Pages

Wednesday, June 8, 2022

Energy Themes For 2022 -- Where We Stand Tonight -- June 8, 2022

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":

  • Energy security:
  • looks like winter of 21 - 22 was final straw for Europe / UK: need energy security
  • Oil:
  • LNG:

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.