Tuesday, May 19th
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. -
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Show Notes
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: