Artwork

Inhoud geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Player FM - Podcast-app
Ga offline met de app Player FM !

Tuesday, May 19th

 
Delen
 

Manage episode 262365169 series 2659248
Inhoud geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Analyst and author Simon Watkins discusses the real result of Saudi Arabia's production cuts, how recovering global markets impact large and small shale players differently, and what that means for the future of the industry.

  • What were the Saudis' true motivations for production cuts;
  • The cuts' financial impacts to the kingdom, and dwindling options to mitigate them;
  • How U.S. shale's storage capacity problem suits it well for a coming increase in demand;
  • What "Shale 3.0" will look like, and how it will evolve differently for larger and smaller players;
  • And, a bit of detente in the asymmetric war between Russia and the U.S., exemplified by the Nord Stream 2 pipeline.

Find Mr. Watkins' latest book, An Insider's Guide to Trading the Global Oil Market, here:

Amazon.com in the U.S. and Canada

Amazon,com in the United Kingdom

  continue reading

113 afleveringen

Artwork
iconDelen
 
Manage episode 262365169 series 2659248
Inhoud geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Analyst and author Simon Watkins discusses the real result of Saudi Arabia's production cuts, how recovering global markets impact large and small shale players differently, and what that means for the future of the industry.

  • What were the Saudis' true motivations for production cuts;
  • The cuts' financial impacts to the kingdom, and dwindling options to mitigate them;
  • How U.S. shale's storage capacity problem suits it well for a coming increase in demand;
  • What "Shale 3.0" will look like, and how it will evolve differently for larger and smaller players;
  • And, a bit of detente in the asymmetric war between Russia and the U.S., exemplified by the Nord Stream 2 pipeline.

Find Mr. Watkins' latest book, An Insider's Guide to Trading the Global Oil Market, here:

Amazon.com in the U.S. and Canada

Amazon,com in the United Kingdom

  continue reading

113 afleveringen

Kaikki jaksot

×
 
Loading …

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

 

Korte handleiding