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ENERGY TRANSITION: BlackRock, the world’s largest asset manager, tells Texas that, in reality, it loves fossil fuels. A lot. “We will continue to invest in and support fossil fuel companies […] Hydrocarbon companies are part of the solution, not the problem”
#OOTT#ESG#Texaspic.twitter.com/fm54mgUBrQ
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Some of us knew this was coming.
#OOTT @chigrl @ericnuttall @JavierBlas https://www.bloomberg.com/opinion/articles/2022-02-13/the-world-has-been-using-a-lot-more-oil-than-we-thought … -
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When I imagined $95 WTI, I had a completely different idea of where the companies I own would be valued. Perhaps I’m wrong on the valuation, perhaps it’s the buying opportunity of a lifetime. My money is on the latter.
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BREAKING: Dated Brent, the benchmark for the physical North Sea oil market, assessed above $100 a barrel for the first time since Sep 2014. According to S&P Global Platts data, Dated Brent rose to $100.79 a barrel on Wednesday |
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BREAKING: Brent crude oil hits $95 a barrel for the first time since September 2014 after PBS reported that the White House fears Russia would invade Ukraine next week |
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No, the mighty Druzhba oil pipeline isn’t anywhere near Luhansk, the city in eastern Ukraine where social media is reporting an explosion. Nowhere near (the blue dot is Luhansk). If a pipeline has explode there, isn’t Druzbha (so European supplies are no affected)
#OOTT#Ukrarinepic.twitter.com/Cjp9xHQxOn
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US oil rigs and frac spread (Baker Hughes/Primary Vision)
#OOTT pic.twitter.com/Ls1FZYmWFR
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OIL MARKET:
@IEA revises its historical demand baselines, finding 800k b/d of extra of oil consumption. The market is "incredible tight," says Toril Bosoni, head of the report. OECD inventories super low. Still, IEA expects the global S/D to move into a surplus from 2Q |#OOTT pic.twitter.com/20OjfZMLYx
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President Biden says he “will work like the devil to bring gas prices down.”
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Pantheon's announcement of a 1.4bnbbls recoverable resource at Theta West, based upon analysis of its Basin Floor Fan discovery and extensive 3D seismic across its acreage, highlights the scale of the potential of it's 100% held Alaskan licenses.
#PANR$PTHRF#EEENF#OOTT#AIMpic.twitter.com/Rgq37WrcEj
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If sanctions are lifted off of Iran’s oil exports, Iranian officials will not accept an opec quota. They believe it’s their country’s right to restore output to pre-sanction levels.
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$CJ no hedge book. Earnings in March. Burrito likes#OOTT https://twitter.com/rockcreekfreak/status/1494828556844556289 …
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Incredible, but I can’t say I’m surprised
#OOTT https://twitter.com/michaelbatnick/status/1494390495098855429 …
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Yes, we will see ATH this year. +150$
#oott https://www.cnbc.com/2022/02/16/oil-could-vault-as-high-as-150-a-barrel-veteran-analyst-warns.html … -
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OIL MARKET: Further on the debate about the strength of US oil demand (with noisy
@EIAgov *weekly* data pointing to sky-high consumption). Now the@API_News adds its own *monthly* data, which puts January consumption at the highest ever for that month since data in 1963 |#OOTT pic.twitter.com/KplC0XhTc0
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2.5m passenger cars sold in China in Jan, out of which 2.1 are ICE. Sales of EV’s & hybrids fell 18.6% m-o-m after China cut subsidies for NEVs by 30% since January. (1) ICE fleet continues to expand. (2) EV’s still heavily reliant on subsidies.
#oott https://money.usnews.com/investing/news/articles/2022-02-18/china-jan-auto-sales-see-first-monthly-rise-after-eight-months-of-falls …
![YTD charts for['BP', 'COP', 'CVX', 'DVN', 'MRO', 'OXY', 'SLB', 'XOM']](https://pbs.twimg.com/media/FL86MXVWYAArW4X.png)
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