RARE PETRO Podcast: Recent Episodes
RARE PETRO Podcast
In this episode we look at volatile price movement, iffy commodity data, and the recent escalation of Middle-Eastern conflict
In this episode we explore the recent price jumps, India's refusal to step away from coal, and the upcoming refinery maintenance.
In this episode we look at quickly improving prices, Lego's commitment to a greener brick, and the industry's frustration with a lack of consistency
Tavis and Scott are back with the biggest stories in the American oil patch for August 2023
In this episode Tavis analyses the price boom, the treacherous environment under Newsom, and Iran drawing the nuclear curtain.
In this episode Tavis we review great price and rig statistics and look at a tumultuous weekend for LNG.
Tavis is back explaining why we have hit 10 month price highs for most crude benchmarks. It is Monday Madness!
In this episode Tavis observers the same old statistics we've come to know and love, and some successes for China and Brazil.
Tavis and Scott are back with the biggest news of July 2023 across major US oil basins.
In this episode Tavis talks about the weekly stats, Canada's hesitance for wind, and China's LNG dreams.
In this episode Tavis talks OPEC's global control, the heat in Hormuz, and how to wrongly justify renewables.
Anthony and Tavis are back in the studio to cover some of the more wild articles from recent months. This episode was recorded on 7-26-23.
Referenced Articles: https://www.reuters.com/world/middle-east/shots-fired-oil-tanker-gulf-maritime-security-bodies-2023-07-05/
https://oilprice.com/Latest-Energy-News/World-News/Baltic-States-To-Decouple-From-Russian-Power-Grid-In-Early-2025.html
https://twitter.com/oldwhitewalker/status/1664996771829891074?s=12&t=FpIIJclRyfTMYQmtz65nEw
https://energiesnet.com/opec-should-be-very-careful-about-boosting-oil-price-iea-warns-bloomberg/
https://twitter.com/tedcross/status/1674044397485281282?s=12&t=FpIIJclRyfTMYQmtz65nEw
https://oilprice.com/Latest-Energy-News/World-News/Small-US-Refiners-To-Sue-EPA-Over-Denial-Of-Biofuel-Waivers.html
https://www.multco.us/multnomah-county/news/multnomah-county-sues-oil-companies-over-2021-heat-dome-disaster
In this episode Tavis talks about a surging commodity price, the demise of Nigerian thieves, and political support for OPEC.
Join Tavis and Scott as they discuss the largest news stories across 8 major US basins.
In this (slightly delayed) episode Tavis brings you good news about WTI prices, FRAC bills, and new nuclear development.
In this episode we talk about 3 month price highs and the future of oil subsidies in Canada.
In this episode we talk about the spike in barrel pricing, the IEA's pessimistic prediction, and Japan's gas demands.
In this episode we talk about a surprise in the rig count, a lack of serious labor, and a growing aggression from the Iranian Navy for tankers.
Scott and Tavis are back with the largest news stories from May through 8 major American basins.
In this episode we get a little patriotic, talk about India's yuan-strapped deals, and some production cuts coming from Russia and Saudi Arabia.
In this episode Tavis covers the improving price of natural gas, mystery oil from Malaysia, and Europe's success in pivoting from Russian gas.
In this episode of Monday Madness we look at routine data, high German OPEX, and the 11th bout of sanctions against Russia.
In this episode we talk about MbS's distaste for the current administration thanks to leaked documents.
We see some strength in commodity prices, but only because Saudi Arabia is turning into a cornered cat. What's going on?
A continually worsening rig count, Scope 3 emission rules sure to make things worse, and the Iranian comeback.
Join Tavis and Scott for another month of the largest news stories in the energy space. It's Basin Breakdown!
A massive shift in rig count sentiment, an acquisition out of left field, and Chinese good deed for the day.
Scott and Tavis are back here to bring you the hottest news in the American oil industry during the month of March.
A plague sweeps through the rig count, the US claims it wants to refill the SPR (again), and Iran raids the Gulf.
Saudi and Russia are looking to saddle up with China, Iran joins in on the labor strikes, and Credit Suisse is starting to sweat.
Anthony and Tavis are finally recording in the same space at the RARE PETRO studio. We hope you enjoy the new hi-res video and same old unfiltered conversations.Referenced Articles:https://www.zerohedge.com/markets/saudi-arabia-joins-shanghai-cooperation-organization-it-embraces-chinahttps://www.reuters.com/business/energy/why-is-opec-cutting-oil-output-2023-04-03/https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799https://oilprice.com/Energy/Energy-General/China-And-Russia-Look-To-Challenge-The-Petrodollar.html
In this episode we look at how the US scrambles to maintain relations & Mr. Wonderful's bright idea.
This episode was released 4-10-23 and discusses how China is continuing to encourage peace in the Middle East, and Exxon's new snack
Welcome back! Anthony and Tavis will spend this episode looking at some big domestic and international energy stories. Prepare yourself for raw thoughts and unfiltered commentary.Resources:France LNG Terminal Strikes: https://oilprice.com/Latest-Energy-News/World-News/Strikes-Shut-Down-French-LNG-Terminals.htmlSaudi Arabia & Iran Revive Ties through China: https://www.msn.com/en-us/news/world/arch-rivals-iran-and-saudi-arabia-agree-to-revive-ties-reopen-embassies-in-china-brokered-deal/ar-AA18skSHAramco: Persistent Underinvestment Will Keep Supplies Tight: https://www.cnbc.com/2023/03/03/oil-supply-future-at-threat-from-underinvestment-aramco-ceo-says-.html?__source=iosappshare%7Ccom.hammerandchisel.discord.ShareManchin and IRA Energy Provisions: https://oilprice.com/Latest-Energy-News/World-News/Senator-Manchin-Threatens-To-Block-Biden-Nominees-Over-IRA-Energy-Provisions.htmlGranholm says China can Teach the US about Climate Goals: https://www.foxnews.com/media/energy-secretary-granholm-claims-us-learn-china-climate-changeCheck us out: www.rarepetro.com
In this episode we focus heavily on the Petrodollar; a brief history and how it is being challenged.
Volatile energy prices, international court conflicts, and expanding protests in Europe.
Tavis and Scott are here to talk about all the biggest monthly basin news for the month of February 2023.
In this episode Tavis talks about the largest rig count build this year and the plague of energy protests.
In this episode Tavis discuss a recently greenlit Biden oil project and France's social unrest stopping LNG imports
Anthony and Tavis are back again with the spiciest news in the energy space. This episode was recorded 2-15-23VISIT OUR WEBSITE: https://rarepetro.com/REFERENCES:https://link.theepochtimes.com/mkt_app/russia-to-cut-oil-production-in-response-to-western-sanctions_5049616.html?utm_campaign=app-cc&utm_source=ref_sharehttps://oilprice.com/Latest-Energy-News/World-News/Natural-Gas-Futures-Contracts-Suggest-Europes-Energy-Crisis-Isnt-Over.htmlhttps://seymourhersh.substack.com/p/how-america-took-out-the-nord-streamhttps://abcnews.go.com/US/charges-dismissed-newsnation-reporter-evan-lambert-arrested-ohio/story?id=97222327https://oilprice.com/Latest-Energy-News/World-News/US-To-Sell-Another-26-Million-Barrels-Of-Oil-From-The-SPR.html
In this episode Tavis discusses tantalizing commodity details and how the world of seaborne trade is changing.
Tavis talks about the resurgence in natural gas commodity pricing, a dicey Pemex situation, and Russia's determination to make the most out of a barrel.
In this episode we talk about rigs at a plateau, IEA predictions, and Cruz's solution to LNG export.
This week Tavis discusses a hopeful outlook for commodity prices and Europe's stubborn attitude surrounding energy independence and handouts.
In this episode Tavis covers a significant rig decrease, how to skirt EU sanctions, and Russia's blooming friendship with India.
Tavis and RARE PETRO's newest cohost, Scott McNear, talk about the largest stories from basins across the US to wrap up 2022.
In this episode we take a look at how OPEC is prepping for February 1st and how India plans to use more coal in the coming years.
Anthony and Tavis are back to discuss some of the wildest stories within the world of energy. The discussion is active and the takes are unorthodox. Welcome back!References:https://www.reuters.com/business/energy/us-house-passes-bill-banning-exports-reserve-oil-china-2023-01-12/https://link.theepochtimes.com/mkt_app/dogma-trumps-democracy-for-americas-climate-change-advocates_4979339.htmlhttps://oilprice.com/Latest-Energy-News/World-News/Russia-Remains-Top-Seaborne-Oil-Supplier-To-Europe-Despite-Sanctions.htmlhttps://oilprice.com/Energy/Energy-General/IEA-Sees-Global-Oil-Demand-Hitting-A-Record-High-In-2023.htmlhttps://oilprice.com/Energy/Energy-General/Saudi-Arabia-Is-Open-To-Discuss-Non-Dollar-Oil-Trade-Settlements.htmlMusic: https://www.bensound.com/royalty-free-music
In this episode we look at what happens when you choose to conserve rather than secure resources.
India has boosted the amount of Russian oil it has imported 33 times and American politicians pull their heads out of their... your know where.
The China special of the RARE PETRO podcast. Petrodollar vs petroyuan and Chinese demand for a whole lot of crude.
Basin Breakdown is BACK. Join Tavis and Kevin for the latest episode covering all of the news for November.
A quickly recovering barrel price, a county making a decision based on the wellness of its people, and Europe's refusal to acknowledge the truth.
A surprise build, a foolishly implemented price cap, and the foundation of a full blown war.
China reopens its borders, coal eager to save the day, and a whole lot more of updates that are long overdue!
Steady or exploding stats, a distraction through war that could decrease supply, and an African country floundering to effectively use coal.
A break in the rig curse, a foreboding future of bills, and reinvigorated interest in the North Sea.
A mysterious surge in commodity value, a social protest threatening energy, and a decision from OPEC to bolster prices.
Time to hit the ground running in Q4! This week we've got a big story regarding sabotage on Europe's most important infrastructure.
Tavis and Kevin are back for another remote recording covering the biggest news in the US oilfield for the month of August.
Commodity prices cool off, disagreements between OPEC & the UN, and a bank that refuses to throw hydrocarbons off the balance sheet.
Germany steals a starved refinery, Biden administration plays SPR catchup, and Iran eyeing a big old piece of the black market pie.
A rebound in prices, a rough week for the inventory report, and an energy secretary who makes bad news look pretty.
An abysmal week for the rig count, the G-7s newest attempt at kidding themselves, and an untimely illness of falling out a window.
The first rig build in weeks, a regional scarcity, and a well-dressed threat from the Prince himself.
Oil and gas news from the biggest players and baddest fields in the United States for July of 2022.
Nonexistent long positions, reaching under the table to secure more oil, and the beginning of the end of the Nord Stream.
Pushback on conservation efforts, increased price of energy for Asian buyers, and Russia's leverage over Turkey.
Tumbling commodities, growing trends of resource nationalization, and Germany's decision to embrace emissions.
Anthony and Tavis discuss a record-setting spread, the foolishness of the Permian crackdown, and the possibility of 0 frac growth for 2022.
References: https://www.rigzone.com/news/wire/opec_will_struggle_to_balance_supply_and_demand_in_2023-18-jul-2022-169669-article/
https://oilprice.com/Latest-Energy-News/World-News/Brent-WTI-Spread-Widens-To-Over-8-As-US-Gasoline-Demand-Slows.html
https://oilprice.com/Geopolitics/International/Uncertainty-Over-Russian-Gas-Supply-Threatens-EU-Cohesion.html
https://www.msn.com/en-ca/news/canada/province-blasts-feds-over-target-for-fertilizer-emissions/ar-AAZSGTN
https://oilprice.com/Energy/Energy-General/Halliburton-Warns-Significant-Frack-Growth-May-Be-Impossible-This-Year.html
https://www.worldoil.com/news/2022/7/21/biden-crackdown-on-permian-pollution-to-curb-crude-output-industry-warns/
A spread for the record books, diminished gas deliveries, and Trudeau's inability to recognize the pattern.
Anthony and Tavis discuss some violent news, a looming copper shortage, and the energy policy environment in the states. It's a Wacky World!
Don't forget to check out our featured article: https://rarepetro.com/dr-copper-an-oil-price-indicator/
References: https://oilprice.com/Energy/Crude-Oil/Saudi-Arabia-Reveals-Oil-Production-Capacity-Limits.html
https://www.rigzone.com/news/ships_seized_in_mariupol-13-jul-2022-169626-article/
https://www.cnbc.com/2022/07/14/copper-is-key-to-electric-vehicles-wind-and-solar-power-were-short-supply.html?__source=iosappshare%7Ccom.hammerandchisel.discord.Share
https://oilprice.com/Energy/Energy-General/Armed-Guards-Raid-Libyan-National-Oil-Company-As-Political-Shakeup-Escalates.html
https://oilprice.com/Latest-Energy-News/World-News/Militias-Armed-And-Ready-As-Libyas-New-NOC-Lifts-Oil-Blockade.html
https://oilprice.com/Energy/Crude-Oil/Biden-Fails-To-Secure-Firm-Pledge-From-Saudis-For-Oil-Production-Boost.html
https://www.huffpost.com/entry/gas-price-joe-biden-energy-coordinator_n_62d52eb9e4b092a3f6be3dfe?ref=upstract.com&curator=upstract.com
https://oilprice.com/Latest-Energy-News/World-News/Bidens-Energy-And-Climate-Bill-Could-Be-Dead-In-The-Water.html
Kevin and Tavis are back with the biggest news across some of the largest basins in the United States. It's time to break it down.
Mysterious rig builds, Germany soothing fears over surge in coal use, and China choking out their fuel exports. It's Monday Madness!
Anthony and Tavis discuss how the energy transition is going the wrong way and how pipeline maintenance holds potential for big disruption in Europe.
References: https://oilprice.com/Latest-Energy-News/World-News/Gazprom-Suspends-Nord-Stream-Gas-Flows-For-Scheduled-Maintenance.html
https://oilprice.com/Latest-Energy-News/World-News/French-Industry-Switches-Oil-Gas-Amid-Uncertainty-Over-Russian-Supply.html
https://oilprice.com/Latest-Energy-News/World-News/Putin-Predicts-Catastrophic-Consequences-For-The-Global-Energy-Market.html
https://oilprice.com/Latest-Energy-News/World-News/Canada-Agrees-To-Return-Russian-Turbine-Despite-New-Sanctions.html
https://www.hartenergy.com/exclusives/whiting-oasis-petroleum-become-chord-energy-merger-closes-200966
https://www.msn.com/en-us/money/markets/energy-expert-sounds-alarm-on-biden-selling-oil-to-china-worthy-of-congressional-investigation/ar-AAZsl7D
https://oilprice.com/Latest-Energy-News/World-News/Gasoline-Prices-See-The-Largest-Drop-In-Nearly-15-Years.html
https://www.reuters.com/business/energy/texas-grid-operator-asks-users-conserve-energy-amid-scorching-heat-2022-07-11/
News. Statistics. Interpretation. The Monday Madness podcast delivers objective information in a concise format. Listen to the latest episode now.
Join Tavis and Anthony as they soothe your recession fears and reflect on a large decision from the supreme court.
References:
https://oilprice.com/Energy/Energy-General/WTI-Drops-Below-100-For-The-First-Time-Since-April.html
https://www.cnbc.com/2022/07/05/germany-fears-russian-gas-flows-could-be-about-to-stop-for-good.html?__source=iosappshare%7Ccom.hammerandchisel.discord.Share
https://www.linkedin.com/posts/sheridandoug_energy-energytransition-epa-activity-6948609935312117760-4rpJ?utm_source=linkedin_share&utm_medium=ios_app
https://www.linkedin.com/posts/energy-strong-usa_supreme-court-curbs-epas-power-to-limit-activity-6948277104799084544-QJxu?utm_source=linkedin_share&utm_medium=ios_app
https://oilprice.com/Energy/Crude-Oil/The-G7-Has-Paved-The-Way-For-Increased-Oil-And-Gas-Spending.html
https://oilprice.com/Energy/Crude-Oil/China-Is-Taking-Advantage-Of-Western-Sanctions-On-Russia.html
Join Tavis for the wildest statistics, analysis of Russian escalation, and admiration of Australia's energy policies.
Tavis and Kevin are back with the latest and greatest stories from the largest basins in the US.
Anthony and Tavis are back talking about ineffective measures of controlling commodity prices, the environmentalist rejection of domestic production, and much much more. All references are listed below.
References: https://oilprice.com/Energy/Crude-Oil/G7s-Oil-Price-Cap-For-Russia-Easier-Said-Than-Done.html
https://oilprice.com/Geopolitics/International/Russia-Defaults-On-Foreign-Debt-For-The-First-Time-In-104-Years.html
https://www.cnbc.com/2022/06/16/environmental-groups-sue-biden-to-block-oil-and-gas-drilling-permits.html
https://www.bloomberg.com/news/articles/2022-06-24/us-poised-to-escalate-claim-that-mexico-violated-free-trade-pact?cmpid=BBD062422_OUS&utm_medium=email&utm_source=newsletter&utm_term=220624&utm_campaign=openamericas
https://www.yahoo.com/news/biden-calls-chevon-ceo-mildly-210244204.html
https://www.chevron.com/newsroom/2022/q2/a-letter-to-president-biden-from-chevron-ceo-mike-wirth?utm_source=linkedin&utm_medium=social&utm_campaign=corporate
https://www.reuters.com/business/energy/which-us-refineries-have-shut-since-global-pandemic-why-2022-06-17/
Anthony and Tavis talk about big stories including Exxon's response to the president, the bright idea of returning to coal, and Russia's continually decreasing gas deliveries.
References: https://www.businesswire.com/news/home/20220615006025/en/ExxonMobil-statement-regarding-President-Biden-Letter-to-Oil-Industry
https://www.linkedin.com/posts/sheridandoug_petroleum-gasoline-greenflation-activity-6942995905268649984-AiUu?utm_source=linkedin_share&utm_medium=ios_app
https://oilprice.com/Energy/Energy-General/Germany-Turns-To-Coal-Power-Amid-Natural-Gas-Crisis.html
https://oilprice.com/Energy/Energy-General/Russia-Overtakes-Saudi-Arabia-As-Chinas-Top-Oil-Supplier.html
https://oilprice.com/Latest-Energy-News/World-News/Ukraine-Hits-Oil-Gas-Drilling-Platforms-Off-Crimea-Russia-Says.html
https://oilprice.com/Energy/Natural-Gas/Russias-Gas-Deliveries-To-Europe-Plunge-Further.html
Anthony and Tavis talk about the wackiest stories in energy from Ukraine's refusal to deliver energy resources to China's hoarding of rare earth metals. The internet connection was a little spotty on this recording, but the information is still worth its weight in gold!
References: https://oilprice-com.cdn.ampproject.org/c/s/oilprice.com/Latest-Energy-News/World-News/Ukraine-To-Halt-Coal-Oil-Gas-Exports-Ahead-Of-Critical-Winter.amp.html
https://oilprice.com/Latest-Energy-News/World-News/Germany-Could-Spend-10-Billion-To-Bail-Out-Expropriated-Ex-Gazprom-Unit.html
https://oilprice.com/Energy/Crude-Oil/India-And-China-Take-In-Russian-Oil-Unwanted-In-The-West.html
https://www.forbes.com/sites/rrapier/2022/06/11/exxon-made-more-money-than-god---but-far-less-than-apple/?sh=4ebab64836ed
https://www.cnbc.com/2022/06/09/biden-announces-standards-for-electric-vehicle-charging-stations.html
https://www.mining.com/as-demand-for-rare-earths-rises-worlds-biggest-producer-might-stop-exporting-them-says-analyst/
A bumbling UK energy idea, back to 0 for Libya, and potential for decreased demand (thanks COVID).
Anthony and Tavis talk about hairbrained cartels, how Russia is doing exceptionally well getting oil to market, and why the new ethanol regulations will push gasoline prices even higher.
References: https://oilprice-com.cdn.ampproject.org/c/s/oilprice.com/Energy/Energy-General/A-Radical-Plan-To-Halt-The-Oil-Price-Rally.amp.html
https://oilprice.com/Energy/Crude-Oil/Russia-Sends-Record-Volumes-Of-Oil-To-India-China.html
https://oilprice-com.cdn.ampproject.org/c/s/oilprice.com/Latest-Energy-News/World-News/Russian-Oil-Sells-At-Huge-Discounts.amp.html
https://oilprice-com.cdn.ampproject.org/c/s/oilprice.com/Energy/Energy-General/How-Russia-Has-Remained-One-Step-Ahead-Of-Western-Sanctions.amp.html
https://oilprice.com/Energy/Energy-General/Biden-Administration-Seeks-Restart-Of-Idled-Oil-Refineries.html
https://oilprice.com/Energy/Energy-General/What-Do-Bidens-New-Ethanol-Mandates-Mean-For-You.html
Looking the other way as illegal oil flows in, Libya's grand reopening, and EPA standards that may raise the cost of gasoline.
A rare negative rig count, an actual plan from the Biden administration, and the EU's wet noodle of a banning mechanism.
Anthony and Tavis delve into topics revolving around tight supplies, foolish regulations, and blossoming alliances.
References: https://oilprice.com/Energy/Energy-General/Biden-Could-Tap-Diesel-Reserve-In-A-Bid-To-Ease-Fuel-Crunch.html
https://www.rigzone.com/news/doi_provides_offshore_leasing_program_update-23-may-2022-169083-article/
https://www.reuters.com/business/energy/russia-wants-set-up-joint-oil-gas-refineries-with-brics-countries-minister-2022-05-23/
https://oilprice.com/Energy/Energy-General/Geopolitics-Takes-A-Back-Seat-As-Biden-Drops-Sanctions-On-Venezuela.html
https://www.washingtontimes.com/news/2022/may/19/house-democrats-narrowly-pass-gas-price-gouging-bi/
https://oilprice.com/Latest-Energy-News/World-News/Banks-Rush-To-Assure-Texas-They-Like-Oil-And-Gas.html
https://www.statista.com/statistics/812886/net-production-of-crude-oil-and-natural-gas-liquids-chevron/
Tavis and Kevin are back covering the hardest hitting headlines across the US oil patch for April 2022.
Unstable commodity prices, wild claims from the IEA, and Poland's defiance against Gazprom
Anthony and Tavis are looking at some of the bigger issues in supply and demand.
References: https://www.axios.com/2022/05/12/biden-cancels-offshore-oil-lease-sales-gulf-alaska
https://oilprice.com/Energy/Crude-Oil/OPEC-Misses-Production-Target-By-Whopping-27-Million-Bpd.html
https://oilprice.com/Energy/Crude-Oil/Chinas-Oil-Demand-May-Rebound-If-Shanghai-Reopens-In-June.html
https://www.yahoo.com/now/texans-urged-conserve-energy-heatwave-030402462.html
https://oilprice.com/Latest-Energy-News/World-News/California-To-Spend-52-Billion-On-Electricity-Reserve-To-Avoid-Blackouts.html
Anthony and Tavis are taking a half hour to read between the headlines of the biggest stories in energy.
References:
https://oilprice.com/Energy/Crude-Oil/NOPEC-Americas-Last-Stand-Against-OPECs-Drift-To-The-East.html
https://www-businessinsider-com.cdn.ampproject.org/c/s/www.businessinsider.com/white-house-stops-asking-saudi-arabia-pump-more-oil-russia-report-2022-4?amp
https://oilprice.com/Energy/Oil-Prices/Oil-Prices-Top-111-As-Bidens-SPR-Buyback-Plan-Leaks.html
https://oilprice.com/Energy/Crude-Oil/Russia-Boosts-Crude-Sales-To-Indias-Top-Refiner.html
https://oilprice.com/Energy/Coal/China-Calls-Out-US-Dollar-Dominance-As-It-Buys-Russian-Coal-With-Yuan.html
https://www.linkedin.com/posts/energy-strong-usa_solar-energy-projects-are-grinding-to-a-halt-activity-6929069051600154624--BD6?utm_source=linkedin_share&utm_medium=ios_app
https://oilprice.com/Latest-Energy-News/World-News/US-Grid-Operators-Are-Bracing-For-A-Wave-Of-Blackouts.html
A look at the puny roster of folks who can step in for Russian supply... are we doomed?
Anthony and Tavis are breaking down the nuttiest stories and exploring Russia's possible motives.
https://seekingalpha.com/article/4503831-the-golden-age-of-oil-and-gas-producers
https://oilprice.com/Latest-Energy-News/World-News/API-Opposed-To-US-Bill-Allowing-Antitrust-Lawsuits-Against-OPEC.html
https://oilprice.com/Latest-Energy-News/World-News/European-Requests-For-Russian-Gas-Hit-5-Month-High.html
https://oilprice.com/Energy/Crude-Oil/Buffett-Is-Betting-Big-On-Oil-And-Gas-Stocks.html
https://link.theepochtimes.com/mkt_app/russia-planning-to-annex-parts-of-eastern-ukraine-in-mid-may-us-official_4442356.html?utm_campaign=app-cc&utm_source=ref_share
Crazy commodities, Russia maintaining the energy high ground, and a bottleneck of gas in the US.
Join Anthony and Tavis for an episode covering how the EU is bending the knee to Moscow while the world lives in a delusional energy fantasy.
https://www.theepochtimes.com/mkt_app/eu-may-allow-gas-payments-under-new-russian-ruble-exchange-decree-without-breaching-sanctions_4421301.html
https://finance.yahoo.com/m/f7bc83d8-9623-388d-811c-f81f6b1b0b48/these-top-european-energy.html?.tsrc=fin-srch
https://www.aljazeera.com/economy/2022/4/27/eu-warns-companies-not-to-buy-russian-gas-in-rubles
Anthony and Tavis talk about failed sanctions, Russia's energy, and the Biden administration's new federal leasing.
References:
https://oilprice-com.cdn.ampproject.org/c/s/oilprice.com/Latest-Energy-News/World-News/Chinas-Offshore-Oil-Giant-Exits-Western-Markets-Over-Sanction-Fears.amp.html
https://www.theepochtimes.com/mkt_app/russian-deputy-pm-says-several-buyers-agree-to-pay-in-rubles-for-russian-gas_4406559.html
https://oilprice.com/Energy/Energy-General/EU-Begins-Drafting-Embargo-On-Russian-Oil.html
https://www.visualcapitalist.com/mapped-u-s-oil-production-by-state/
https://ballotpedia.org/Federal_land_ownership_by_state
The Biden Administration realized the error of its ways, Pakistan is in darkness, and Russia's energy hostage.
Tavis and Anthony talk about Russia's strategies for strengthening the ruble and their emerging relationship with India.
References: https://edition.cnn.com/2022/04/11/investing/russia-default-sp/index.html
https://bullionexchanges.com/blog/russia-pegs-ruble-to-gold-what-does-that-mean-to-the-world-order/
https://oilprice.com/Energy/Crude-Oil/Russian-Oil-Continues-To-Flow-To-India-And-China.html
Join Anthony and Tavis for discussion over Russian currency, the SPR release, and friendly discounts.
References: https://www.usnews.com/news/business/articles/2022-03-31/italy-russia-wont-seek-payment-in-rubles-for-natural-gas
https://www.marketwatch.com/story/biden-decision-to-tap-oil-reserves-like-duct-tape-on-leaking-ship-analyst-says-11648747497
https://www.business-standard.com/article/international/saudi-arabia-raises-oil-prices-for-buyers-in-asia-united-states-121120500976_1.html
Tavis and Anthony update you on the Houthi situation and talk about other hard hitting energy news.
References: https://www.barrons.com/news/iran-says-huthi-ceasefire-plan-can-help-end-yemen-war-01648546507
https://www.pbs.org/newshour/world/russia-demands-natural-gas-payments-in-rubles-leaves-a-loophole
https://oilprice.com/Latest-Energy-News/World-News/Unsold-Oil-Forces-Russian-Operator-To-Cap-Pipeline-Flows.html
Record reserve release, OPEC enjoying high prices, and Germany finds itself in too deep.
Anthony and Tavis read between the lines of some of the larger stories of the week. Recorded 3/23/22.
Referenced Articles: https://oilprice.com/Latest-Energy-News/World-News/Houthi-Rebels-Target-Saudi-Energy-Infrastructure-Again.html
https://www.reuters.com/world/middle-east/russia-says-it-has-written-guarantees-iran-nuclear-deal-2022-03-15/
https://oilprice.com/Latest-Energy-News/World-News/Greater-Sanctions-On-Russia-Could-Cripple-Europes-Largest-Economy.html
https://www.politico.com/news/2021/09/11/missile-defense-saudi-arabia-511320
Investing in the future of gas, an intimidating currency, and the decline of the petrodollar.
Join Tavis and Kevin for an in person recording of the biggest news and stories for the month of February
High energy prices are forcing everyone to reconsider what they thought they knew about the energy transition.
Conflict in Eastern Europe escalates to invasion, fears of energy scarcity, and China stockpiling valuable commodities.
Make it or break it point for WTI, a hyperactive rig report, and Russia's commitment to its Chinese ally.
A big futures loser, the worsening energy crisis, and OPEC's inability to increase production.
A stellar week for statistics, cryptic riddles from the EIA, and Russia playing mind games.
WTI takes the lead, orphaned wells are begging for more, and China tightens the leash on gasoline.
Join Tavis and Kevin as they discuss the biggest energy news in major US basins for the month of November.
Backwards flowing pipelines, the first to fall, and a breath of fresh air for Colorado operators.
Disappearing DUCs, the UK wants shell back, and the Biden administration suspends international support.
The downward (pricing) spiral, secret support for leasing, and the developed world's energy crisis.
Cary is an award-winning global talent and change leadership consultant, with prior experience in the energy, technology, and manufacturing industries. He is a sought-after speaker with over 30 years of leadership in talent acquisition and executive coaching. He is currently the CEO of Stockdell Stringer Leadership Solutions, whose clientele can be described as "progressive thought leaders who wish to increase the capabilities of their leadership teams."
Learn more about Cary's services here: https://www.stockdellstringer.com/
Find more content on our website: https://rarepetro.com/
Failure to meet the quota, high prices, border skirmishes, and Shell's decision to leave
A fresh opportunity for students, California's harmful wokeness, and Saudi's goal to be green
A remote recording between Kevin and Tavis covering all of the biggest news for energy during the month of September 2021.
Oil amusement parks, pleas from the presidential administration, and the beginning of the end of California.
Commodity records, first new wells in 9 months, and the "bright" ideas of international government
Shell divesting almost $10B in Permian, solar going through the roof rather than on, and high production costs in Europe.
Join your host Tavis as he talks about Chevron's refusal to conform, and the new height requirements to ride into the UN's annual climate conference.
Join your host Tavis as he talks about high natural gas prices, why the UK is going bankrupt, and the future of crypto in Texas.
Join your host Tavis this Tuesday for a post-Labor Day episode analyzing the damage in Louisiana, rising California gas prices, and blooming friendships between Russia and China.
Sam Gibbs revolutionized the way rod pumping would be managed dozens of times over. As a brilliant engineer, mathematician, and disciplined man he worked passionately to change the trajectory of rod pump technology for generations.
References: https://petroleummuseum.org/dr-sam-gibbs-midland-tx/
https://www.legacy.com/us/obituaries/mrt/name/sam-gibbs-obituary?pid=191614953
https://youtu.be/1ndcYVoG7WQ
https://ethw.org/Oral-History:Sam_Gibbs
https://www.mrt.com/business/oil/article/Sam-Gibbs-is-still-working-with-technology-10591684.php
https://onepetro.org/SJ/article-abstract/14/01/112/191739/Modeling-a-Finite-Length-Sucker-Rod-Using-the-Semi?redirectedFrom=fulltext
Sucker rod pumping short course - https://www.downholediagnostic.com/resources
Visit our Website: www.rarepetro.com
Join your host Tavis Kilian as he talks about the implications of Ida, the "GOLDEN CROSS", and an update to the retroactive biofuel mandate.
Join your host Tavis as he visits all the usual statistics and talks about a new Pemex fire along with the future of ethanol fuel blends.
Join your hosts Tavis and Kevin as they discuss the hottest news in oil and gas across the country!
In this episode your host Tavis gets you all caught up on the presidential administration's inconsistent energy strategies.
Join your episode Tavis as he talks about mediocre statistics, Iran's growing number of enemies, and rural co-op issues.
Join your host Tavis Kilian as he talks about impoverished refiners, a seaside attack, and the future of pipelines.
If you've ever read the news you've surely seen the controversy surrounding our industrial circulatory system: pipelines. When was the first pipeline built? Are pipelines safe? Is there a better transportation method than pipelines? Find out in this episode Hydrocarbon History!
Join your host Tavis as he speaks about the DoI's delay, Shell's refusal to accept the court's decision, and the impending Mexican energy crisis.
Join your hosts Tavis and Kevin as they talk about emerging tech, hot news, and big mergers across 8 major US basins!
Join your host Tavis as he soothes your worries about WTI price, talks OPEC's newest agreement, and discusses why oil may become more scarce (and expensive)!
David MacNeill is a founder and the President and CEO of Wellbore Integrity Solutions. He has more than 29 years of professional experience in the oil and gas industry. Prior to founding WIS, David served as President and CEO of Logan International. He has also served as COO for a private equity-backed R&D company in Houston, Vice President for NOV Downhole and EHO director for Grant Prideco InteliServ, and has held many leadership positions in several different countries for Schlumberger.
Learn more about WIS: https://www.wellboreintegrity.com/
Connect with David Professionally: https://www.linkedin.com/in/david-macneill-1a903616/
Learn more about markets, tech, and current events on our website: https://rarepetro.com/
In this week's episode your host Tavis walks you through last week's price swings, an update to the ocean fire, and Canada's struggle to be green.
Join your host Tavis as he discusses revealing statistics, Mexican disasters, and the future of oil investment.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight the record-toppling, early-season heat waves well into the triple digits that have spread across the western portion of the United States straining electricity grids as a severe drought constricts hydroelectric power generation. As the summer months continue, electricity security is beginning to bear its ugly face yet again as states like California and Texas brace for a difficult season.
Scientists, philosophers, and engineers have been predicting the eventual peak of oil production for decades, but each estimate has been incorrect. Was 2019 the year of peak oil? What are factors contributing to a decline in production? What are the newest estimates for peak oil? All of this and more in the first episode of an educational series from RARE PETRO
Visit our website: https://rarepetro.com/
References: https://www.forbes.com/sites/michaellynch/2020/12/04/peak-oil-demand-lessons-from-the-peak-oil-supply-debate/?sh=b0774da45739
https://www.investopedia.com/terms/h/hubbert-peak-theory.asp#:~:text=What%20is%20Hubbert's%20Peak%20Theory,a%20roughly%20bell%2Dshaped%20curve
https://www.youtube.com/watch?v=ImV1voi41YY
https://www.youtube.com/watch?v=6yJeZOC5BtQ
https://www.sciencedirect.com/science/article/pii/S2214629618303207
https://www.bloomberg.com/graphics/2020-peak-oil-era-is-suddenly-upon-us/
https://oilprice.com/Energy/Energy-General/The-True-Cost-Of-The-Global-Energy-Transition.html
In this episode of Monday Madness your host Tavis talks about high WTI prices, new super-deep discoveries in China, and ERCOT precarious situation.
How does Oasis Petroleum's balance sheet stand up to its competitors, along with its past couple quarters of performance? Find out through this short podcast!
Chevron Episode: https://www.youtube.com/watch?v=waf50F0wYXA
Written Periodical: https://rarepetro.com/energy-market-report-card-oasis-petroleum-oas/
Disclaimer: RARE PETRO Engineering and the author(s) of this article are not financial planners/advisors, attorneys, accountants, or certified financial analysts. The information in this post is from the personal research and experience of the author to be used for illustrative, educational, and entertainment purposes only and does not constitute financial, accounting, or legal advice. It is not a guarantee or a specific offer of products or services and shall not be understood or construed as financial advice. Past performance is not a guarantee of future return, nor is it an indicator of future performance.
Please be aware that investing involves risk. Information provided in this article is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. It is also not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. RARE PETRO accepts no liability whatsoever for any loss or damage you may incur.
Join your host Tavis this week as he talks about strong pricing, international energy shortages, and a Judge's refusal to acknowledge the Feds.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight how the oil and gas industry has been forced to re-calibrate in response to shifting market conditions with capital discipline taking center stage. As the year progresses, consolidation through this price cycle seems to be the driving force of 2021 as companies push to boost margins, cut emissions, and prepare for the energy transition.
Join your host Tavis as he goes through the biggest statistics and plenty of news around the North Sea!
Join your host Tavis Kilian as he looks at the most important statistics, Civitas' dash for dominance, and big money bets on oil.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that China’s annual emissions in 2019 exceeded those of all developed countries combined. While their per-capita demand is still lower than the average of other OECD countries, China has been trending in the wrong direction in terms of emissions growth and with emissions continuing to grow while the rest of the world commits to reductions, China appears to be focused on its own economic recovery over meeting global climate goals.
Happy Memorial Day! Join your host Tavis as he touches on all the most important statistics, a week of activism, and the future of OPEC!
Is oil valuable? Depends on who you ask! Some argue it only became valuable when we learned how to use it. Join your host Tavis Kilian as he explores the birth of the modern oil and gas industry!
Visit our Website: www.rarepetro.com
References: https://www.croftsystems.net/oil-gas-blog/how-was-oil-formed/#:~:text=Oil%20is%20a%20fossil%20fuel,layers%20of%20sand%20and%20mud.
http://www.geologyin.com/2015/09/how-to-identify-transgression-and.html#:~:text=Transgression%20occurs%20when%20the%20ocean,starts%20sinking%20into%20the%20sea.&text=A%20Marine%20Transgression%20is%20a,higher%20ground%2C%20resulting%20in%20flooding.
https://www.enopetroleum.com/oildiscoveries.html
https://www.thirteen.org/wnet/extremeoil/history/prehistory.html#:~:text=In%20North%20America%2C%20Native%20Americans,up%20to%20the%20present%20day.
https://oceanservice.noaa.gov/facts/oilseep.html
https://www.nationalfuel.com/seneca-resources-company/the-history-of-seneca-resources/
https://www.youtube.com/watch?v=FANI9dGfjlQ
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the first-quarter losses of Domestic E&P Companies as a direct result of hedging programs that erred on the side of caution that now leave many hemorrhaging.
How does Chevron's balance sheet stand up to its competitors, along with its past couple years of performance? Find out through this short podcast!
Disclaimer: RARE PETRO Engineering and the author(s) of this article are not financial planners/advisors, attorneys, accountants, or certified financial analysts. The information in this post is from the personal research and experience of the author to be used for illustrative, educational, and entertainment purposes only and does not constitute financial, accounting, or legal advice. It is not a guarantee or a specific offer of products or services and shall not be understood or construed as financial advice. Past performance is not a guarantee of future return, nor is it an indicator of future performance.
Please be aware that investing involves risk. Information provided in this article is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. It is also not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation. The information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. RARE PETRO accepts no liability whatsoever for any loss or damage you may incur.
Join your hosts Tavis and Niels as they cover the most impactful news in oil and gas for the month of April!
Join your host Tavis this week as he talks about what is pushing oil prices up, Xcel's plan for clean energy, and Louisiana's plan to do better.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis unpack the announcements made during President Joe Biden’s two-day virtual Earth Day summit that saw world leaders advocating commitments to cut greenhouse gas emissions and join in the global fight against climate change.
In this episode of Monday Madness your host Tavis talks about the biggest oil and gas statistics, recent cyber attacks on American Infrastructure, and the start of merger season!
This episode explores how our food networks have been enabled by the utilization of oil and gas. After all, food doesn't come from the back of the grocery store, or from the trunk of the delivery guy's car.
References https://www.npr.org/sections/thesalt/2016/07/15/485722228/where-did-agriculture-begin-oh-boy-its-complicated#:~:text=Sometime%20around%2012%2C000%20years%20ago,like%20goats%20and%20wild%20oxen.
https://www.pnas.org/content/115/6/1137#:~:text=Based%20on%20their%20model%20using,order%20of%20%E2%88%BC10%20million.
http://www.foodsystemprimer.org/food-distribution/
https://www.resilience.org/stories/2005-04-01/why-our-food-so-dependent-oil/
https://lib.dr.iastate.edu/cgi/viewcontent.cgi?article=1002&context=leopold_pubspapers
https://www.choicesmagazine.org/magazine/article.php?article=114
https://www.ers.usda.gov/topics/food-nutrition-assistance/food-security-in-the-us/history-background/
http://www.fao.org/fileadmin/templates/ERP/uni/F4D.pdf
Join your host Tavis this week as he discusses bullish price outlooks, a growingly gassy China, and EV remorse.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis dive into California Senate Bill 467 that was intended to bring an end to oil and gas development in the Golden State but failed to advance in the state legislature. Now to keep up with his promise to move away from fossil fuels and combat climate change, California Governor Gavin Newsom has tasked state agencies to develop a plan to phase out oil and gas extraction by mid-century.
Debra is the President and CEO of Elementale Enterprises, a company centered on providing sustainable process solutions to help customers reduce costs and waste. She has bachelor’s degrees in chemical and electrical engineering, a MBA from Keller Graduate School of Management, and over 30 years of experience using instrumentation to optimize manufacturing processes.
Learn more about Elementale: https://www.elementale-ent.com/
Connect with Debra professionally: https://www.linkedin.com/in/debra-hall-4584344/
Visit our website for news, data, and learning materials: https://rarepetro.com/
In this episode of Monday Madness your host Tavis touches on the biggest statistics, breaks down California's ban, explores conflict, and reviews the many fallen lease sales.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis dive into President Joe Biden's recently unveiled tax plan to accompany his $2 trillion infrastructure proposal that takes direct aim at fossil fuel subsidies in favor of clean energy incentives. While the plan outlines several clean energy credits, including a 10-year extension of wind, solar, and battery tax credits, it does not specify which fossil fuel subsidies could face the chopping block.
Join your host Tavis Kilian as he talks about California's pointless legislation, the accident in the GOM, and China's massive import spree along with some incredibly important statistics!
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis give an update to our Post-COVID global demand outlook projections. Now that global vaccination rollouts are in full force while a travel bug appears to be sweeping across the planet, how accurate were these previous expectations and what does the remainder of the year look like for global oil demand?
Join Tavis Kilian and Niels Snow for the biggest news across the Major American oil and gas basins for the month of March.
In this episode your host Tavis discusses the implications of a carbon tax, rebel skirmishes, and California's kill shot for the energy industry.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the folly of corn-based ethanol gasoline. Historically, scientists viewed biofuels as inherently carbon-neutral but new studies performed over the past decade suggest that once all the emissions associated with growing feedstock crops and manufacturing biofuel are factored in, biofuels actually increase carbon dioxide emissions rather than reduce them.
This episode explores the historical significance of one of the most beloved energy sources of all time: Whales. Where do whales fit in to the history of energy, and what exactly is their relationship to oil and gas? Find out in this episode of Hydrocarbon History from RARE PETRO with host Tavis Kilian!
Visit our website: https://rarepetro.com/ Old whaling documentary: https://www.youtube.com/watch?v=QCoTQl1vKng&ab_channel=A%2FVGeeks
References: https://www.weforum.org/agenda/2019/10/whales-endangered-species-conservation-whaling/
https://fee.org/articles/how-capitalism-saved-the-whales/
https://www.nationalgeographic.org/article/big-fish-history-whaling/
https://www.whalingmuseum.org/learn/research-topics/overview-of-north-american-whaling/american-whaling#:~:text=Colonial%20Whaling%20Begins&text=By%201672%20the%20colonists%20and,coast%20from%20small%20sailing%20vessels.
In this episode of Monday Madness your host Tavis discusses the implications of infrastructure, locational price fixation, and climate change in the courts.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis conclude the series investigating how oil and gas producing states are attempting to fight Biden’s actions on fossil fuel development in the United States. To finalize this series, we will be taking it up north to the Bakken States of North and South Dakota to see what kind of ammunition they are using to fight federal regulations.
In this episode your host Tavis talks about a new futures contract, Venezuela's attempt to trade crude for COVID vaccines, and the corporate world's lack of funding for the environement.
Energy use is not equivalent to environmental damage! In this episode Tavis talks about the history of London's notoriously bad air, and how improvements were made using hydrocarbons.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss recent environmental, social, and corporate governance policies that energy companies worldwide have released in recent months and more specifically, their plans to implement carbon capture utilization and storage techniques in order to lower their carbon footprint and fight climate change.
Welcome to Hydrocarbon History! In this series we explore the past of oil and gas to see what we might learn from the mistakes and successes of others. In this episode we look at how the Dominican Republic developed their electrical grid in contrast to Haiti. If there is something else you would like us to cover, please let us know in the comments below!
Our Website: https://rarepetro.com/
Google Maps/Earth Views: https://earth.google.com/web/@18.82224171,-71.18482699,346.39571314a,782644.78694916d,35y,-0.00000086h,6.07435055t,0r/data=CiQSIhIgMGY3ZTJkYzdlOGExMTFlNjk5MGQ2ZjgxOGQ2OWE2ZTc https://www.google.com/maps/@18.8266119,-71.228251,8.25z
References: Wucker, Michele (1999). "Roosters". Why the Cocks Fight: Dominicans, Haitians, and the Struggle for Hispaniola (1st ed.). New York: Hill and Wang.
https://lifepowered.org/haiti-v-dominican-republic/
https://www.theglobalist.com/haiti-and-the-dominican-republic-one-island-two-worlds/
https://web.archive.org/web/20071021033817/http://www.sie.gov.do/estadisticas.php
http://www.bme.gouv.ht/energie/National_Energy_Plan_Haiti_Revised20_12_2006VM.pdf
Join your host Tavis as he talks about the Eagle Ford's deserved win, an international Venezuela Oil party, and coal's dethroning.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss Wyoming’s battle against the temporary drilling moratorium and indefinite federal leasing ban enacted by the Biden Administration a few short months ago and why these actions are causing so much fear and uncertainty for hundreds of Wyoming workers and companies involved in oil and gas exploration and development.
Matt Showalter is the Executive Chairman at Iron-IQ, a cloud-based SCADA and advanced IIoT control company. The Iron-IQ system is a modern cloud-based platform that can be used for automation, asset tracking, security systems, water management, and other industries utilizing IoT. Matt has a strong background in creating value through innovative software and technology services, and has experience as a founder, CEO, and Board Member across the software and industrial technology sector.
Learn more about Iron-IQ: https://www.iron-iq.com/
Connect with Matt Showalter: https://www.linkedin.com/in/ironiqshowalter/
Visit our website: https://rarepetro.com/
Join your hosts Tavis and Gunnar to listen to the hottest news, basin by basin, for the month of February.
Join your host Tavis for a Monday Madness birthday, new potential legislation, and American piracy.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss the major winter storm that nearly destroyed the Texas power grid as producers were unable to keep up with surging demand. Since this is not the first time an arctic blast has plunged Texas into darkness, it has left many people wondering: why did this happen and could energy producers and regulators have done more to prepare for this cold spell?
Alrighty Petroleum People! This is the 11th episode of a series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann
Follow us on LinkedIn and our private platforms: www.geoffreycann.com www.rarepetro.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
Take the custom course here: https://www.udemy.com/course/digital-oil-and-gas/
In this episode of Monday Madness your host Tavis discusses OPEC+ commitments, Canada's facilities upgrades, and Iran's refusal to claim ownership of attacks or sign a new nuclear deal.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss another state attempting to fight Joe Biden’s executive order to indefinitely ban lease sales for oil and gas development on all federal lands and offshore waters. With over half their production sitting on threatened lands, New Mexico would be hit hardest by this order but has taken the largest strides to ensure development will continue to prosper in the future.
Clark Grue is the Founder and CEO at Rainmaker Global Business Development. Rainmaker generates international opportunities for businesses expanding their market exposure globally by identifying qualified opportunities for rapid growth and expansion. Clark has advised hundreds of companies on strategies for business expansion and diversification to guide them towards exponential growth in domestic and foreign markets. His focus on business expansion and recovery is essential for understanding the global marketplace and providing unique solutions.
Clark's LinkedIn: https://www.linkedin.com/in/clark-grue-32b0657/
Rainmaker's Website: http://rainmaker-gbd.com/
Music: www.bensound.com/royalty-free-music
In this episode of the periodical podcast your host Tavis talks about tension in the Middle East, the plan to produce, and Russian Winters.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis cover President Joe Biden’s executive order to indefinitely ban lease sales for oil and gas development on all federal lands and offshore waters and why Oklahoma’s Governor is going to bat for his state. While there is no certainty Oklahoma will be able to ignore or become exempt from Biden’s executive order, they can certainly let policy makers in Washington, D.C. know the problems that the new restrictions will cause.
Alrighty Petroleum People! This is the 10th episode of a series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
In this episode of Monday Madness your host Tavis walks you through some important statistics, Texas mayhem, and Iraq's hindsight.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight the fact since copper can be considered a barometer of global economic health, it is no surprise a correlation to oil and gas demand exists as a healthy, growing economy requires more and more energy. A recent divergence has developed between the two since the start of the pandemic, but market evidence suggests there is energy building for a large commodity price upcycle in which crude will close the gap and correct upward to its industrial cousin, copper.
Deb Ryan was (at the time of the recording) the Senior Manager, Engineering for Sproule’s Denver office and spearheads their business development initiatives in the U.S. market. Sproule is a leading consulting firm providing deep technical expertise and commercial insights to minimize risk and optimize business decisions. Now that she is no longer with Sproule, she is working as the Founder and CEO of Ethical Energy LLC. She is also a registered professional engineer in Colorado and Texas and is very active in several industry organizations including the SPE North American Regional Director, the Ethics Chairperson for the Society of Petroleum Evaluation Engineers, the Treasurer for Women’s Energy Network Colorado, and was recently recognized as one of ALLY’s Top Energy Voices of 2020.
Deb's LinkedIn: https://www.linkedin.com/in/deb-ryan-p-e-a838005/ Deb's Email: debryanpe@outlook.com Sproule: https://sproule.com/ Society of Petroleum Engineers (SPE): https://www.spe.org/ Women's Energy Network (WEN): https://www.womensenergynetwork.org/ ALLY: https://allyenergy.com/
RARE PETRO's Website: https://rarepetro.com
Music: https://www.bensound.com
Listen to your hosts Gunnar Merrick and Tavis Kilian talk about the biggest energy news for the first month of 2021.
In this episode of Monday Madness your host Tavis talks about weekly statistics, potential conflict in the Middle-East, and just how cold it is.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis complete their journey investigating President Joe Biden’s Energy Policy and his plan for a Clean Energy Revolution. In this final segment we will be discussing how Joe Biden has placed climate change at the center of U.S. national security and foreign policy by utilizing a whole-of-government approach and what his Energy Policy means for the global energy industry.
In this episode, your host Tavis talks about forced labor in China, new federal policies, and New Mexico's pleas.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis continue their journey with part two of a three three part series investigating President Joe Biden’s Energy Policy and his plan for a Clean Energy Revolution. This week we investigate how Joe Biden wasted no time putting the climate crisis back on the U.S. government agenda, proving to the world he meant business to become the “climate president”. With new executive orders detailing far-ranging plans to shift the U.S. away from fossil fuels in order to create millions of jobs in renewable energy while conserving vast swaths of public lands and water, the commander and chief finds himself at an impasse. Biden has taken office at an inflection point in U.S. energy policy, where fossil fuels still dominate transportation and electricity generation, even as they are starting to lose ground to both market forces and shifting public opinion. Now, even though the United States and the world face a profound climate crisis, Joe Biden needs to take his foot off the gas to implement small steps in order to tackle the climate crisis on a united front instead of waging war against fossil fuels.
Alrighty Petroleum People! This is the ninth episode of a series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
In this episode of Monday Madness your host Tavis talks about Nord Stream 2 court threats, history repeating itself, and Occidental's carbon neutral oil.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis begin their journey on a three three part series investigating President Joe Biden’s Energy Policy and his plan for a Clean Energy Revolution and what that means for the global energy industry. This week is part one covering his Energy Plan and his first executive action on climate, re-joining the Paris Climate Agreement. Biden comes to power with a sense of urgency about climate change that is unmatched by any previous occupant of the White House, and he is installing people who share his views throughout the government. Biden’s plan for the future of energy in America sets the country down a new path – one aimed at transition and lasting change during his “Clean Energy Revolution – that will have reaching implications both domestically and abroad.
Dr. Jennifer Miskimins is the petroleum engineering department head at the Colorado School of Mines. She completed her undergraduate degree for petroleum engineering at Montana Tech before earning her Master’s and PhD from Mines. As a heavily decorated SPE member and well published academic, Dr. Miskimins has contributed more than her fair share to the petroleum engineering community, and continues to do so.
Be sure to connect with Dr. Miskimins on LinkedIn or through SPE.
Find more content and interviews on https://rarepetro.com/
In this week's episode of Monday Madness your host Tavis talks about the implications of Biden's new policies for state revenues, Native Americans, outdoor recreation, and more.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight the fact that the recent and dramatic decline in the price of oil illustrates the risk every oil and gas producer faces with energy commodity price volatility. Although depressed prices forced operators to shut-in production to save their bottom lines, companies with hedges were left in a much better position than those who had forgone the option to reduce the impact of unanticipated revenue declines. Without the protection of an effective hedging program, an upstream company’s cash flows are wholly subject to the volatility of the market. Luckily, with upward price projections for the coming year, institutions distributing hedges to major oil companies for a portion of anticipated production may see greater returns than recent years, most certainly greater than 2020. As the story of 2021 continues to show upward crude price projections, it will be important to keep a close eye on which companies choose to hedge early for guaranteed revenue protection and those that hold out or hold off in hopes of a better tomorrow.
Alrighty Petroleum People! This is the eighth episode of a series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
In this episode your host Tavis talks about Exxon's potential over-valuation, an update on mergers, and the "Hail Mary Hope" for the Keystone XL Pipeline.
In this episode of the Basin Breakdown your hosts Tavis Kilian and Kevin Olson cover the most exciting news across the most popular basins for the month of December.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis expose the fact that E&P companies have driven away investors in the energy sector by not delivering returns amongst a global pursuit for decarbonization. While investor disenchantment within the United States oil industry isn’t new, it appears to have worsened with the COVID-19 market environment. From 2015 to 2016 at the start of the “lower-for-longer” downturn, the market seemed optimistic about the industry. By 2020, the double impact of the global pandemic and the Russia/Saudi price war seems to have led many investors to avoid oil stocks and as they start seeking new opportunities. Moving forward into 2021 and 2022, capital will be difficult to source until investors feel comfortable that the industry can develop resources without squandering their money again.
After graduating from the Colorado School of Mines with his bachelor’s degree in petroleum engineering, Matt Halker accumulated 6 years’ experience as a facility engineer in onshore and offshore environments before starting Halker Consulting in 2006. He is a registered professional engineer and has had experience founding and managing many oil and gas businesses throughout his career. When he is not consulting for clients focused on upstream and midstream infrastructure, EPC planning, and automated technology implementation, you can find him spending time with his active family, developing ideas in his workshop, and planning adventures for the future.
Halker Consulting: https://www.halker.com/
RARE PETRO: https://www.rarepetro.com
Music: www.bensound.com/royalty-free-music
In this week's episode of Monday Madness your host Tavis Kilian covers vaccine related energy demand, a brand new merger in Oklahoma, and soaring prices associated with plummeting temps abroad.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis revisit our predictions made in early November after natural gas prices soared to a 19-month high. After such impressive upward price movements, the RARE PETRO team predicted prices would sustain near the $3 per MMBtu range for the final months of 2020 and into 2021. With a cold winter ahead, a historic Hurricane season in full swing, depressed oil production, and soaring LNG exports; the gas futures market appeared to have plenty of price support to maintain its upward momentum into the foreseeable future. Unfortunately, the final months of 2020 were fairly lackluster for the surging gas market but luckily, the new year brings new hope for the struggling sector.
Alrighty Petroleum People! This is the seventh episode of a series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
Take the custom course here: https://www.udemy.com/course/digital-oil-and-gas/
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that world crude oil demand in the first quarter of 2020 declined by the largest volume in history - even exceeding declines during the 2009 financial crisis. But, as economic recovery resumes, the demand for hydrocarbons will begin to rise and will quickly surpass pre-pandemic levels. While the initial timeline has been delayed as a result of a second wave of lockdowns and sustained travel restrictions, people around the world will still need plastics for their daily activities, roads and vehicles to travel from place to place, goods and services created and shipped with hydrocarbons, and other consumables derived from crude oil. While initial recovery estimates by RARE PETRO, the IEA, and EIA have changed, join us as we discuss why hydrocarbon demand is on the rise.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover an opportunity to deliver new, clean energy and industry jobs with the potential to sustain economies well into the future. Since fossil fuels continue to sustain the global energy mix, carbon capture and storage has emerged as a frontrunner in the race against climate change. The road ahead is challenging, but if policies are set to meet standards mitigating climate change, CCS is an additional tool to make significant and necessary contributions towards achieving net-zero emissions around mid-century.
In this episode of the periodical podcast your host Tavis talks about a potentially nefarious seizure of a South Korean vessel, China's billion dollar investments into Middle Eastern Oil for its defense firms, and a short reaction to a pessimistic article from the New York Times.
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In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the events of 2020 that have left the global petroleum industry in disarray. As the story continues to unfold we must ask: when global oil demand eventually returns to pre-pandemic levels and ultimately continues to grow, will the world have enough crude to meet demand for the upward trajectory of energy consumption? According to Rystad Energy, the answer is no. They predict the world is on track to run out of sufficient oil supplies to meet its needs through 2050, despite lower future demand due to the COVID-19 pandemic and the accelerating energy transition – unless exploration speeds up significantly and capital expenditure of at least $3 trillion is put to the task.
In this episode of Monday Madness your host Tavis dives into the history of the potential energy secretary, PEMEX's domination of Mexico oil production and refining, and Saudi Arabia's newest discoveries.
In this episode your host Tavis talks about the hottest new acquisitions, a potential break for Iranian sanctions thanks to administrative changes, and the reality of the new COGCC regulations.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight that global oil demand is returning and with it, higher oil prices. Unfortunately for consumers, higher oil prices mean higher prices at the pump in addition to increased costs of many manufactured goods. As prices rise, associated production costs will be passed through to consumers rather than kept at the bottom line of operators or refineries which will be better for investors and the remaining companies in the industry at the expense of people consuming the final products produced.
David Forsberg is the Chief Financial Analyst and Managing Partner for Ascent Energy Ventures; a venture fund focused on investments to automate and digitize the energy industry. Mr. Forsberg has over 15 years’ experience managing investment capital for both institutions and private investors. His background in the energy sector includes working for the Secretary of Energy and the Senior Policy Advisors, managing E&P and commodity future portfolios, investments in working interest and minerals, and ventures in the energy technology sector. David’s expertise can help energy professionals navigate changes coming to the oil and gas industry as digitization creates efficiencies throughout the industry.
Ascent Energy Ventures: https://ascentev.com/
RARE PETRO: https://rarepetro.com/
Music: www.bensound.com/royalty-free-music
Join your hosts Tavis and Kevin as they break down the biggest news basin by basin for the month of November in their "Basin Breakdown" series.
In this episode your host Tavis covers The North Face's scrooge-like tendencies, China's goal of gas independence, and the UK government's promise to stop supporting oil and gas projects internationally.
In this episode your host Tavis breaks down why S&P Platts may consider incorporating WTI into Dated Brent pricing, and why Exxon may struggle to meet investor demands if activist investment firm Engine No. 1 gets its way.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that impacts from oil and gas development on air quality are a growing issue across the United States. With the federal government taking a bit of a step back on these issues, several states have made significant changes to create stricter regulations on emissions, air quality, and flaring rules. Join us as we dive into what these policies are and how they will affect the domestic oil and gas industry!
This is part 3 of a 3 part series that interviews Dr. Charles Kohlhaas who is one of world’s leading oilfield advisors, with over 60+ years of oilfield experience, teaching, and consulting. This episode focuses what policy changes Dr. Kohlhaas sees as beneficial and how the US energy policy interacts with those of other countries.
This is part 2 of a 3 part series that interviews Dr. Charles Kohlhaas who is one of world’s leading oilfield advisors, with over 60+ years of oilfield experience, teaching, and consulting. This episode focuses the lasting effects of the oil embargo, the development of oil contracts, and how Dr. Kohlhaas predicted the future of the energy sector would evolve.
Alrighty Petroleum People! This is the sixth episode of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! Be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
Take the custom course here: https://www.udemy.com/course/digital-oil-and-gas/
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss the fact that without a doubt, oil demand is on the rebound and unfortunately may be slowed by a new round of lockdowns gripping the United States and Europe from a second wave of the global pandemic. Even though many countries in the OPEC+ group rely on oil revenues to support their national economies, RARE PETRO anticipates they will most likely continue overall production cuts instead of boosting output in January. Regardless of whether or not the current production cuts of 7.7 MMBPD are extended, any move by OPEC+ to keep cuts above 5.8 MMBPD beyond January should be received favorably by the market and may give oil prices additional upward momentum.
In this episode of Monday Madness your host Tavis talks about the most recent China-US standoff, missiles and bombs between militias and governments, and Exxon's brief depressive outlook.
Join your hosts Kevin Olson and Tavis Kilian as they cover the biggest news in oil and gas for the month of October!
In this episode your host Tavis talks about how the COGCC has transformed into the opposite of what it should be, the history of setbacks in Colorado, and the development of blue hydrogen in Saudi Arabia.
In this week’s episode of the Periodical Podcast, your host Kevin highlights the fact that as the world continues to consume more and more energy, a sustainable energy source is needed to meet growing demand. But as climate change continues to be a hot topic, the world has begun “the energy transition.” This refers to the energy sector’s shift from a fossil-fuel based system of energy production and consumption, to renewable energy sources. As the world continues down this path, it becomes clear that the energy transition should gradually shift allocation for the leading source of power in a cumulative energy mix, and to pursue a single source of energy for the globe is not only foolish but irresponsible.
Alrighty Petroleum People! This is the fifth episode of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! This is the fifth episode of the series, but it is bound to get better as it moves along, so be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover the fact that the global refining landscape has been changing over the past decade, but the rapid demand destruction associated with the global pandemic has flipped the sector on its head. Many refineries in the U.S. and around the world have been changing their refined products or closing entirely. Luckily, the wave of closures in the United States and Europe does not signal an end to global refining, but more of a shift in output priority and refining location. Companies and countries are moving away from refineries only designed to make gasoline and diesel, favoring those with the additional capability to refine crude into petrochemicals and plastics.
Moji is the co-founder and CEO at Cemvita Factory. He holds a bachelor of science degree in drilling engineering, a master of science degree in petroleum engineering, and his experiences range from developing advanced deepwater drilling methods to novel biotechnologies with applications in the energy and space industries. Moji achieved his success through confidence in his abilities that he slowly acquired as he continued to work and learn as as diligently as he could. Watch the episode if you need more tips on learning to network yourself as a professional in any field (such as biotechnology and petroleum engineering)!
Cemvita Factory's Website: https://www.cemvitafactory.com/
RARE PETRO's Website: https://rarepetro.com
Music: https://www.bensound.com/royalty-free-music
In this episode your host Tavis talks about how key players feel about Biden (most-likely) being elected, wind based woes in the UK, and the new frontier of oil and gas in Africa.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate a market that has been overshadowed by a highly contested election, global pandemic, and historically low oil prices. In recent weeks, natural gas prices rose to prices not experienced in over a year and a half when the Henry Hub gas benchmark climbed to a 19-month high in late October. With a cold winter ahead, a historic Hurricane season in full swing, depressed oil production, and soaring LNG exports; the gas futures market remains strong and will maintain its upward momentum into the foreseeable future.
Alrighty Petroleum People! This is the second episode of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! This is the fourth episode of the series, but it is bound to get better as it moves along, so be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
In this week's episode your host Tavis talks about the upcoming frenzy of the election, Canada's time to shine, and the contagious concept of the income tax that seems to be sweeping the Middle-East
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis highlight the second wave of coronavirus cases in many major developed oil-consuming economies has rekindled fears that oil demand recovery is again off track, and market balancing is still further away. Luckily, those fears are misplaced as a second wave of shutdowns will most likely not take a large dent out of global demand as individuals have begun to resume their day to day lives and thus, global oil demand recovery will not be derailed as fear of the virus is likely not going to keep people locked up anymore.
Ashley is the co-founder and President at Black Mountain-International. She has a B.S. in Petroleum Engineering and Masters in Energy Law from the University of Oklahoma and a MBA from Harvard Business School. She has also been featured in Forbes 30 Under 30. How did she land there you ask? Well, when combining the thirst to learn along with the work ethic that she developed from a young age, it turns out that she would let nothing stand in her way as she went on to co-found and run several companies very early on in her career.
Black Mountain's Website: https://www.blackmtn.com/
RARE PETRO's Website: https://rarepetro.com
Music: https://www.bensound.com/royalty-free-music
In this episode your host Tavis launches into what he could uncover about the history of Pioneer and Parsely, the way Iran and Iraq are working to swindle the markets, and the scariest costume idea if you are planning to scare an oil executive (it starts with "debt" and ends in "maturity").
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis reveal that falling oil prices and a surge in green energy policies have breathed new life into an old idea: to nationalize the fossil fuel industry. The problem is, nationalizing oil and gas would be a radical step, and alone it would not be enough to deliver a comprehensive energy transition that can meet climate goals as well as the social objectives of the Green New Deal. While calls have been made to nationalize oil and gas development in the U.S., the inefficiency of government oversight cannot do a better job than private enterprise at developing and managing these natural resources.
Alrighty Petroleum People! This is the second episode of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! This is the third episode of the series, but it is bound to get better as it moves along, so be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz Take the custom course here: https://www.udemy.com/course/digital-oil-and-gas/
In this episode your hosts Tavis Kilian and Kevin Olson recap September news revolving around Colorado sound standards, Biden's confusing policies, what setbacks really mean for state revenue, and weed based wildfires.
In this episode your host Tavis is actually on vacation, but his past self is speaking about new merger gossip, the property clash between the Philippines and China, and the Russian perspective on near future production.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate how the price spread between the world’s most traded crude oil blends and the most actively traded commodities in the world generally track one another, but divergences often reflect technical, supply/demand, or geopolitical issues. Over the course of history, the spread between Brent crude and WTI blends has grown, shrunk, crossed paths, and reversed again countless times. As a result of reduced U.S. pipeline constraints, ongoing OPEC+ production cuts, and China purchasing record amounts of WTI crude oil, the spread between Brent and WTI crude oil prices has begun to shrink close to zero. The future may hold a reversal giving WTI prices the upper hand.
Neel Duncan is a senior project development and asset management executive at Integrated Petroleum Technologies. Between working for large E&P companies like ExxonMobil, international organizations like Gazprom, consulting for independent oil producers, and merging companies across diverse borders, Mr. Duncan has worked dozens of disciplines within the industry. His expertise has landed him positions in not only the United States, but also Russia, Turkmenistan, and islands in the Pacific Southwest. As managing director at IPT, Neel provides technical and strategic advice in the upstream, midstream, and mining sectors.
IPT's Website: https://www.iptenergyservices.com/
RARE PETRO's Website: https://rarepetro.com
This is part 1 of a 3 part series that interviews Dr. Charles Kohlhaas. Dr. Kohlhaas is one of world’s leading oilfield advisors, with over 60+ years of oilfield experience, teaching, and consulting. This episode focuses on establishing the background of the Arabic Oil Embargo and response around 1970.
In this week's episode of Monday Madness your host Tavis Kilian talks about the end of the Norwegian oil strike, Energy Transfer LP's CEO abandoning ship, hurricanes in the gulf.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate the cost of many essential goods, commodities, and indexes have increased dramatically since 1980 while crude spot price has remained relatively flat by comparison. If crude price escalation doesn’t outpace the inflation rate, investment will not be spent on developing new reserves which will yield a supply shortage. The result will be a re-valuation of the commodity compared to other essential goods and a violent correction upwards in price.
Alrighty Petroleum People! This is the second episode of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! This is the second episode of the series, but first episode with a "professional grade" studio, so be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Follow us on LinkedIn and our private platforms: https://rarepetro.com https://geoffreycann.com
Buy the book! Paperback and Kindle versions from Amazon: https://tinyurl.com/y2jbj8ol Listen with Audible: https://tinyurl.com/y4pz84rz
In this episode your host Tavis talks about his love for pizza pie, price swings as a response to infected Trump, Iraq's failed promises, Total's commitment to charging stations, and the threat of abandoned wells to YOUR pocketbook.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate the lag in global crude oil supply behind rapidly increasing global demand. While global forecasting agencies and oil companies alike predict slow demand growth to pre-pandemic levels, due to the geopolitical influence on the world’s most important comedy, supply will be unable to keep up with the growing global demand throughout 2021.
In this episode your host Tavis Kilian talks about relationship dram (domestic and abroad), BP and their tanking value, and California's sprint towards a green future.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis realize that COVID-19’s impact on the aviation industry has been significant, but highlight the decrease in demand for jet fuel is a only drop in the crude oil bucket. With the media focusing so much of their attention on jet fuel decimation, market participants are associating this fact to the overall global demand picture. Until the media’s portrayal of oversupply in processed aviation fuels is corrected, the negative demand outlook for the oil industry as a whole cannot be fixed.
Alrighty Petroleum People! This is the beginning of a new series that will expand on topics covered in the book "Bits, Bytes, and Barrels" with author Geoffrey Cann and host Tavis Kilian. This series is aimed at energy professionals at any level who are looking to better understand the future of a digital oilfield, and potentially implement these technologies into their company's workflow. In short, this series was made for you! This is the first episode, and the others that have been recorded get better and better in quality each time, so be sure to subscribe to both the RARE PETRO network and content from Geoffrey Cann.
Join your hosts Kevin Olson and Tavis Kilian as they cover the biggest news in oil and gas for the month of August!
In this episode your host Tavis talks about putting jet fuel in boats, how the feds want more bondage, hurricanes and storms that cycle like socks in the dryer, and the de-escalation of civil war in Libya.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover a growing disconnect between crude oil prices and the principles that have historically set commodity prices. The supply and demand principles that have governed the price of oil for decades is being thrown out the window and has become largely influenced by emotional market sentiment.
In this episode your host Tavis talks about BP and their pessimistic 180, Trump and his pro-corn tendencies, and the troublesome relationship between Papa US and Maduro.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis uncover a growing distaste for the oil industry among potential young employees that when combined with the economic crisis of the pandemic, is making it difficult to attract the talent of the future. The growing perception problem of hydrocarbon based energy is causing young and experienced individuals alike to leave the industry in pursuit of different careers. If oil and gas companies don’t start taking perception related issues seriously, they will find themselves in a experience vacuum that will stagnate any progress into the future.
In this episode your host Tavis talks about factors limiting future pricing, a persistent ocean fire, additional outages in California, Whiting's return from bankruptcy, and Saudi's new discoveries.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis discuss how E&P mergers and acquisitions tend to strengthen physical positioning and induce an expanded asset portfolio, but often come with extra baggage in the form of outstanding debt. By investigating Occidental Petroleum’s acquisition of Anadarko Petroleum where the outstanding debt left the oil major struggling to keep their head above water, a prediction can be made regarding Chevron’s new acquisition of Noble Energy on whether or not the merger will be successful.
In this episode your hosts Tavis records his first episode from home! Outside of talking about that he discusses that BP is closing their office in London, the gulf of mexico is getting absolutely slammed, and Pemex is sitting within a room of pissed off investors.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate why renewable energy is a major culprit for the recent rolling blackouts in California. While it appears California’s aggressive climate policies have led to millions of customers experiencing rolling blackouts in mid-August, how did this happen? Since the state was unable to maintain sufficient reliable power due to an over-reliance on a renewable grid incapable of providing enough electricity for demand at peak hours after the sun went down; California, much like the rest of the United States, is not ready to maintain its current goal of 33% renewable electricity by the end of 2020, let alone a total shift to renewable energy sources in the near future.
This week your host Tavis talks about schooling with COVID, attacks on a Syrian natural gas pipeline which could be work of terrorists, OXY attempting to keep food on the table, and an unpredictable partnership.
In this week’s episode of the Periodical Podcast, your hosts Kevin and Tavis investigate whether or not the recent headline making protests over domestic oil and gas pipelines make any sense. Since pipelines are the cleanest and safest method of transporting hydrocarbons, the logic behind these protests remains lost on many individuals. But, what the general public must understand is that many protesters are not necessarily trying to shut down pipelines, they are trying to eliminate the use of fossil fuels and force an immediate shift to renewable energy.
Join your hosts Kevin and Tavis as they recap the stories about big acquisitions, pipeline fiascoes, exploratory gas wells, conditional taxation, and the re-acknowledged land rights of Oklahoma Native Americans.
In this episode your host Tavis talks about jabs from OPEC, hot temperatures leading to increased energy usage, and the fact that the American dollar is quickly headed towards a worthless currency.
In this week’s episode of the Periodical Podcast, your hosts Tavis and Kevin uncover the impact of U.S. regulatory bottlenecks on domestic oil and gas production. Policy changes and regulation on domestic oil and gas activities have been enacted to ensure the oil and gas industry responsibly produces hydrocarbons while protecting both individual and environmental health and safety. But, when exploring new policy changes that have been made at the local and national level, many of these policies have hampered the advancement of the industry under the guise of public and environmental health and safety without foundational justification.
In this episode your host Tavis talks about a pipeline fiasco, hot summers and cold winters, pirates, and energy independence.
Abstract: In our latest episode of the Periodical Podcast, your hosts Tavis and Kevin continue the trend of renewable energy as they investigate the setbacks in the solar energy industry as a result of COVID-19. By exploring the growth rate before the global pandemic upended the industry, we can begin to understand how COVID has impacted the sector and what growth will look like in the future.
In this episode your hosts Tavis speaks about terrible earnings reports, the way Oxy is wheeling and dealing, and the fact that Texas is now home to 40% of US oil and gas employees.
In our latest episode of the Periodical Podcast, your hosts Tavis and Kevin investigate the true cost of clean, green, renewable energy. By exploring the supply chain of solar panels, electric vehicles, wind turbines, hydroelectric, and geothermal power generation we can get a better idea on how clean these forms of energy truly are and what the future looks like for the renewable sector.
In this episode your host Tavis speaks on the Schlumberger struggle, big wins for Colorado legislation, and new estimates involving the second wave of COVID-19.
In our third episode of the Periodical Podcast, your hosts Tavis and Kevin investigate the true cost to produce a barrel of oil in different areas around the world. By exploring how much global production can economically be produced at varying price tiers, a picture of future oil prices begins to unfold.
Join your hosts Tavis and Kevin as they talk about struggling state budgets, energy payouts with strings attached, itty bitty baby research from Cali, lawsuits galore, and a bill that refuses to die.
This week your host Tavis speaks on the end of Q2 and the (hopefully) positive beginning of Q3, China's control over price swings, and Chevron paying $5 billion to acquire Noble.
In our second episode of the Periodical Podcast, your hosts Tavis and Kevin highlight the troubled financial history of domestic E&P companies in the five years leading up to the dual black swan events of the corona virus and price war. Based on our findings we will analyze whether or not a federal bailout of this struggling industry was the right call.
In this episode your host Tavis speaks on Wyoming owning part of Colorado, the influence on solid commodities of those that are liquid and gas, and a whole slew of sanctions.
In our premier episode of the Periodical Podcast, your hosts Tavis and Kevin highlight what global oil demand will look like in a post-COVID society. From Petrochemicals to Personal Transportation, we will investigate how the world will change their hydrocarbon consumption habits and what this will mean for us in our day to day lives.
Join your host Tavis as things get a little spicy this episode. Environmental activist silenced after apologizing for inciting "alarmist" amongst community, pipelines perish, and inventories finally begin to diminish!
In this episode your host Tavis Kilian talks about the woes of BP and ExxonMobil, the possibility of the unemployed to get positions plugging orphan wells, and anti-oil protests in Canada funded by... who knows?
Geoffrey Cann is an oil and gas advisor, presenter, and author with over 30 years of experience in the energy and technology sectors. Mr. Cann’s book, Bits, Bytes, and Barrels: The Digital Transformation of Oil and Gas, addresses why the oil and gas industry must adopt more digital innovations and how leaders must act to accelerate digitization. As an expert on leveraging technology to create value in oil and gas, his understanding of the importance of digital awareness applies to all facets of the energy industry.
In this episode your host Tavis speaks on forever orphaned wells, improved efficiency with fewer people, and a positive future for oil and gas.
Join your hosts Kevin and Tavis this month as they cover unique news, basin by basin in an effort to keep you informed about the industry.
Joe Nahama is the CEO of PetroRock LLC, which operates acreage in the Santa Maria, California. PetroRock is associated with Vaquero Energy which has production in the California, Wyoming, New Mexico and Texas. Mr. Nahama has over 30 years of experience in the oil and gas industry, and has degrees in Geology, Petroleum Engineering, and a certificate in Finance. Joe and his father founded another E&P company and can provide insight for entrepreneurs and industry professionals currently navigating the oil and gas landscape.
PetroRock's Website: https://petrorock.com
Rare Petro's Website: https://rarepetro.com
Music: https://www.bensound.com/royalty-free-music
In this episode your host Tavis speaks on a huge wave of auctions, Extraction Oil and Gas's bankruptcy, and the major developments for the Canadian tar sands.
In this episode your host Tavis speaks on renewed OPEC cuts, Cristobal, China bolstering its economy, and happy futures.
Timothy Marquez is a Colorado School of Mines alumnus in Petroleum Engineering and was the founder and CEO of Venoco, Inc. His insight navigating the oil and gas landscape in multiple price environments applies to the industry today. Now a retired oil and gas professional, Tim has been involved in supporting education in Colorado through donations to Denver Public Schools and a grant to Mines for the Marquez Hall Petroleum building, which opened in 2012.
This month your host Tavis speaks on debt lawsuits, trade investigations, people getting out while the getting is good, and a poor OPEC+ performance.
In this episode of Memorial Madness (recording on a Tuesday after celebrations) your host Tavis speaks on the largest trade disputes between the US and the rest of the world, Russia refusing to accept petrochemical imports, and the Tulsa Tesla Tussle.
In this episode your hosts Tavis and Kevin speak about the good news for leases that is spreading nationwide, Wyoming's future in international gas markets, the looming threat of big oil, and a the possibility of oil and gas thriving in California.
In this episode your host Tavis is confused about the (relatively) high futures prices, talks about pirates, and mentions how the US should tread carefully when imposing its will worldwide. Be sure to subscribe on Apple Podcasts, Spotify, and Soundcloud to stay in the Rare Petro loop.
This episode your host Tavis speaks on the (small) potential for $100/barrel oil, potential for conflict between the US and Saudi Arabia, and a second outbreak? This and more on another wonderful episode of Monday Madness!
This week your host Tavis talks about bee genocide, Iran's coma situation, rebel uprising, and potential for a brighter future (if we get this storage problem figured out).
This week we had the pleasure of sitting down with John Herring, the founder and current COO of Warhorse Petroleum. After graduating from the Colorado School of Mines in 2003, John used his entrepreneurial tendencies to learn the industry from the inside out before creating Warhorse Petroleum in 2016. An insightful interview that anyone can learn from.
In this episode your hosts Tavis looks into the future, and doesn't exactly like what he sees. Quarter 1 earnings are coming out, homeless oil crowds the beaches of California, and titans begin to fall.
Anthony McDaniels took the oil and gas industry by the reigns after graduating from the Colorado School of Mines in 2007. After holding roles ranging from reservoir engineering to productions & completions, Anthony established himself as an industry leader by launching his very own company in 2015. Today RARE PETRO aims to modernize the oil field in tech development and consulting, and we figured Anthony would make a wonderful first interview for the new series.
In this episode your hosts Tavis and Sy revisit March, the month where COVID-19 began to be taken seriously and the worst of Saudi Arabia's disagreement with Russia (so far). Even so, the podcast delves into basin specific news and does its best to cover things that you have not heard yet.
THIS IS NOT A DRILL - Futures prices paired with COVID-19 have combined forces to create the worst trading day in HISTORY for WTI. This podcast was recorded to explain the futures contract situation and became outdated with every passing minute as prices continued to fall. Even so, there is plenty of great information on this episode.
This week your sunburnt host Tavis talks about G20 conclusions, efforts to stop the curve, and how we have way too much gas(oline).
In this episode your host Tavis talks about ineffective face masks, the mean-girl slander between Russia and Saudi Arabia, and Texas making steps to push Trump to do its bidding.
In this episode your host Tavis walks you through two articles relevant to this morning and tomorrow. Did you wake up an notice how oil prices spiked? Any idea why? Did you know the current COVID-19 stimulus package mentions little to nothing on energy sectors? Take 10 minutes to get in the know!
In this episode your host Tavis talks about plummeting rig counts, skyrocketing unemployment concerns, and the current struggles of service companies and their employees.
In this episode your hosts Tavis and Sy talk about how they best practice social distancing, the way Boulder plans to keep oil and gas out of Colorado, and big industry effects thanks to the virus.
In this episode your host Tavis talks about, you guessed it, the virus. Huge drops in energy demand, no more nail salons for Nana, and the government asking a celebrity to deliver a PSA. Crazy episode for crazy times! As always, be sure to leave reviews on Spotify, SoundCloud, and Apple Podcasts. Any other questions you can leave directly on this page in the comments!
Out of toilet paper, supertankers making BANK, and the Saudi Prince's choice to detain. A quick episode for your commute.
Your hosts Tavis and Sy bring a critical update to the world market. No idea what's going on? This will fill you in on the price war conflict shaking the world.
G20 Summit looms large, huge crude draws, COT shows buy-stops and the Wedge Trade of the Week!
https://docs.google.com/document/d/1TrtL_l7zNoC4W0kgeNVuypQDEMYc-tbH9NjcfQCZTDc/edit?usp=sharing
Trade talks going well, BIG EIA crude draw, terrorism, and the Wedge Channel Trade of the Week
https://docs.google.com/document/d/1SOFD52bqaOp483Gy5-f6yT73qy7BUJKaI0fIcPFLHD8/edit?usp=sharing
Goldman speakers, tankers explode and the Trading Channel of the Week
https://docs.google.com/document/d/1fbzxTJi9u5Debva9fTlq5KzfGVQBdoJTqT4Hxv_i0to/edit?usp=sharing
Refiner Threats, Crude Builds and Non-Trading Channel of the Week
https://docs.google.com/document/d/1QgE-vaahG-56-4bMTv9PlCf0cRchXtXbf2MkFci5-mk/edit?usp=sharing
Flooding in the South, Trade Wars, Saudi Premiums and the Trade Channel of the Week
https://docs.google.com/document/d/1vuF1JdQiedPWBAIWd1Ecqs7Kb3rhl3s5w36g7TakwaA/edit?usp=sharing
Contract's rollover, US/China Trade War and our new segment, Trading Channel of the Week
https://docs.google.com/document/d/1j7jHC4Y7lbzMTcLLDvmD-JyulRdopLzAzyhjC_t0Ls4/edit?usp=sharing
Saudi announces massive hits on oil tankers and pipelines, OPEC revises its crude outlook and SLB sells fishing business
Back to announce the relaunch of both Around the Basin in 180 Seconds (June 1st) and Last Week in Oil and Gas (May 16th)