Macro Voices Energy Week

This week’s panel: Art Berman, Anas Alhajji and Patricia Hemsworth

• A new chapter in the Age of Oil: How things will change in the wake of Abqaiq
• What happens when shale plays out and we need to look for more supply?
• Debunking the fallacy that Electric Vehicles will bring about the end of the age of oil
• What to expect in coming weeks and months

Supporting Materials for Download

Art Berman Chartbook September 25 2019 

This week’s panel: Anas Alhajji and Joe McMonigle

• What exactly are the facilities at Abquaiq and why are they such an important energy security checkpoint?
• What exactly happened? Who did it, and is there risk of more attacks?
• What this means to the future of energy security
• Impacts on markets – is the price spike over?
• The U.S. Response – sanctions already announced; will military action follow?
• Saudi Arabia’s new leadership and their expected response

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This week’s panel: Anas Alhajji, Tracy Shuchart and Joe McMonigle

• Dr. Anas Alhajji’s perspective on Saudi Arabia policy outlook
• Joe McMonigle on OPEC production cuts
• Tracy @Chigrl Shuchart on what’s really driving the market (supply/demand? OPEC? Trade War News?)
• Supply/Demand outlook
• Macro Outlook/OPEC Cuts/Saudi Aramco IPO
• Geopolitical update
• Timespread update from last week

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This week’s panel: Art Berman, Chris Cook and Patricia Hemsworth

• Art Berman reviews highlights from the latest EIA STEO released this week
• Pat Hemsworth on Crack Spreads Gone Wild & Brent/WTI Collapse
• Chris Cook on Who’s Manipulating Whom in the formative Currency War
• Market Mayhem! Trade War and collapsing sentiment analysis
• Fireworks on the Forward Curve – WTI term structure transformation analysis

We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

• Anas Alhajji on the various proposals on the table for 2020 Election Season
• Art Berman on whether the popular “cashflow narrative” really explains the sell-off in E&P stocks
• Tracy Shuchart on the macro backdrop and price outlook
• EIA’s 8.5mm bbl drawdown doesn’t jibe with increased production and lower exports
• Form 914 (EIA monthly data for May)
• Tight oil company valuations with slide deck from Art Berman

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Art Berman, Chris Cook and Patricia Hemsworth

• Pat Hemsworth on the AMLO administration’s plans for Pemex
• Chris Cook on geopolitical risk and why the Iranian situation hasn’t blown up oil prices
• Art Berman on why gas prices haven’t fallen more given recent developments
• EIA’s 10.8 mm bbl draw, and the market DROPS on the news???
• Iran situation and why it hasn’t resulted in higher oil prices
• 2020 Pemex Hedge
• Under-reporting of Permian Basin Fracking

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Anas Alhajji, Joe McMonigle and Patricia Hemsworth

• Pat Hemsworth on volatility in finished product markets and impacts of last week's hurricane
• Dr. Anas Alhajji on IEA and other organizations' bearish price forecasts for 2020
• Joe McMonigle's behind-the-scenes insights after attending the OPEC meeting in Vienna
• Iran policy news and the abrupt price drop this week
• Venezuela and whether Chevron's general license will be extended
• Canadian crude differentials to WTI - what's causing them and how long will it last?

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This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

• Anas Alhajji on the impact of increased car sales in China on the oil market, and the importance of China generally, including electric busses & vehicles
• Art Berman on key take-aways from this week’s EIA Short Term Energy Outlook
• Tracy Shuchart on Iranian uranium enrichment
• Panel discussion of the big price move—Inventory, Tropical Storm, or both?
• Security for hire in the Straits of Hormuz
• Art and Anas debate data interpretation

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Chris Cook and Ole Hansen

• Summary of G20 and OPEC+ meeting outcome & market reactions
• This week’s EIA Inventory data
•  By listener request: Chris Cook takes a deep dive on forward curves and who trades them

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Art Berman, Anas Alhajji and Tracy Shuchart

• Massive drawdowns in crude oil and finished products in today’s EIA inventory report
• Dwindling open interest in Brent+WTI (both long and short): Why are traders walking away from crude oil trades?
• The PES Refinery Fire and its short- and long-term market implications
• China Trade Talks, G20 and OPEC+

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week’s panel: Anas Alhajji, Joe McMonigle and Patricia Hemsworth

• Dr. Anas Alhajji on the tanker attacks and who might have been responsible
• Pat Hemsworth on the marked changes in forward curves and open interest in recent weeks
• Joe McMonigle on the OPEC+ meeting
• Group discussion on tanker attacks, who benefits, who could have been responsible
• Group discussion on OPEC+, G20, FOMC, and China Trade
• Outlook for the week ahead from all panelists

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This week’s panel: Commercial broker Pat Hemsworth, former regulator Chris Cook, and petroleum geologist Art Berman

• How can natural gas be in backwardation (Jul-Aug’19) in the summertime, when contango is the norm?
•  The energy price sell-off has continued even as the stock market has mostly recovered. What’s next for energy prices?

 We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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This week's MacroVoices Energy Week features Art Berman, Anas Alhajji and Tracy Shuchart

• Dr. Anas Alhajji on deteriorating U.S. data quality
• Tracy Shuchart on crude oil spread trades
• Art Berman on refined product consumption & storage
• The sea change of sentiment in energy markets & what’s driving it
• Iran, Saudi Arabia & Venezuela: A deeper look at their options
• Will OPEC ever stop pricing oil in USD?
• Upcoming OPEC+ meeting and its significance

We strongly recommend that you download the chart book that accompanies this interview, as Erik and the panelists will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.

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This week's MacroVoices Energy Week features Ole Hansen, Chris Cook and Patricia Hemsworth. 

• There’s been a disturbance in the force! (market roller-coaster ride)
• Is this about energy fundamentals or the stock market driving energy market direction?
• Where is the market headed from here?
• Iran military conflict scenario: Is it really bullish for oil prices?
• Signposts to watch in the week ahead

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This week's panelists: Art Berman, Anas Alhajji and Patricia Hemsworth

• Anas Alhajji on pricing oil in USD vs. other currencies
• Pat Hemsworth on finished product inventories as refinery maintenance season winds downTopic 3
• Art Berman on sustainability/growth of U.S. shale production
• Iran/Geopolitical Risk Update
• Why are front-month oil prices trading flat-to-down even as backwardation steepens in forward curves?
• Brent-WTI Spread: What’s driving it to such a wide discount ($9.49 as of today’s close), and what comes next?

Supporting Materials for Download

Art Berman Chartbook

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This week's panelists: Joe McMonigle, Chris Cook and Tracy Shuchart.

• Joe McMonigle weighs in on OPEC/JMMC meeting outlook
• Tracy Shuchart on OPEX and contract roll
• Chris Cook on forward curves
• Group discussion on Geopolitics (Game of drones / Saudi Tanker attacks, Iran Sanctions, Venezuela, China trade war)
• Group discussion on bull/bear arguments and crude oil price outlook

Supporting Materials for Download

Tracy Shuchart Chartbook

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The inaugural episode of MacroVoices ENERGY WEEK featuring panelists Art Berman, Anas Alhajjii and Patricia Hemsworth.

• Topic 1: Glut or crisis on the horizon? 
• Topic 2: Crude Quality Matters.

Supporting Materials for Download

 Art Berman Chartbook

 Anas Alhajji Chartbook

Download the audio MP3 File (48.51 MB) . | 

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