Episode 58 - Trump Tweets on Oil | Saudi Chemicals | Abu Dhabi Pipelines | Ellen Loves Canada - a podcast by Ryan Ray & Ellen Wald
from 2019-02-26T06:30:12
Trump AND Rubio tweet:
Rubio calls for international community to seize assets of PdVSA - what does this even mean?
Trump tweets for lower oil prices:
https://www.forbes.com/sites/ellenrwald/2019/02/25/trump-tweets-and-oil-drops-is-that-really-good-for-the-economy/#6865bc131f21
Manufacturing? Keep gasoline prices down? Plus for infrastructure projects?
Could impact Iran waivers
Is Wall Street finally losing interest in fracking?
https://www.wsj.com/articles/frackers-face-harsh-reality-as-wall-street-backs-away-11551009601?
Companies that can do all three phases of the game will move in to Permian.
If oil hits high $60 range will Wall Street really walk away?
Headlines generated on quarterly returns that may not really show what they say they are showing.
Halliburton breaks ground on oilfield chemical plant in Saudi Arabia
https://www.chron.com/business/energy/article/Halliburton-breaks-ground-on-oilfield-chemical-13630486.php
Plant to produce chemicals that will be used in oil fields and also in pipelines. First plant of this type to be built in Saudi Arabia.
Vitol Sees Oil Prices Rising (actually a Bloomberg article)
https://finance.yahoo.com/news/vitol-expects-oil-rally-opec-040001656.html
How much does the shortage of heavy crude really matter? Divide between those who think it doesn’t matter and those who think it does.
Oil rose 3% last week - Why?
https://www.cnbc.com/2019/02/22/oil-markets-us-crude-output-opec-led-supply-cuts-in-focus.html
Market reacts to Saudi Arabia cutting production for technical repairs
Abu Dhabi signs billion dollar deal with KKR and Blackrock for Pipelines
https://www.wsj.com/articles/abu-dhabi-state-owned-oil-company-signs-4-billion-deal-with-kkr-blackrock-11551027115
Money to be made in pipeline business in Abu Dhabi with KKR and Blackrock investing in new pipeline subsidiary company.
National Energy Board recommends approval of Trans Mountain pipeline
https://business.financialpost.com/commodities/energy/national-energy-board-recommends-approval-of-trans-mountain-pipeline-subject-to-16-new-conditions
Further episodes of 301 Moved Permanently
Further podcasts by Ryan Ray & Ellen Wald
Website of Ryan Ray & Ellen Wald