Oil and Gas Industry

Has U.S. Oil Supply Peaked Again? Energy Experts Disagree

A week ago, the Energy Information Administration (EIA) released its latest Short Term Energy Outlook (STEO) wherein it revised its 2022 and 2023 oil production outlook. The EIA revised 2022 U.S. crude oil supply higher by 80 thousand barrels per day (kb/d) to 11.828 million barrels per day (mb/d) and crude oil supply growth for 2022 higher by 80kb/d to 574kb/d

Oil Majors Are Betting Big On Suriname

After a series of dry wells were drilled in the Guyana-Suriname Basin from the 1960s through to the 1980s, offshore Guyana and Suriname were ignored by global energy companies. Interest was reignited by ExxonMobil’s discovery of the Liza oilfield in the 6.6-million-acre Stabroek Block offshore Guyana in 2015.

Why Demand Destruction Is More Worrying Than A Supply Crunch In Oil Markets

It seems that the global economy has been in a continuous state of flux this year. The headlines are repetitive to the point of being preposterous. This uncertainty has translated into high volatility that sent the fear gauge, VIX, to a 150-day high last month. It still remains elevated (albeit down from its recent peak), with most analysts seeming to fall into one of two camps. The first is worried about recession-induced demand destruction, while the second frets over the loss of supply. While both narratives have merit, in the short term it is demand destruction rather than a supply crunch that markets will have to deal with.