Robert Rapier | TalkMarkets | Page 13
Chief Investment Strategist, Investing Daily
Contributor's Links: Forbes R-Squared Energy Investing Daily
Robert is no armchair analysthe has two decades of in-the-trenches experience in a wide range of fossil fuel and biofuel technologies, including refining, natural gas production, gas-to-liquids, ethanol production and butanol production. During a six-year stretch at ConocoPhillips, Robert ran a ...more

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The Consequences Of Letting The Shale Industry Go Bankrupt
It’s no secret that the growth of U.S. shale oil has been a thorn in the sides of both Saudi Arabia and Russia. They have seen their market shares erode as the shale boom made the U.S. the world’s largest producer of crude oil.
Could Chevron Now Acquire Occidental For Less Than It Could Have Bought Anadarko?
Eleven months ago, Chevron attempted to buy Anadarko in the sixth-largest oil and gas deal in history. The deal would have given Anadarko $33 billion.
What Was Russia Thinking In Refusing To Cut Oil Production?
Last week OPEC conducted meetings with a coalition of partners that have worked together to limit oil production since 2016.
An Unprecedented Drop In Oil Demand
The oil markets have been anticipating a big impact on oil demand from the coronavirus outbreak. That’s why we have seen a 30% drop in the price of crude oil since the beginning of January.
How To Leverage $10 Billion To Reduce Carbon Emissions
In the U.S., coal consumption has dropped by 44% since 2007. The primary reason is that utilities have moved away from coal to produce power. There are two drivers behind coal’s decline: Natural gas and renewables.
Oil Prices Could Fall Much Further As Russia Refuses Additional Production Cuts
As 2019 came to a close, oil prices were under pressure from the continued surge of U.S. shale oil.
Coronavirus Has OPEC In A Panic
The spread of coronavirus in China — the world’s largest oil consumer — is a black swan that has the oil markets reeling. Oil fundamentals looked fair a month ago, but now all bets are off.
Reinstating The Crude Export Ban Would Be A Gift To OPEC And Russia
Two years after oil prices collapsed, OPEC figured out that shale oil producers could survive longer than they expected.
Oil Bankruptcies Are Piling Up
Over the entire five-year period, 208 oil and gas producers have filed for bankruptcy since Haynes and Boone’s Oil Patch Bankruptcy Monitor began tabulating E&P filings, involving approximately $121.7 billion in aggregate debt.
Oil Prices Are Getting Slammed By Coronavirus
Oil prices have already been under pressure as a result of oversupply and slowing economic growth in China. However, travel restrictions will further reduce demand.
Energy Sector Predictions For 2020
We begin 2020 with the stock market again testing record highs. We just finished a year in which oil prices rose by more than 30%.
How Much Oil Do We Import From The Middle East?
U.S. dependence on Middle East oil has fallen, but the production of Middle Eastern oil has risen by about 5 million BPD in the past decade. So the rest of the world uses more oil from the region than they did a decade ago.
The Top-Performing Energy Companies Of 2019
Every sector that makes up the Select Sector SPDR exchange-traded funds (ETFs) that represent the S&P 500 was up at least 20% for the year — except for one.
The Top Energy Stories Of 2019
Demand growth has been slowing somewhat lately, but the International Energy Agency (IEA) projects that 2019 demand grew by 1.0 million BPD, and 2020 demand growth will be 1.2 million BPD.
Grading 2019 Energy Sector Predictions
I believed that we began 2019 with a solar energy sector that was significantly undervalued. Concerns about the impact of trade wars and tariffs were negatively impacting sentiment in the solar sector.
The Significance Of Chevron’s $10 Billion Impairment
Chevron surprised a number of people last week when it announced that it would take a non-cash, after-tax impairment charges of $10 billion to $11 billion in its fourth-quarter 2019 results.
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