- The Salman Plan; aka Salman's Strategic Plan, aka the "trillion-dollar-mistake"
- Pricing, Part I
- Pricing, Part II
- Pricing, Part III
- US Corporate Conference Earnings Calls
- Permit Status, October 1, 2014 -- December 31, 2014; complete
- Permit Status, January 1, 2015 -- December 31, 2015; complete
- Permit Status, January 1, 2016 -- December 31, 2016; complete
- Saudi Arabia Market Share
- Mid-East Geo-Politics
- OPEC Realities
- Active Rigs -- Graphic
- How Saudi Arabia overplayed its hand, New York Times, March 12, 2016
- OPEC's trillion-dollar miscalculation, Forbes, January 8, 2016
- Cowboyistan: the new balance of power in the oil industry, New York Times, April 26, 2015
- Is Saudi Arabia setting "us" up for a huge spike in the price of oil? -- OilPrice, April 16, 2015
- Saudi Arabia's plan to extend the age of oil, Bloomberg, April 12, 2015
- Another perspective on what is going on -- March 2, 2015 -- **** a must-read ****
- Shieks vs shale, The Economist -- December 10, 2014
- OPEC collapsing as oil heads to $50/bbl; important graphic -- December 10, 2014
- Oil resumes drop as Iran see oil at $40/bbl if there is OPEC discord -- December 10, 2014
- Iran: fall in oil prices is treachery -- December 10, 2014
- OPEC could hold emergency meeting before June, 2015 -- December 9, 2014
Permits canceled after slump in prices; producers abandoned, November, 2014 -- December, 2015
Affected by slump in oil prices, January 26, 2015
Fly On A Wall
Bakken and Permian Panels
New Bakken oil production comes to a standstill -- June 20, 2015
Overview and update -- March 14, 2015
Cliff's Notes on where we are headed -- January 22, 2015
Some Things To Think About
Wood MacKenzie -- January, 2015
Kuwait hopeful the bottom is in, Rigzone, February 16, 2015
It's all about the Asian market, but let's blame the US, February 11, 2015
Drop in rig count, update, February 10, 2015
Anxiety in Boom Town, February 10, 2015
Rigzone essay, January 30, 2015
Is oil's big capitulation / sell-off yet to come? -- January 27, 2015
Bloomberg subscribers say OPEC will "blink" first. -- January 21, 2015
Stripper wells might be the first to go -- January 12, 2015
Prince Bin Talal: we will never see $100 oil again -- January 11, 2015
It's a shoot-out -- January 7, 2015
Three graphs that might help, Zeits -- January 5, 2015
At $50, slump worsens; Wall Street beginning to panic -- January 5, 2015
Musings -- Saturday, January 3, 2015
American Eagle to suspend drilling operations in the Bakken -- December 31, 2014
Push comes to shove; deep-sea vs shale? Shale loses -- Rizone, December 15, 2014
How will production respond to a drop in oil prices? -- Rigzone, December 15, 2014
OPEC: shale's relentless attack -- Bloomberg Businessweek, December 13, 2014
Bakken and Permian Panels
New Bakken oil production comes to a standstill -- June 20, 2015
Overview and update -- March 14, 2015
Cliff's Notes on where we are headed -- January 22, 2015
Some Things To Think About
Wood MacKenzie -- January, 2015
Re-fracks look better than new fracks
Relationship Between Brent and WTI Pricing
Recent EIA analysis has shown that Brent crude oil prices have more influence on U.S. spot gasoline prices than do changes in West Texas Intermediate (WTI) crude oil prices. The price of Brent crude oil has fallen by 57.8%, near its lowest price level in six years, since reaching $115 per barrel on June 19, 2014. U.S. gasoline prices have declined as well, with spot gasoline prices in New York Harbor falling 54.7%. -- EIA, January 22, 2015
The baton for "swing producer" has passed from Saudi Arabia to the United States, Daniel Yergin, January 24, 2015
Updates
Pushing the bear into the corner: nuclear war is back on the table, May 12, 2016.
Mexico to delay / cancel some major deep-sea exploration projects, February 18, 2015
Mexico to delay / cancel some major deep-sea exploration projects, February 18, 2015
Kuwait hopeful the bottom is in, Rigzone, February 16, 2015
It's all about the Asian market, but let's blame the US, February 11, 2015
Drop in rig count, update, February 10, 2015
Anxiety in Boom Town, February 10, 2015
Rigzone essay, January 30, 2015
Is oil's big capitulation / sell-off yet to come? -- January 27, 2015
Bloomberg subscribers say OPEC will "blink" first. -- January 21, 2015
Stripper wells might be the first to go -- January 12, 2015
Prince Bin Talal: we will never see $100 oil again -- January 11, 2015
It's a shoot-out -- January 7, 2015
Three graphs that might help, Zeits -- January 5, 2015
At $50, slump worsens; Wall Street beginning to panic -- January 5, 2015
Musings -- Saturday, January 3, 2015
American Eagle to suspend drilling operations in the Bakken -- December 31, 2014
Push comes to shove; deep-sea vs shale? Shale loses -- Rizone, December 15, 2014
How will production respond to a drop in oil prices? -- Rigzone, December 15, 2014
OPEC: shale's relentless attack -- Bloomberg Businessweek, December 13, 2014
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