Wednesday, March 6, 2019

The Big Stories

 The Next Big Thing


#1 story in 2022 that will interest me: where oil is headed this year? Price of oil? Price of gasoline? Huge effect on mid-terms. Will be there be a glue of oil 1H22 -- something about which OPEC+ is worried about or will there be more than enough? To what degree will US shale increase production if price of oil stays above $75?

What do we add to the 2021 list for the 2022 list:

  • OPEC+ spare capacity: I think we're going to see a lot of debates about this one. Myth or reality?
  • Resurgence of Putin
  • Resurgence of OPEC
  • Inflation
  • US: global leader in LNG exports 
  • UK/EU energy crisis: transitory; by spring it will all be forgotten
  • EVs start rolling out
  • increasing concern about President Biden's ability to lead
  • mid-term election
  • record year for investors
  • Covid lingers; most of the world moves on

What do we subtract from 2021 for 2022:

  • Venezuela
  • Southern Surge
  • North Korea


The Energy Crisis -- 2021 

Energy And The Western Hemisphere

Energy and The Mideast 
US Energy Revolution
Brexit: the continued irrelevancy of the EU.

Turkey: the real poor man of Europe.

Making America great again.
  • Shale oil.
  • Off-shore oil.
  • Natural gas
  • LNG and LNG export terminals.
  • Diluent.
  • Pipelines.
  • Ethane and ethane exports. 
US Economy
Flood Myths

The Big Stories: 2013 - 2018

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