Tracking The 2014 - 2016 Slump In Oil Prices

For archival purposes, I have a number of links grouped together to track/document the 2014 - 2015 slump in oil prices.

• 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 

Based on the headlines, we are getting a bit more clarity on exactly what this is all about.

• 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  

Miscellaneous
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

The break-even cost declines as the price of oil declines.

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

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