Too much oil supply is back, causing global oil price to slide from $US 85/B in October to under $US 70/B now. This week’s podcast reviews the outlook for global oil supply and the strategy of OPEC plus in the face of low price. This podcast references a figure on the future of global oil […]
A Montana court has overturned President Trump’s approval of the Keystone XL pipeline. This week’s podcast reviews the decision and the implications for Canadian oil markets that are facing extreme price discounts due to a lack of pipe capacity. Next we talk about Imperial Oil’s contrarian decision to give a green light to a major […]
This week’s podcast is about oil and gas innovation, including the strategic implications resulting from the development of low cost North American shale gas and tight oil and the future potential for digital technology to further reduce industry costs. This podcast references the past ARC Energy Research Institute commentary: Deflating the Energy Scarcity Mindset. Please […]
Tesla just had a historic quarter; surging Model 3 sales and greater margins on every car sold erased the red ink from the company’s financial statements for the first time in years. On this week’s podcast we review the latest electric car sales statistics, the economics and utility of EV ownership and the implications of […]
