Episode 35 - Tesla fallout | Discrepancy between the Saudi production numbers | Iran sanctions round 1 - a podcast by Ryan Ray & Ellen Wald

Iran sanctions round 1:
https://www.cnbc.com/2018/08/03/trumps-1st-round-of-iran-sanctions-sends-message-this-is-not-a-test.html

https://www.spglobal.com/platts/en/market-insights/latest-news/oil/080618-us-still-aims-to-slash-iran-oil-exports-while-considering-case-by-case-waivers-official?

https://www.argusmedia.com/en/news/1730212-us-claims-success-on-iran-sanctions-policy

How much will actually come off the market? Could be anywhere from 600,000 bpd to 1.5 million bpd.
Smuggling will be an issue - possible avenues through Iraq and Turkey.

OPEC production update and Saudi oil production controversy:
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/080318-opec-july-crude-oil-output-surges-340000-bd-from-june-to-3266-mil-bd-platts-survey

https://www.argusmedia.com/en/news/1729615-surprise-saudi-decline-depresses-opec-output

Why is there a discrepancy between the Saudi production numbers reported by Platts and reported by Saudi Arabia?

Tesla fallout:
https://www.cnbc.com/2018/08/02/wall-street-believes-this-could-be-teslas-inflection-point.html

Elon Musk wears Oakley sunglasses and apparently there is nothing he can say that won't push Tesla shares up.

Further episodes of 301 Moved Permanently

Further podcasts by Ryan Ray & Ellen Wald

Website of Ryan Ray & Ellen Wald