Tagged With Philip K. Verleger
Letter from the US: OPEC+ faces US merger threat
16 October 2023
The ‘megaproducers’ on the rise following ExxonMobil deal will be less susceptible to OPEC pressure
Markets facing distillate squeeze
7 September 2023
Crude production cuts and refinery outages mean high prices are looming for heating oil and diesel this winter, and greater shale output will do little to help
US SPR squeezes Saudi economy
21 August 2023
Action by consuming governments has shown they can significantly affect oil prices and put a spoke in OPEC’s wheels
E&P investment becoming mission impossible
16 June 2023
Oil price volatility and the high cost of hedging mean putting money into exploration and production is unaffordable for all but the largest players
US gasoline myth masks bloated oil stocks
19 May 2023
Grim outlook for refining margins as high interest rates blunt gasoline consumption
Letter from the US: Financial contagion and the oil industry – What, me worry?
31 March 2023
Banks’ stricter lending policies will force refiners and marketers to hold fewer stocks, putting a squeeze on the oil industry
Letter from the US: The bigger they are, the harder they fall
16 March 2023
The oil industry is facing the same kind of seismic shift in consumption that rocked telecommunications with the arrival of the cellphone
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