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Innehåll tillhandahållet av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Tuesday, May 19th

 
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Manage episode 262365169 series 2659248
Innehåll tillhandahållet av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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 episoder

Artwork
iconDela
 
Manage episode 262365169 series 2659248
Innehåll tillhandahållet av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Cameron Wallace, Digital Editor at World Oil, Cameron Wallace, and Digital Editor at World Oil eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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 episoder

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