Episode 57 - Pipelines | India and Venezuelan Oil | Plastics | Canadian Oil's Farrago of Tough Breaks - a podcast by Ryan Ray & Ellen Wald

More Keystone XL delays
https://www.cnbc.com/2019/02/16/keystone-xl-suffers-another-setback-judge-blocks-work-on-pipeline.html
Are these delays normal? Do judges normally micromanage these kinds of projects?
Now KeystoneXL construction probably won’t get started until 2020

India tries to keep buying Venezuelan oil
https://www.reuters.com/article/us-india-venezuela-oil-exclusive/exclusive-india-advises-refiner-to-avoid-u-s-system-for-venezuela-oil-buying-source-idUSKCN1Q41ZQ
India under pressure not to buy Venezuelan oil or to use the US banking system to buy it because the US will take the money and put it into an escrow account for Guaido. India still recognizes the Maduro government.

BP’s energy outlook
https://www.wsj.com/articles/bp-renewables-and-natural-gas-to-dominate-energy-growth-by-2040-11550154643

https://www.plasticstoday.com/sustainability/bp-single-use-plastic-ban-will-lead-higher-carbon-emissions-increased-food-waste/184027489960271
Will banning single use plastic REALLY lead to a decline a petrochemical growth?
Oil still a big component
Don’t discount nuclear as important base-load provider of energy

Tom Kloza predicts...
https://www.cnbc.com/2019/02/15/oils-best-start-ever-is-pushing-expert-tom-kloza-into-the-bull-camp-for-now-.html
Says oil prices will go higher in H2
Will volatility decrease?

Canadian crude just can’t catch a break
https://business.financialpost.com/commodities/energy/canadian-crude-price-plummets-after-partial-shutdown-of-two-critical-pipelines

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