The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC,
Middle Eastern politics and how they will affect future oil prices,
EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds...
The crude oil backstory and the current oversupply, the likelihood of a coming production cut from OPEC,
Middle Eastern politics and how they will affect future oil prices,
EIA/IEA and other government agency statistics - Are they reliable? Oil storage considerations and the importance of Cushing, OK - How close are we to capacity? The Baker Hughes Rig Count - Does it matter? Iran and their ongoing production increase, the desperation of US shale patch operators and their associated junk bonds - What is the chance of default? Decline rates for US shale producers
Libya’s potential to affect this market - Is ISIS standing in the way? Identifying a bottom in the oil market and a whole lot more…
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