The Big Stories

 The Next Big Thing

*********************************
2022

#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
  

**********************************
2021

The Energy Crisis -- 2021 

Energy And The Western Hemisphere

• The implosion begins
• Venezuela - Tick, Tick, Tick
• Mexico could go the way of Venezuela
• Brazil 

Energy and The Mideast 

• House of Saud in extremis;
  
• Saudi Arabia on the ropes
• the irrelevancy of OPEC

US Energy Revolution

• Petrochemical demand
• US refinery shift to light oil
• Corpus Christi to overtake Houston as the US crude oil export center:
• Costa Azul;
  

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. 

Geo-political

• the southern border
• the Mideast
• North Korea 

US Economy

• trade deficit
• deficit
• gdp

Flood Myths

• the imaginary climate crisis
  

*****************************************

The Big Stories: 2013 - 2018