Going Green: Oil & Gas Dips its Toes Into Renewables
Renewables are continuing to gain traction globally as power providers and policymakers prioritize low-carbon energy in order to combat climate change. Some traditional oil and gas companies are...
How Bad is Oil Demand? Assessing Views Across Energy
While there has been much discussion around oil supply, the problem facing oil markets is first and foremost a demand issue. With energy earnings season underway, several companies have provided...
Have Midstream and the Majors Performed Defensively?
While no oil and gas company has been completely insulated from the historic decline in oil prices stemming from COVID-19 demand impacts, some sectors of energy are more defensive than others and have...
Political Risk Rising: 2020 Presidential Candidates, Fracking, and Federal Lands
Democratic presidential candidates have expressed support for notable energy policy changes, with some proposing to ban fracking altogether. This piece attempts to provide some context around energy...
Slow and Steady: The Deceleration of US Oil Production Growth
Summary // After years of significant growth, US oil production is showing signs of a slowdown. The US Energy Information Administration continues to project double-digit growth in 2019 and high...
What is IMO 2020 and What Does it Mean for Midstream?
With new marine fuel regulations from the International Maritime Organization becoming effective in January, there is a wide swath of energy-related implications and known unknowns surrounding market...