Blog Profile / The Barrel Blog

Filed Under:Utilities / Energy
Posts on Regator:873
Posts / Week:2.3
Archived Since:November 19, 2010

Blog Post Archive

Mexico’s upcoming presidential election keeps uncertainty in the air for energy reform: Baker Institute

A slowdown versus a reversal of Mexico’s energy reform legislation is the most likely scenario to emerge following July’s presidential election, according to a number of Mexico energy experts gathered February 15 at the Baker Institute,...Show More Summary

How soon will electric vehicles make a significant dent in oil demand?

Khalid Al-Falih may be right when he claims the oil industry has nothing to fear from electric vehicles (EVs). Saudi Arabia’s oil minister unsurprisingly is a robust defender of the internal combustion engine (ICE). Contrary to the views...Show More Summary

Might nickel be the brake on the progress of electric vehicles?

Prices of all key metals used to make electric vehicle batteries are set to increase, according to market observers, as recent mine investment appears insufficient to cope with the expected uptick in demand over the coming years from the battery sector. Show More Summary

OPEC pops the question – will Russia say ‘I do’?

OPEC is drafting an agreement to tie Russia into a so-called “super group” of oil producers. Details on the proposal are vague and the Kremlin’s willingness to consider such a betrothal is uncertain, despite some positive vibes between Russia and OPEC kingpin Saudi Arabia at the moment. Show More Summary

Dubai-LOOP Sour spread shows open arbitrage east: In the LOOP

The Platts Dubai-LOOP Sour spread has widened to a little more than $3/b so far in February, suggesting an improved and opened arbitrage for US Gulf Coast medium sours grades to head to Asia. The 10-day moving average spread betweenShow More Summary

After a year of Trump, most energy prices now ahead of Obama’s last day: Of Presidents and Prices

It took nearly 12 months for several key commodity prices during President Donald Trump’s first year to surpass their levels on President Barack Obama’s final day in office. Commodity prices had bumped along mostly sideways until a late rally in fourth-quarter 2017. Show More Summary

Enhanced oil recovery may offer climate solution: Fuel for Thought

As counterintuitive as it may sound to those who want to transition away from fossil energy to combat climate change, the US government has long supported research into technology that could potentially slow or even halt the growth of industrial carbon emissions while expanding the recovery of oil from existing fields. Show More Summary

How long can the lithium bull run last?

Lithium, one of the principal ingredients of the lithium-ion battery used for electric vehicles, has been on a bull run since 2015. Production increased substantially in 2017 with a flurry of new investors bringing capacity on stream,...Show More Summary

China’s white goods sector tipped to weaken

Steel demand from the white goods sector benefited Chinese mills last year, but the effect of a weaker housing market is set to adversely impact demand this year. China’s production of white goods – air conditioners, washing machines,...Show More Summary

The irresistible allure of old mine shafts

UK energy start-up Gravitricity announced February 7 it had received a GBP650,000 ($903,400) grant from Innovate UK, the UK government’s innovation agency, for a plan to use old mines shafts to store energy. The idea is relatively simple:...Show More Summary

LOOP Sour becomes lighter, more sour for January: In the LOOP

The US crude blend LOOP Sour was lighter and more sour in January, according to a monthly assay posted by the Louisiana Offshore Oil Port. As LOOP Sour crude became lighter, LOOP imported 4 million more barrels of Iraqi Basrah Light and 1.5 million more barrels of Kuwait Export crude than in December. Show More Summary

The challenge facing US shale companies as oil prices recover: Produce more crude or more cash?

As oil prices recover from the lows of 2014, US shale producers face a choice: continue to invest in record production or start returning cash to investors who helped them weather the downturn. It used to be that investors rewarded US upstream operators that could quickly grow production. Show More Summary

Gaspirations: In pursuit of an LNG freight derivatives market

The commoditization of the global LNG market has had implications across several associated industries, ranging from the gas-fired power sector to seaborne gas transportation. Hence, it came as no surprise that the venerable Baltic Exchange,...Show More Summary

Beijing locks sights on green dividend

It might seem odd to speak of China’s economy as green when the country is far and away the world’s largest producer and consumer of coal, but there is no question that Beijing is combining industrial and environmental policies in a way that is more radical than most, if not all, Western governments. Show More Summary

JKM reveals three LNG surprises in three years – tightness, correlations and seasonality

Platts JKM, the benchmark LNG spot price, has revealed three important surprises over the past three years. In 2015, most analysts expected the LNG market to weaken considerably, increasingly de-correlate from oil and reduce seasonality. Show More Summary

‘Uncertainty’ the watchword at US biodiesel conference

It was just like the old days. In 2015, I attended my first National Biodiesel Conference in Fort Worth, Texas. At the time, the industry — indeed, the entire US renewable fuels sector — faced key questions about its future. Chief among...Show More Summary

Saudi’s Aramco IPO dream could create shale oil nightmare

Saudi Arabia’s dream of securing a $100bn windfall from the IPO of Aramco may be clouding its judgement. The kingdom needs higher oil prices to entice international investors to buy a stake in the state-owned company, which supplies almost all its crude. Show More Summary

Politics and policy in Mexico: Energy reform in question if Lopez Obrador wins presidency

Figuring out leading Mexico presidential candidate Andres Manuel Lopez Obrador isn’t easy. The populist is a riddle, the answer to which will be critical for the future of Mexico’s energy policy. This is the third time the former head of the Mexico City government has thrown his hat into the presidential race. Show More Summary

Trump trade rift report adds a chapter to steel import saga

US market players anxiously awaiting President Donald Trump’s decision on whether or not to restrain steel imports got something else instead: the report of a rift between Trump and Wilbur Ross, secretary of the US Department of Commerce, which launched the import investigation last year. Show More Summary

Gold starts 2018 well bid, ignoring sky-high stock markets and cryptos

Gold has started on solid footing in 2018, even in the face of soaring equity markets and interest in cryptocurrency Bitcoin; bullion has been impressing many, and lining the pockets of many others. Those playing the short side of the market may not be so impressed. Show More Summary

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