October 21, 2017

Electric Car War Sends Lithium Prices Sky High

Demand for lithium will continue to rise throughout the year--and beyond--spurred by the rise of battery mega/gigafactories and a burgeoning energy storage business that will change the way we live. Read More »

Russia Cries Dyadya (Uncle), Is Saudi Arabia Listening?

Intensifying financial pressures on Russian energy companies, Saudis and their Gulf Arab allies might be tempted to decide to maintain pressure on prices and force Russia to absorb the cuts necessary to balance the global crude markets. Read More »

60 Reasons Why Oil Investors Should Hang On

Will oil market miss the coming wake-up call and instead deliver a severe supply disruption with skyrocketing prices and a political response along the lines of windfall profits taxes? Read More »

Will Oil Prices Rebound in 2016? Interview With Carl Larry

There is more risk of oil prices to the upside than there is to the downside during 2016. The average prices are expected to oscillate between $45 and $48 during the year. Read More »

Saudi-Iran Confrontation Could Send Oil Prices to $250

Even though it remains a remote possibility, direct military confrontation between Saudi Arabia and Iran could well put oil back into triple-digit territory in short order. Read More »

Saudi-Iran Dispute Won’t Cause Lasting Oil Price Rally

In other words, global economic weakness and the glut in oil supplies will continue to weigh on crude. At this point, only tension in the Middle East is providing a bit of a lift to oil markets, but even that won't be enough to push up prices in any lasting way. Read More »

$10 Trillion Investment Needed to Avoid Oil Price Spike: OPEC

OPEC does not see oil prices returning to triple-digit territory within the next 25 years. The group expects oil prices to rise by an average of about $5 per year over the course of this decade, only reaching $80 per barrel in 2020. From there, it sees oil prices rising slowly, hitting $95 per barrel in 2040. Read More »

How Far Can the Syrian Conflict Spiral Out of Control: Interview With Pelicourt

Is the dangerously unspoken theory that ISIS is a bulwark against Iran what's keeping the West from tackling the Islamic State wholeheartedly on its territory? With no nation that can control it, the threat is now out of control and a war of ambiguous targets is emerging. Read More »

Strippers Suffering From Low Oil Prices

As oil producers confront below $50 a barrel prices for a prolonged period, some will finally start to significantly curtail or even shut down operations. And that is going to severely hurt an all but invisible group; strippers in the United States. Read More »

ISIS, Turkey and Oil – The Bigger Picture: Interview With Pelicourt

Turkey's game of playing all sides in the balance of power game is difficult to sustain. The downing by Turkey of a Russian jet conducting air strikes over northern Syria is just the first move in the new phase of this game, and analysts should probably start looking at ISIS oil sales to Turkey in their examinations of why Turkey downed a Russian jet at a time when the Russians were specifically targeting ISIS-controlled oil facilities and tankers. Read More »