In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
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In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
US grid, energy stocks, oil prices, rig count, US-China
Energy Research Brief
22 minutes
1 month ago
US grid, energy stocks, oil prices, rig count, US-China
In this episode of Energy Research Brief, we cover the following topics: The US power grid has seen waves of buildouts, from coal and nuclear, to natural gas, and now solar and batteriesSo far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so muchWith oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge booksThe DNOW-MRC combination shows consolidation is reaching far beyond E&PsAs of this week, the number of US d...
Energy Research Brief
In this episode of Energy Research Brief, we cover the following topics: I spent a day doing market-focused strategy work with Jereh’s Sales teamFoundations of Energy: GE Vernova’s stock is booming as the world increasingly electrifiesUS crude oil and product inventories are rising and may soon set a four year-recordPermian rig counts continue to fall, but the rest of the US has been resilientChina's economy is slowing, with important impacts on global oil demand and oil pricesThe easiest way...
