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What will Oil Industry look like a year from now ?
Going to be tough times for the industry. We know this. What about after the virus is a memory ? What will U.S. shale industry ...- BLA Replied
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- Zhong Lu Replied
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Bi-anual review of shale bank debt/bonds in April. I believe the banks and bondholders will not be so tolerant this time around.
This is beyond whatever Saudis or Russia are doing. It's about the virus demand destruction. Some will try to reorganize, try to sell, etc. Bottom line...- BLA Replied
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- 1,705 views
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MBS has asked the former Saudi Energy Minister Al-Falih to talk to Russia's Novak
It's widely known that the current Saudi Energy minister ABS (MBSs brother) has a very short temper and can be an antagonist. This is...- BLA Replied
- 52 replies
- 26,617 views
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Visualizing North Dakota Oil & Gas Production (Through January 2020)
This article contains still images from the interactive dashboards available in the original blog post. To follow the instructions in this article, please use the interactive...- shaleprofile Replied
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- 1,476 views
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Oil bankrupts will lead to production increase
Shale and Small Canadian O&G players will toss in the keys to bond holders and banks quite soon. Bond holders and banks will...- NessyOil Replied
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- 4,323 views
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Government Bailout of Oil Industry
Is the US Oil Industry necessary to the survival of the US economy and US sovereignty? Was the banking industry key to the US...- oil credit crisis
- govt bailout
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- Redrock Replied
- 188 replies
- 100,959 views
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Russian/Saudi agreement would do little at this point. Too late. Just have to tough it out
The virus created the demand destruction. Saudis just added to the chaos. MBS taking a "scorched earth" strategy. You can be assured the Royal Family has...- BLA Replied
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- 1,435 views
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What's the end affect of virus on China. Banking crisis ?
It has been known that China's banking system had extraordinary level of outstanding credit/debt. The standard retort was thay they had large cash reserves China...- BLA Replied
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We still don't know how long the virus last. Unknown. I don't think either Russia or Saudis thought we would drop 20%
Look for World government's to apply huge economic packages to support economies . U.S. will focus on targeted Fiscal support as opposed to monetary support. ...- BLA Replied
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- 1,141 views
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'Green New Deal' extremist panic-mongering to collapse as low oil & gas & LNG prices crash
Magical "Green" unicorn farts can't compete against $30 or $20 oil. Expect oil & gas & LNG to regain market share globally, as low prices...- Tom Kirkman Replied
- 13 replies
- 4,183 views
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When to Add?
15, 20, 25, 28? Vote. This isn't a penny stock. It can't go to zero. (Or can it?) At this point I'm seriously thinking of becoming a...- Zhong Lu Replied
- 15 replies
- 3,097 views
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Willing to Bet Several Large Funds Being Liquidated Right Now
Hence the continued selling. Ugh. But buyers appearing to step up at 30. If you got caught selling the wrong options, you're just dead. Most...- Zhong Lu Replied
- 14 replies
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Saudis did not discount to spite Russia. April contract price $58.50. Friday spot price $45.27. Difference - $13.13 drop. Buyers commit March 10th for April delivery.
There are millions of barrels floating offshore China in Asia without a home. Saudis had no option. Do you think Saudis clients were going to...- BLA Replied
- 44 replies
- 13,489 views
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Low Energy Price Crossfeed
From time to time someone complains about the input costs for things like offshore wind turbines, square-mile-sized solar farms, etc. GE's 12Mw turbine has...- Meredith Poor Replied
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Irreversible Damage.
https://www.globaltimes.cn/content/1181121.shtml https://web.archive.org/web/20200304173405/https://www.globaltimes.cn/content/1181121.shtml Autopsies show severe damage to COVID-19 patients' lungs and immune system, according to a doctor in Wuhan reached by the Global Times, who called...- Zhong Lu Replied
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Saudi Arabia to hike oil output above 10 mln bpd in April after OPEC+ deal collapse
How low will the price of oil drop? State oil giant Aramco will boost its crude output after the current OPEC+ cut deal expires at the...- output hike
- opec+
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- Hotone Replied
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Bloomberg article poses that Putin's ultimate rath of "No more Cuts" for OPEC+ is targeted at the U.S.
The thought is Putin is pissed at the U.S. for (1) U.S. not cutting production (2) Sanctioned companies thwarting the Russian completion of Nordstream2...- BLA Replied
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Saudi Arabia just declared a price war
https://www.bloomberg.com/news/articles/2020-03-07/saudi-aramco-slashes-crude-prices-kicking-off-price-war Oil could be headed a lot lower in the short term.- opec
- saud arabia
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- Adrian Hernandez Replied
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Donald Trump holding back virus data . . . . . . Spanish Flu 1918 MUTATED, Came in 3 waves, Lasted 14 months and killed upward 5% World population
Hoping warm weather brings relief. BUT NOBODY HONESTLY KNOWS. DONALD TRUMP MUST END VIRUS DATA SECRECY, AUTHORITIES CANNOT ANY LONGER EVADE QUESTION: HOW MANY...- Marcin2 Replied
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The Problem Isn't the Corona Virus Per Se
The problem with the markets right now is people are afraid of how other people will react to the corona virus. They're afraid others...- Zhong Lu Replied
- 10 replies
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- BLA Replied
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How long can Exxon and Chevron keep up the drilling?
Give that West Texas has defeated everybody else who has tried to squeeze some profit out of Midland Texas shale, I wonder how well...- dgowin Replied
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Chevron CEO was asked if all the good rock already drilled in the Permian. He laughed and said . . . .
CEO Michael Wirth's answer today was "Chevron owns about 10% of the Permian acreage and just upped their own recoverable reserves to 21Billion bbls. Said...- BLA Replied
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- 1,095 views
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OPEC EXPECTED TO CUT - WHERES THE CUT FROM UNCLE SAM
$30Bbl looming for WTI, quite rightly so Russia pressuring for a US cut in production. Why should OPEC and others take the load while...- James Regan Replied
- 347 replies
- 131,618 views
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Ships Turn Into Floating Storage Units for Oil and Gas as Chinese Buyers Back Out
Satellite imaging won't help in tracking the amount of floating storage for the current glut of oil & gas. This will likely be a big...- Tom Kirkman Replied
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China: COVAD-19 has ALREADY MUTATED AT LEAST ONCE. COVAD-19 is an RNA virus thus can mutate rapidly. Death rate now 3.4%
"The more aggressive type of virus was found to be prevalent in the early stages of the outbreak in Wuhan — the Chinese city...- BLA Replied
- 5 replies
- 7,401 views
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Visualizing US Oil & Gas Production (Through November 2019)
This article contains still images from the interactive dashboards available in the original blog post. To follow the instructions in this article, please use the interactive...- shaleprofile Replied
- 0 replies
- 1,800 views
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OPEC+ says they can get oil to $60 bbl with 1 mm bbl/d cut. How, when by most accounts China's demand alone down 4 mm bbl/d ? The OPEC Smoke & Mirrors. It works ?
OPEC playing same old games (1) will say recommend 600k or 1 million cut and then SURPRISE ! It's 1.2 mm bbls cut. OMG...- BLA Replied
- 6 replies
- 2,562 views
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Oil up Market Up-Band Aid or Cure
Oil Jumps - Rebound?? Markets Jump - Rebound?? Are these just “tools” being used OR is this just a bandaid on the inevitable??? Hmmmmm......- James Regan Replied
- 34 replies
- 10,604 views