Ellen R. Wald, Ph.D.'s Comment & Analysis
A complete archive of Ellen R. Wald, Ph.D.'s articles, including current analysis & comment - Page 15
A combination of dynamic factors generally drive oil markets: geopolitics, policy and fundamentals. While the fundamentals can be measured, and their changes tracked, there is no way to consistently...
For oil, the lowest prices of 2019 came at the start of the year with WTI at only $42.52 per barrel and Brent priced at $49.93. Currently, both are in the $60 range as WTI hovers at the low end and...
For oil traders focused on the production side of the industry, a serious concern is always the ability to identify the so-called swing producers, usually identified by a country, capable of moving...
Last week OPEC delivered what is being called the “Saudi surprise” to oil markets—just in time for the holidays. After two days filled with contentious meetings, OPEC and its...
As the December meeting of OPEC and OPEC+ gets underway in Vienna, these are three potential outcomes:
1. Deeper Production Cuts
Even before arriving in Vienna, the Iraqi oil minister proposed that...
OPEC and OPEC+ will meet next week to assess the state of their production restriction agreement and determine whether to extend it to June.The last time the group met, this past June, the result was...
Russia has a new excuse for why it can’t comply with its OPEC+ production quota—condensates. According to Reuters, condensates can be broadly defined as “any type of oil that...
One of the top questions plaguing oil forecasters right now is how much of the commodity the U.S. will produce in 2020. Since the fracking revolution began, U.S. production has climbed every year,...
The OPEC and OPEC+ meetings are a month away, but talk in anticipation of the events is already influencing oil prices. Both Brent and WTI dropped almost 1.5% midday Nov. 6 on news that OPEC...
Oil and gas companies are posting their third quarter earnings this week and next. So far, the results are varied despite dismal market sentiment on demand growth and generally low oil prices.
BP...