With regard to energy right now, there are three main themes:
- energy transition is dead;
- global oil supplies vs refining:
- currently not the long pole in the tent;
- long pole in the tent: refining capacity
- OPEC has no spare capacity.
Themes for 2022 are tracked here.
At that post, the "2022 Energy theme":
- Refining, posted May 27, 2022. Occasionally tracked here.
- Diesel: a top story in 2022.
- Energy security:
- looks like winter of 21 - 22 was final straw for Europe / UK: need energy security
- Oil:
- US: energy dominance.
- Spare capacity.
- US crude oil supply.
- Free cash flow.
- Replacing Russian oil.
- windfall profits tax, added June 2, 2022 -- Biden administration looking at Congressional action.
- LNG:
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.