Covid19


All posts for Covid19

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 23 days 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 2 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 2 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 3 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 3 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 3 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 3 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 4 months agoLink > Covid19ChinaItaly +4