Oil
Blogs on Oil:
7 Takeaways I Took From Goehring and Rozencwajg’s Latest Q3 Research Piece:
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Goehring and Rozencwajg’s Q3 paper is titled “Why Won’t Energy Companies Drill?” A very important trend in the energy markets is the lack of investment in energy sources like fossil fuels. We want to distance ourselves from these over time. But currently, they are an integral aspect of modern life. They will be vital in the energy transition to cleaner …
Saudi Arabia Dealt Its Energy Cards But Forgot All About Its Security Cards
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In Monday’s Geopolitics and Markets Review, I wrote about Saudi Arabia's current energy policy. I think it's leading to them pivoting to China and BRICS (Brazil, Russia, India, China and South Africa). And in turn, becoming more integrated with China’s Belt and Road Initiative.
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