Episode 79 - Antifa hates Ellen | Bernie Sanders's blueprint for dystopia | Climate change and Aramco - a podcast by Ryan Ray & Ellen Wald

from 2019-08-27T08:05:02

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Electric-Vehicle Shift Will Keep a Lid on Oil Prices
https://www.wsj.com/articles/electric-vehicle-shift-will-keep-a-lid-on-oil-prices-11566734402
Report based on shift away from Diesel engines in Norway, which already has massive incentives.
IEA Aggressive model shows 930 million EVs on road by 2040 - half the global car fleet. Is this really realistic? No. Claim demand for oil for road transport would be more than 18 million barrels lower than it is today.

Bernie Sanders’ Green Energy Dystopian Fantasy
https://www.forbes.com/sites/ellenrwald/2019/08/25/bernie-sanders-green-energy-dystopian-fantasy/#2c4cb38363d1

Oil slips 0.6% as global growth fears, Fed comments weigh on crude
https://www.cnbc.com/2019/08/22/oil-markets-us-crude-stocks-global-economy-in-focus.html
Is the oil market really just tracking equities markets and equities markets are just nervous?

China tariffs on U.S. oil to pressure exports, Gulf Coast prices: traders
https://www.reuters.com/article/us-usa-trade-oil-gulf/china-tariffs-on-us-oil-to-pressure-exports-gulf-coast-prices-traders-idUSKCN1VD2B6
Would Canadian crude shipped out of the US be subject to China’s 5% tariff on US oil?

Climate change could rain on Saudi Aramco's IPO parade
https://www.reuters.com/article/us-aramco-ipo-esg-insight/climate-change-could-rain-on-saudi-aramcos-ipo-parade-idUSKCN1VA0ES
Climate change probably not the biggest risk factor for Aramco IPO - Saudi monarchy probably tops the list.