themoneynarrative oil and gas commentary (OPEC) – update #17

We haven’t written about oil and gas of late, but with the sector seeing supply constraints and high prices, we thought it opportune to publish the highlights of OPEC’s latest Monthly Oil Market Report (November 2021), released today (November 11, 2021). The report contains some very interesting economic data.

The political quicksands of energy policy

Energy policy goals, particularly where linked to reduction of carbon emissions, often clash in the short term with consumer demand realities. That is happening right now in the U.S.

How hedging hurts oil prices

During the recent negotiations among OPEC and other oil-producing nations to strike an oil production cuts deal, market observers may have been confused when Mexico balked at the figure suggested to them.  After all, wouldn’t Mexico benefit along with other oil-producing nations from constrained supply?

Finding investing opportunities during a pandemic #2

The opportunities for market gains as the coronavirus (COVID-19) pandemic ends will be numerous, but that is presuming that investors have managed to raise cash to take advantage.

Can the U.S. seriously be considering an oil embargo?

Saudi Arabia, OPEC’s de facto leader, and Russia recently failed to agree to extend (and deepen) their oil production cuts agreement, thereby precipitating decisions to cut oil prices and expand production.  Hitting markets roiled by coronavirus (COVID-19), the impact has been seismic.

themoneynarrative oil and gas commentary (OPEC) – update #16

Today (March 11, 2020), OPEC released its latest Monthly Oil Market Report.  The highlights are indicated below themoneynarrative’s comments.