Covid19


All posts for Covid19

Saudi Aramco – Dividends over Diversification

Aramco is still 98% owned by the Saudi government, and the federal coffers, which run everything from the national airline to plans to open up for official tourism are dependent on the dividends that Aramco pays. With dry season in the oil and gas world setting in, some of these projects must now ...

Hui Shan


Posted 1 month agoLink > Saudi AramcoSaudi ArabiaOPEC +7

Key Upstream Positive Developments Since April 2020

Noble will also bring with it established positions in the Eagle Ford basin, significant US midstream assets and upstream assets in Israel and Equatorial Guinea, swelling Chevron's proven oil and gas reserves by 18%. Neptune Energy hit oil at the Dugong well in the Norwegian North Sea, and China' ...

Hui Shan


Posted 2 months agoLink > OPECRussiaoil price +5

The (New) Force Behind Upstream Asset Buys

In times of crisis, oil and gas company default to two things: staff layoffs and asset sales. Factor in the strengthening climate change argument that is changing the core strategies of energy supermajors, the idea of buying a (potentially distressed) oil or gas asset is now quite unappealing, no ...

Hui Shan


Posted 4 months agoLink > ExxonMobilShellBP +9

Amid uncertainty, Kenya’s oil sector looks to drive economic development

Twelve months ago – almost to the day – President Kenyatta announced that Kenya's economic growth would reach an impressive 6.9% in 2020. It seemed realistic too: The President's ‘Big Four' agenda was bearing early fruit, SMEs were flourishing and even tourism far outpaced regional averages. But ...

Derby Omokoh - Upstream Consulting Company Lagos


Posted 6 months agoPress > KenyaexportsCovid19 +4

The Great “Too Little, Too Late” Deal

It immediately props up the current traded prices of crude oil, which were languishing in the US$25/b level before chatter of the deal emerged but it also is prescient enough to acknowledge that the negative impact of Covid-19 will linger for very long, hence the need for a long tail to the deal. ...

Hui Shan


Posted 6 months agoLink > OPECsaudiRussia +7

Potential Outcome Scenarios for Covid-19 And Oil Markets

There are two items dominating the headlines in the energy sector at the moment: the global Covid-19 pandemic and the alarming decision of Saudi Arabia and Russia to go head-to-head in a price war. Scenario 2: Fast Covid-19 containment but slow resolution to the price war or Prolonged Covid-19 pa ...

Hui Shan


Posted 7 months agoLink > Covid19ChinaItaly +8

Special lecture on the Oil Price War with Dr. Daniel Fine

You are invited to a special lecture with premiere energy and geopolitical analyst Dr. Daniel Fine ! I will be lecturing on 1) Energy Election 2020: Second Term Trump or Alternative 2) U.S Energy Domination and Trump: Export or Else 3) Gas and Oil under the Alternative: Climate Control and Taxation ...

Will Fine


Farmington   NM   US 30 Mar 2020


Posted 7 months agoEvent > oil priceoil price collapseOil prices +57

Shale Could Contract by 1.0 Million b/d Within the Year

As a price-elastic source of supply, US shale production will respond relatively quickly to the steep drop in oil prices. Already US E&Ps are reporting further reductions to their 2020 spending guidance and cutting back on planned drilling activity. A new-normal is here, with fiscal discipline and ...

Jake Wright


Posted 7 months agoPress > ShaleOilPrice War +1

Surigo Mining Area In The Philippines May Implement A Blockade Policy. What Is The Impact Of Chinese Nickel Ore Imports?

Surigo Mining Area In The Philippines May Implement A Blockade Policy. What Is The Impact Of Chinese Nickel Ore Imports? According to the latest news, due to the impact of COVID-19, the port city of Surigao in the Philippines will be blocked from March 18 to March 31, and all foreign ships enterin ...

roger chen - kaysuns industry limited


Posted 7 months agoPress > Philippinesnickel oreChina +1

The Impact Of The Covid-19 Outbreak In Global Oil Markets

Iran now seems to be a hotbed of infection, with over 1,500 cases reported and 66 deaths recorded; the Covid-19's average fatality rate of 2% suggests that reported cases in Iran are underestimated. Of course, this would have a positive impact on prices, but on the whole, for the oil world to dea ...

Hui Shan


Posted 7 months agoLink > Covid19ChinaItaly +4