Hosts: Zack Beauchamp (@zackbeauchamp), senior correspondent, Vox Jennifer Williams (@jenn_ruth), senior foreign editor, Vox Alex Ward (@AlexWardVox), national security reporter, Vox   More to explore: Subscribe for free to Today, Explained, Vox’s daily news podcast to help you understand the news, hosted by Sean Rameswaram.   About Vox: Vox is a news network that helps you cut through the noise and understand what's really driving the events in the headlines.   Follow Us: Vox.com  Newsletter: Vox Sentences Learn more about your ad choices. Visit megaphone.fm/adchoices

The Contrarian Investor Podcast
Oil Sell-Off Special Edition: Inside The Saudi-Russia Supply Standoff

The Contrarian Investor Podcast

Play Episode Listen Later Mar 10, 2020 15:26


Kirill Zadov, political analyst at Russian-language radio station RUSA Radio, joins the podcast in this special episode to discuss the recent sell-off in oil prices. Zadov has some unique insights into the Russian oil economy and the political economy of the Middle East. His prediction: Saudi Arabia and Russia will have to come together to agree to output cuts, and soon. How low will oil go in the interim? Here too Zadov has some views. Segments:(Spotify listeners can skip to sections by clicking on the time stamp) What's motivating Russia on their decision to not cut output? (4:02) Why Russia and Saudi Arabia need to cut output, and soon (7:07) What other countries in the region are affected by this? (9:19) How long will it take for Russia and Saudi Arabia to agree to cuts? (10:28) Background on the guest (11:35) How low will oil prices go? (13:26) For more information on the guest:  Soundcloud Twitter: @KirillZadov RUSA Radio Not intended as investment advice.  

Energy Week
Episode 99 - The bloodbath begins? | Oil crashes | Is Putin trying to tank US shale?

Energy Week

Play Episode Listen Later Mar 9, 2020 42:03


Have Russia and Saudi Aramco ruined everything for oil and gas? This week, we investigate the problems of the oil price war and the geopolitical questions surrounding the global oil industry.Russia Says It Is Ready to Weather the Coronavirus Stormhttps://www.wsj.com/livecoverage/coronavirus/card/EsYOOaU3UYHS6KQVDJYY'Oil price war,' coronavirus could drive gas prices below $2 gallonhttps://www.usatoday.com/story/money/2020/03/09/gas-prices-oil-prices-coronavirus-crude-oil-petroleum-opec/4998630002/Oil crashes by most since 1991 as Saudi Arabia launches price warhttps://www.cnn.com/2020/03/08/investing/oil-prices-crash-opec-russia-saudi-arabia/index.htmlHow Putin spurned the Saudis to start a war on America’s shale oil industryhttps://www.latimes.com/business/story/2020-03-08/oil-price-warSix Thoughts on the Collapse of the Oil Markethttps://www.bloomberg.com/opinion/articles/2020-03-09/oil-collapse-6-ways-saudi-arabia-s-move-will-hit-global-markets- Is this a conspiracy between Russia and Saudi Arabia to take out US shale in retaliation for US sanctions on Nord Stream 2 pipeline? No conspiracy.- Is a desire To get back at the Americans even a factor in Russia’s decision?- Shale is collateral damage.- Russia now in the driver’s seat of the Saudi-Russia relationship, not Saudi Arabia.- Drilling party!- March 18 JTC meeting is NOT binding- Remember that there are more barrels off the market from Libyan that Russia + Saudi Arabia want to put back on the market in April- Not the end of the US shale industry but if this goes on long enough will there be a fundamental shift in the natural of US shale oil industry?

Money Tips Daily by Charles Kelly, former IFA and author of
Global stock markets in more turmoil as billions wiped off shares today

Money Tips Daily by Charles Kelly, former IFA and author of

Play Episode Listen Later Mar 9, 2020 10:52


Global stock markets in more turmoil as billions wiped off shares today By Charles Kelly, Property Investor, Author of Yes, Money Can Buy You Happiness and creator of Money Tips Podcast. In this Money Tips Podcast episode: 1. Markets in freefall as trading suspended on NYSE 2. Global markets suffer worst day since 2008 financial crisis 3. Oil prices drop 30% in one day in Saudi-Russia trade war 4. Learn about investing in property beforebuying anything! Can you afford to retire? Millions of people, or over 80% of the population, will either retire in poverty or not be able to afford to retire at all. What’s your strategy? You can learn how to acquire income producing assets using other people’s money and other no money down strategies in order to become financially free. Smart investors take advantage of creative finance ‘no money down’ tools in order to build massive property portfolios in a few short years, as their hands are not tied by mortgage lenders and the need to save large deposits and pay higher taxes. Free property investment taster day Before you any property, take time out to learn proven successful strategies from expert multi-millionaire property investors on a free taster ‘property discovery day’. If you’d like more information on how to acquire wealth building assets using none of your money, email me at Charles@CharlesKelly.net or send me a message through Facebook or my Money Tips Daily community. See more articles at www.moneytipsdaily.com There are more examples and practical steps to getting rich and being happy in my book, Yes, money can buy happiness, I cover the 3 R’s of Money Management, the Money B.E.L.I.E.F System and much more. Check it out on Amazon http://bit.ly/2MoneyBook.

District Sentinel Radio
DSR 3/9/20: The Oil Slip of 2020

District Sentinel Radio

Play Episode Listen Later Mar 9, 2020 20:56


-Stock markets around the world routed, NYSE 7-percent loss “circuit breakers” suspend trading minutes after opening bell -Biggest one-day oil price drop since the First Gulf War amid Saudi-Russia price war -The real horseshoe theory: Crystal people and prepper types involved in coronavirus scams, FTC warns -Biden names possible cabinet full of Wall Street people and Elizabeth Warren; still no Sanders endorsement because having principles is actually bad, apparently -We’re ready to hear both sides of the coronavirus debate, as Ted Cruz self-quarantines Subscribe at Patreon.com/DistrictSentinel

Energy Week
Episode 99 - The bloodbath begins? | Oil crashes | Is Putin trying to tank US shale?

Energy Week

Play Episode Listen Later Mar 9, 2020 42:03


Have Russia and Saudi Aramco ruined everything for oil and gas? This week, we investigate the problems of the oil price war and the geopolitical questions surrounding the global oil industry.Russia Says It Is Ready to Weather the Coronavirus Stormhttps://www.wsj.com/livecoverage/coronavirus/card/EsYOOaU3UYHS6KQVDJYY'Oil price war,' coronavirus could drive gas prices below $2 gallonhttps://www.usatoday.com/story/money/2020/03/09/gas-prices-oil-prices-coronavirus-crude-oil-petroleum-opec/4998630002/Oil crashes by most since 1991 as Saudi Arabia launches price warhttps://www.cnn.com/2020/03/08/investing/oil-prices-crash-opec-russia-saudi-arabia/index.htmlHow Putin spurned the Saudis to start a war on America’s shale oil industryhttps://www.latimes.com/business/story/2020-03-08/oil-price-warSix Thoughts on the Collapse of the Oil Markethttps://www.bloomberg.com/opinion/articles/2020-03-09/oil-collapse-6-ways-saudi-arabia-s-move-will-hit-global-markets- Is this a conspiracy between Russia and Saudi Arabia to take out US shale in retaliation for US sanctions on Nord Stream 2 pipeline? No conspiracy.- Is a desire To get back at the Americans even a factor in Russia’s decision?- Shale is collateral damage.- Russia now in the driver’s seat of the Saudi-Russia relationship, not Saudi Arabia.- Drilling party!- March 18 JTC meeting is NOT binding- Remember that there are more barrels off the market from Libyan that Russia + Saudi Arabia want to put back on the market in April- Not the end of the US shale industry but if this goes on long enough will there be a fundamental shift in the natural of US shale oil industry?

Energy Week
Episode 30 - Harold Hamm pulls out of OPEC Seminar | OPEC meeting Previews | Watch for the Saudi/Russian bromance

Energy Week

Play Episode Listen Later Jun 19, 2018 43:57


Harold Hamm pulls out of OPEC Seminar: https://www.reuters.com/article/us-oil-opec-contl-resources/continental-resources-ceo-harold-hamm-pulls-out-of-opec-meeting-idUSKBN1JE1VWSeveral of the CEOs of American energy companies have decided not to attend the pre-OPEC meeting seminar organized by OPEC. Could this be to send a message to OPEC about the cartel's relevance (or non-relevance) to US energy producers? Hamm has met with OPEC oil ministers before in Houston. Other CEOs will still attend - Pioneer and Hess. Russian oil minister Alexander Novak also pulled out of his appearance and will not join OPEC in Vienna until later in the week.OPEC meeting Previewshttps://www.platts.com/latest-news/oil/london/saudi-arabia-russia-say-oil-market-cooperation-21086527https://www.cnbc.com/2018/06/16/russia-saudi-arabia-get-chummy-ahead-of-opec-may-affect-oil-prices.htmlhttps://www.reuters.com/article/us-usa-trump-oil/trump-iran-spar-over-oil-prices-ahead-of-opec-meeting-idUSKBN1J91IDWatch for the Saudi/Russian bromance. Al Falih and Novak are looking to push through a production increase but Iran and Iraq claim to be dead set against it.Saudi - Russian relationship is key here - the two oil ministers even met to prepare tactics while Putin and Mohammad bin Salman watched the Saudi-Russia soccer match together (spoiler alert - Russia won 5-0!!!)Overview of OPEC's activities since November 2016 when the group (along with Russia and others) agreed to a cut production by 1.8 million barrels per day.Ellen's forecast: Probable agreement to increase production a total of between 300,000 bpd and 600,000 bpd with possibly 1 million bpd increase as high end.WTI/Brent spread is 10$ - How will this be impacted by an OPEC production increase?Will China try to use US oil exports as a bargaining chip in ongoing trade "negotiations"/trade war? https://www.reuters.com/article/us-usa-trade-china-oil-graphic/chinas-tariffs-on-u-s-oil-would-disrupt-1-billion-monthly-business-idUSKBN1JE0CDIndia informs its refiners that they will no longer be able to pay for Iranian oil in euros: http://www.asianage.com/business/in-other-news/150618/iran-oil-payment-route-to-be-blocked-from-november-3.html?__twitter_impression=trueEllen on Axios: https://www.axios.com/newsletters/axios-generate-6326df6a-3c6a-441b-ac1a-f794e178c0fd.htmlalso on Thomson Reuters: https://blogs.thomsonreuters.com/financial-risk/trading/opec-and-the-future-of-oil-production-cuts/

Energy Week
Episode 30 - Harold Hamm pulls out of OPEC Seminar | OPEC meeting Previews | Watch for the Saudi/Russian bromance

Energy Week

Play Episode Listen Later Jun 19, 2018 43:57


Harold Hamm pulls out of OPEC Seminar: https://www.reuters.com/article/us-oil-opec-contl-resources/continental-resources-ceo-harold-hamm-pulls-out-of-opec-meeting-idUSKBN1JE1VWSeveral of the CEOs of American energy companies have decided not to attend the pre-OPEC meeting seminar organized by OPEC. Could this be to send a message to OPEC about the cartel's relevance (or non-relevance) to US energy producers? Hamm has met with OPEC oil ministers before in Houston. Other CEOs will still attend - Pioneer and Hess. Russian oil minister Alexander Novak also pulled out of his appearance and will not join OPEC in Vienna until later in the week.OPEC meeting Previewshttps://www.platts.com/latest-news/oil/london/saudi-arabia-russia-say-oil-market-cooperation-21086527https://www.cnbc.com/2018/06/16/russia-saudi-arabia-get-chummy-ahead-of-opec-may-affect-oil-prices.htmlhttps://www.reuters.com/article/us-usa-trump-oil/trump-iran-spar-over-oil-prices-ahead-of-opec-meeting-idUSKBN1J91IDWatch for the Saudi/Russian bromance. Al Falih and Novak are looking to push through a production increase but Iran and Iraq claim to be dead set against it.Saudi - Russian relationship is key here - the two oil ministers even met to prepare tactics while Putin and Mohammad bin Salman watched the Saudi-Russia soccer match together (spoiler alert - Russia won 5-0!!!)Overview of OPEC's activities since November 2016 when the group (along with Russia and others) agreed to a cut production by 1.8 million barrels per day.Ellen's forecast: Probable agreement to increase production a total of between 300,000 bpd and 600,000 bpd with possibly 1 million bpd increase as high end.WTI/Brent spread is 10$ - How will this be impacted by an OPEC production increase?Will China try to use US oil exports as a bargaining chip in ongoing trade "negotiations"/trade war? https://www.reuters.com/article/us-usa-trade-china-oil-graphic/chinas-tariffs-on-u-s-oil-would-disrupt-1-billion-monthly-business-idUSKBN1JE0CDIndia informs its refiners that they will no longer be able to pay for Iranian oil in euros: http://www.asianage.com/business/in-other-news/150618/iran-oil-payment-route-to-be-blocked-from-november-3.html?__twitter_impression=trueEllen on Axios: https://www.axios.com/newsletters/axios-generate-6326df6a-3c6a-441b-ac1a-f794e178c0fd.htmlalso on Thomson Reuters: https://blogs.thomsonreuters.com/financial-risk/trading/opec-and-the-future-of-oil-production-cuts/

Energy Week
Episode 15 - Turkey selling oil to the Kurds | Saudi Arabia and Russia sign LNG deal | Venezuela's woes impact Curacao

Energy Week

Play Episode Listen Later Feb 21, 2018 48:10


Podcast episode 15Geopolitics - Turkey and Iraq: Turkey is selling oil from the Kurds through its Ceyhan portIraq seeking talks with Turkish government to try and shut that downIraq wants to sell Kirkuk’s oil to Iran- ISIS:Destroyed Iraqi oil infrastructureRan its own fairly sophisticated oil industryTargeted airstrikes took out most of ISIS “dark” oil industry- Saudi-Russia oil dealTraditionally Saudi Arabia and Russia have not been alliesSaudi Arabia and Russia are on opposing sides in Syria, definitely in IranBut they are close in energy deals – signed big LNG deal and Russian interests hoping to invest in Aramco IPORussia and Saudi Arabia are supplying most of China’s crude oil- Egypt and IsraelHistory of war“Cold” Peace – not much economic cooperation Egypt just signed a big natural gas deal with Israeli companies to provide Egypt with natural gasBusiness is leading diplomacy…Curacao Refinery- Will Chinese firm come in and take over from PDVSA?- Would someone else come in? Curacao wants a company that will make improvements to refinery – potential opportunity for foreign companies?- Would that hurt Maduro?

Energy Week
Episode 15 - Turkey selling oil to the Kurds | Saudi Arabia and Russia sign LNG deal | Venezuela's woes impact Curacao

Energy Week

Play Episode Listen Later Feb 20, 2018 48:10


Podcast episode 15Geopolitics - Turkey and Iraq: Turkey is selling oil from the Kurds through its Ceyhan portIraq seeking talks with Turkish government to try and shut that downIraq wants to sell Kirkuk’s oil to Iran- ISIS:Destroyed Iraqi oil infrastructureRan its own fairly sophisticated oil industryTargeted airstrikes took out most of ISIS “dark” oil industry- Saudi-Russia oil dealTraditionally Saudi Arabia and Russia have not been alliesSaudi Arabia and Russia are on opposing sides in Syria, definitely in IranBut they are close in energy deals – signed big LNG deal and Russian interests hoping to invest in Aramco IPORussia and Saudi Arabia are supplying most of China’s crude oil- Egypt and IsraelHistory of war“Cold” Peace – not much economic cooperation Egypt just signed a big natural gas deal with Israeli companies to provide Egypt with natural gasBusiness is leading diplomacy…Curacao Refinery- Will Chinese firm come in and take over from PDVSA?- Would someone else come in? Curacao wants a company that will make improvements to refinery – potential opportunity for foreign companies?- Would that hurt Maduro?

Fault Lines
Big Changes In The Middle East: Saudi-Russia Overtures, Developments In Gaza

Fault Lines

Play Episode Listen Later Oct 6, 2017 171:31


On this episode of "Fault Lines," hosts Garland Nixon and Lee Stranahan will discuss possible new opportunities for peace in the Middle East with Nobel Peace Prize nominee Charles “Chic” Dembach and BDS pressure on Israel JAG Major (Ret.) Todd Pierce. Garland and Lee will also discuss the Las Vegas mass shooting with attorney Susan Pai. The hosts and guests will analyze political trends within and without the two party system. Scheduled guests include: Charles “Chic” Dembach; Jacqueline Luqman; Major Todd Pierce (Ret.); Susan Pai; Shannon Jackson; Michael Krieger; and Eugene Puryear as well as reports from Puerto Rico and Twin Falls.