Tag Archives: shale

OPEC’s Terrible Choice:  Its Next Cut Could be a Permanent One.

OPEC seems in control of the oil world, but in fact it is terribly constrained. A review of OPEC’s previous production cuts reveals that: –  it cannot sustain a market share strategy –  it takes the lead in output cuts when demand … Continue reading

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The Surprising Dual Winners of the Energy Transition – OPEC and the New Technologies: Shale, Solar And Wind

   There are a lot of new arrivals at the low-end of the energy cost-curve – but OPEC may yet adapt. Summary US shale and global solar / wind energy technologies are now competing strongly with the traditional oil and gas industry: … Continue reading

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