Saturday, January 18, 2025
Note on the news: Back to Beirut- oil and gas 360

Note on the news: Back to Beirut

(Oil & Gas 360) – Over the past few decades, the Assad dictatorship in Syria, supported by Iran and Russia, played a pivotal role in Middle Eastern instability. Syria was the channel by which Russia established a naval base on the Mediterranean and extended its influence to the heart of the Middle East and supported its military in sub-Saharan Africa.

Note on the news: Old lines in the sand- oil and gas 360

Note on the news: Old lines in the sand

(Oil & Gas 360) – What will happen to Syria now that the Assad family’s brutal dictatorship is over is a big question in the foreign policy establishment.  A bigger question is: What is Syria? The boundaries of Syria, Iraq, Jordan, and other parts of the Middle East were established after World War I by the British and French colonial powers

We head to notably-tighter markets than stock prices show the consensus is thinking- oil and gas 360

We head to notably-tighter markets than stock prices show the consensus is thinking

(Oil & Gas 360) – Weekly Oil & Natural Gas Inventory Data Are Indicating We Head To Notably-Tighter Markets Than Stock Prices Show The Consensus Is Thinking. While the NASDAQ and S&P 500 show great performance and expectations, Energy stocks continue to reflect little interest/low expectations.  Great performance and high expectations are evident in the NASDAQ setting another new record high

A note on the news: No pivots- oil and gas 360

Note on the news: No pivots

Oil & Gas 360– Eighty-three years ago the United States pivoted its foreign policy attention to the Indo-Pacific following Japanese military attacks on US Territories of Hawaii and the Philippines.  Shortly thereafter, it also found itself in a war in Europe as well.  It could not pivot away from either Europe or the Indo-Pacific. Twenty-first century US foreign policy attention has

Low expectations continue to dominate but oil inventory is low- oil and gas 360

Energy Market Assessment: Low expectations continue to dominate but oil inventory is low

(Oil & Gas 360) – Oil & Natural Gas Prices Low Highlight That Low Expectations Continue To Dominate But Oil Inventory Is Low And The Climate Is Changing.   Technical analysis dominating today’s markets having analysis much thinner along with uncertainty high helped record-high U.S. petroleum product exports setting higher record highs be ignored/unknown.  While reports of problems Over There are plentiful,

Infrastructure trends power our bullish oil & natural gas outlook- oil and gas 360

Infrastructure trends power our bullish oil & natural gas outlook

(Oil & Gas 360) – Infrastructure Trends Power Our Bullish Oil & Natural Gas Outlook Because Expectations Are Extra Low But Cold Air Definitely Exists.   While Summer 2024 was warmer than normal, cool air existing dropped the Henry Hub spot price from $2.80 down to $1.80.  Winter 2023/24 delightfully mild greatly  minimizing natural gas demand resulted in a warmer-than-normal April (Figure

Energy Market Assessment: The fast jump in natural gas prices determining who gets it- oil and gas 360

Energy Market Assessment: The fast jump in natural gas prices determining who gets it

(Oil & Gas 360) – The Fast Jump In Natural Gas Prices Determining Who Gets It In A Market Viewed As Well Supplied Highlights Supply/Demand, Consensus-Beating Tight. While natural gas inventory declined 3 Bcf last week, 3,969 Bcf, 3rd highest in 31 years and only 77 below the record high is helping pretty much all be bearish, believing supply is plentiful.  Yesterday

Note on the news: The Wright energy transition- oil and gas 360

Note on the news: The Wright energy transition

(Oil & Gas 360)– Jaguar just released an ad for their new electric vehicle which must rank as the new standard for weirdness.  It just might exceed the Bud Light ad for brand destruction.  Too bad.  Another sacrifice on the woke altar.  Did Jag not get the memo from Mercedes, Ford, and Volkswagen about sales volumes? The much-talked-about but not-much-done-about Energy

COP 29 sends Santa its list- oil and gas 360

COP 29 sends Santa its list

(Oil & Gas 360) – With slightly less than a month left before his annual global night of magic, Santa received a lengthy Christmas list after this year’s COP 29 climate action conference in Azerbaijan. The group and the International Energy Agency (IEA) have cited five key areas.  They look to triple renewable energy capacity while doubling energy efficiency. Another major

Note on the News: Strategy transition?- oil and gas 360

Note on the news: Strategy transition?

(Oil & Gas 360) – After three decades of foreign policy based on Fukuyama’s End of History, The Strategy of Wishful Thinking, it is over.  Trump is putting his foreign affairs team together and we do not know what strategy they will develop, and we may not know for a while.   Marco Rubio, Pete Hegseth, Tulsi Gabbard, John Ratcliffe,

Candy giant targets its cattle herd to maage methane emissions- oil and gas 360

Candy giant targets its cattle herd to manage methane emissions

(Oil & Gas 360) – Global food producer Mars has announced a nearly $50 million initiative focused on its cows and candy to halve greenhouse gas emissions by the end of the decade and become Net Zero by 2050. Mars’ “Moo-ving Dairy Forward” sustainable dairy plan seeks to find links in Mars’ supply chain that will allow it to cut methane