Today’s appearance on CNBC Squawk Box addressed the current quandary faced by Saudi Arabia, as well as how the bearish sentiment in the market is reflected in weak fundamentals via rising oil in transit and higher floating storage.
Yesterday’s appearances on NPR’s Texas Standard and CNBC Asia addressed the multi-year highs being made by Brent crude in the aftermath of the OPEC meeting. On CNBC Asia we discussed the geopolitical impact, whereas on NPR we honed in the impact on the US, and Texas.
In my latest segment on NPR’s Texas Standard I discussed OPEC’s potential supergroup, while on CNBC Asia last night we discussed geopolitics and oil.
Today’s blog digs into oil production / exports out of NOPEC member, Kazakhstan, showing they are the most out-of-compliance nation in the output cut deal.
Today’s blog digs into US imports of OPEC crude, and where flows have been dropping off from amid the OPEC production cut deal.
Last night’s appearance on CNBC Asia was spent dissecting yesterday’s OPEC meeting – evoking the title of one of Shakespeare’s best plays.
Today’s blog looks at how OPEC has been making making progress in recent months at whittling OECD oil inventories closer to the five-year average.
Today’s appearance on the set of CNBC Squawk Box covered Saudi Aramco’s impending IPO, as well as ongoing strong demand growth.
Last night’s appearance on CNBC Asia covered two key elements of the oil market: OPEC and the US.
Last evening’s appearance on CNBC addressed news that Saudi Aramco’s IPO may not happen until 2019.
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