The article below is an excerpt from our Q4 2022 commentary.

“BP’s CEO Plays Down Renewables Push and Returns Lag”

“Mr. Looney [(BP’s CEO)] has said he is disappointed in the returns from some of the..

The article below is an excerpt from our Q4 2022 commentary.Crude oil fundamentals are very tight and risk getting considerably tighter. Investors continue to starve energy companies of much-needed..

The article below is an excerpt from our Q3 2022 commentary.Inflation continued to surprise to the upside in Q3. Aggressive central bank tightening and ongoing worries over China’s “COVID-zero”..

The article below is an excerpt from our Q3 2022 commentary.The most pressing question facing oil markets is why US shale drilling remains so muted despite high prices. A simple question whose answer..

“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the..

The article below is an excerpt from our Q2 2022 commentary.

"The Kingdom has announced an increase in its production capacity level to 13 million bpd, after which the Kingdom will not have any..

The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices..

The article below is an excerpt from our Q2 2022 commentary.The global natural gas crisis has entered its most dangerous phase yet. We just returned from the UK, Switzerland, and Germany and the mood..

“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make..

The article below is an excerpt from our Q2 2022 commentary.“Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you..