Episode 21 - Qatar looking to invest in the US | Do the Saudis want $80 oil? | Tesla misses the mark - a podcast by Ryan Ray & Ellen Wald

from 2018-04-16T21:07:26

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ExxonMobil and Qatar Natural Gas assets: https://www.wsj.com/articles/exxon-qatar-in-talks-on-u-s-shale-deal-1523358862

Foreign ownership of oil and gas assets in U.S. is nothing new
Qatar already owns significant portion of natural gas liquefaction facility in US
Foreign ownership of assets can also promote better diplomatic and political relations

Bloomberg: Saudis signal desire for $80 oil https://www.bloomberg.com/news/articles/2018-04-10/saudi-arabia-is-said-to-signal-ambition-for-80-oil-price

Media making a mountain out of nothing – Saudis likely don’t have a target and if they did they wouldn’t share it.

Platts – China looking for more oil, will seek from Iran and Russia as opposed to Saudi Arabia https://www.platts.com/latest-news/oil/singapore/analysis-china-may-seek-extra-iran-russia-crude-27953208

Should Saudi Arabia be concerned? Saudis have deep ties to Chinese refining so unlikely to lose much as a result of Saudi decision not to sell more to Asia

Tesla investors get angry about my analysis of Tesla Q1 production numbers for the Model 3 : https://www.forbes.com/sites/ellenrwald/#23ec4a8d3eba