Big Oil Geopolitics 501: The Costs of the Free Market

1. Saudi Arabia to U.S. Oilmen: Cut Costs or Exit the Business (Bloomberg Business)

2. U.S. Oil Explorers Return to Parking Rigs (Bloomberg Business)

3. Watch Five Years of Oil Drilling Collapse in Seconds (Bloomberg Graphics)

4. US Oil Sector Bankruptcies To Rise in 2016 (International Business Times)

5. Bond Vigilantes Push $258 Billion of Oil Debt Past Junk (Bloomberg Business)

6. In Risky Move Wall St. Backs Shale With Nearly $10 Billion In Equity (OilPrice.com)

 

  1. http://www.bloomberg.com/news/articles/2016-02-23/saudi-arabia-to-u-s-oilmen-cut-costs-or-get-out-of-business
  2. http://www.bloomberg.com/news/articles/2016-03-24/u-s-oil-explorers-return-to-parking-rigs-as-inventories-build
  3. http://www.bloomberg.com/graphics/2016-oil-rigs/
  4. http://www.ibtimes.com/us-oil-sector-bankruptcies-rise-2016-panic-fear-grip-industry-2272968
  5. http://www.bloomberg.com/news/articles/2016-02-26/bond-vigilantes-slap-oil-ceos-with-junk-tag-on-258-billion-debt
  6. http://oilprice.com/Energy/Crude-Oil/In-Risky-Move-Wall-St-Backs-Shale-With-Nearly-10-Billion-In-Equity.html

Big Oil Geopolitics 402: How the World’s National Oil Systems Work

1. Saudi Arabia – Family Matters (Bloomberg Business)

2. Russia – It’s not Perfect, But… (Bloomberg Business)

3. United States – It’s Always Somebody’s First Rodeo (Bloomberg Business)

4. United States – But it’s not everybody’s first rodeo (Bloomberg Business)

 

1. http://www.bloomberg.com/news/articles/2016-03-15/new-guard-rises-in-saudi-arabia-as-oil-crisis-forces-rethink

2. http://www.bloomberg.com/news/articles/2016-03-13/putin-s-50-billion-oil-cache-gives-russia-luxury-to-ignore-ecb

3. http://www.bloomberg.com/news/articles/2016-03-10/the-shale-reckoning-comes-to-oklahoma

4. http://www.bloomberg.com/news/articles/2016-03-23/rockefellers-dump-exxon-holdings-that-made-family-s-fortune

Big Oil Geopolitics 203: Supply Side

1. Selling Out, Buying In (CNBC)

2. Wall Street to the Rescue (Houston Chronicle)

3. What Comes Around Goes Around (OilPrice.com)

 

 

http://www.cnbc.com/2016/03/02/cure-for-oil-stock-bust-issue-more-shares.html

http://www.houstonchronicle.com/business/energy/article/Wall-Street-cash-pile-comes-to-oil-industry-s-aid-6870465.php?t=c9a8b7a4a5a255ff51&cmpid=twitter-premium

http://oilprice.com/Energy/Crude-Oil/In-Risky-Move-Wall-St-Backs-Shale-With-Nearly-10-Billion-In-Equity.html