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Commentary: Cracking Open A Window for Iran to Attain its "Economy of Resistance"

As news of a deal between Iran and the P+1 group intensifies, markets and companies will increasingly focus on what a deal will mean for oil. There are already hints that any deal will involve inspections, followed by affirmation of compliance, by...

Posted July 14, 2015    

ISIS Victories and Oil

Right now, oil prices seem under pressure from any number of forces: Saudi market share strategies, Iran’s quiet sales from floating stocks, historically high U.S. and Chinese inventory levels, and a very large backlog of uncompleted tight oil wells...

Posted May 26, 2015    

Equity Finance Betting Against Saudi Arabia

Earlier this year, equity finance players like Blackstone Group LP said they would be out in force cherry picking for cheap oil and gas assets. The theory was simple. As everyone with any experience in oil cycling can tell you, it is too hard to...

Posted April 28, 2015    

Geopolitics and Oil Prices: Between A Rock and a Hard Place

Oil traders appear to be hedging themselves against a possible deal between the West and Iran on the nuclear question but doing so misses the increasingly complex forces at play today in oil geopolitics. A Saudi analyst with close ties to the Saudi...

Posted March 30, 2015    

New Interior Fracking Rules Might Help Ease Ban Momentum

Industry would do well to embrace the new US Department of Interior Bureau of Land Management (BLM) rules for hydraulic fracturing on public lands. Stronger regulation and compliance in the sector is the industry’s best avenue to roll back an...

Posted March 23, 2015    

Natural Gas Heavy Duty Trucking Fleet Could Benefit US Economy, but Not Climate

The decision by the Organization of Petroleum Exporting Countries’ (OPEC) decision to favor a market-share approach rather than defend prices – and the subsequent fall in oil prices– has prompted a drop in drilling activity in the United States and...

Posted February 24, 2015    

Oil’s Mixed Signals

Oil prices stabilized last week amid reports that the US rig count has fallen close to 25 percent from its peak in October 2014. Yet even with some positive news about oil demand trends in December, analysts are assessing the surplus in oil markets...

Posted February 11, 2015    

New Year's Message to Congress on U.S. Energy Independence and Exports: Do No Harm

When asked about the Republican agenda for 2015, U.S. Senate Majority Leader Mitch McConnell (R-Ky) is promising a “full-throated” debate on national energy policy. That worries me because ultimately, our energy situation is already moving in the...

Posted January 5, 2015    

Reading the Tea Leaves of the Saudi 2015 Budget

(AP file photo/John Moore)Oil producers and traders alike are desperately looking for a sign that the current oil price slide is about to bottom out but a rebel attack on a Libyan oil field failed to fit the bill.This week, traders might be tempted...

Posted December 30, 2014    

The Spoils of War: US Diplomacy Must Focus on Conflict Resolution Over Oil Revenues

In the recent debate about what mistakes the United States has made in the Middle East and new air strikes on Syria, more attention needs to be given in the follow up to military action to oil conflict diplomacy. The United States and its coalition...

Posted September 25, 2014    

The Politics of EPA Bashing Counter-Productive to Industry's Safety Goals

The U.S. Chamber of Commerce joined in the chorus recently with a new twitter feed bashing the US Environmental Protection Agency (EPA). The chamber says its members, who comprise 3 million businesses across the U.S., can “count on the Chamber to be...

Posted September 16, 2014    

The US Humanitarian Intervention in Iraq: The Oil and Water Angle

The success of stated limited U.S. humanitarian goals for the latest intervention in Iraq could hinge on more than the fate of minorities trapped on top of the Mount Sinjar. That is because the Islamic State in Iraq and Syria (ISIS) has taken...

Posted August 15, 2014