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Trump’s Russia threat rings hollow
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
Trump energy policies and changing consumer trends to upend oil supply and demand
California refiners dreaming of heyday
US downstream sector in key state feels the pain of high costs, an environmental squeeze and the effects of broader market trends
Mars attacks US oil industry
Crude quality issues are an often understated risk to energy security, highlighted by problems at a key US refinery
Bakken oil output may hold its ground
While oil prices will determine the trajectory of the key US shale patch, regulation and technological shifts are also likely to shape direction longer term
US, Russia and China circle the Arctic
The strategic importance of vast untapped oil and gas reserves and key shipping routes has come in from the cold
Trump creates new risk dynamic
US policies may have lasting effects in sectors such as energy, that rely on predictable rules and long-term planning
Momentum builds for Alaska LNG
Asian and European interest gathers pace as Trump throws his weight behind frontier state
Letter from the US: Energy needs require a rethink
Tariffs, AI, critical minerals and emerging markets all raise fundamental policy questions
Lower oil prices fuel US driving season
US gasoline consumption is at its highest level since before COVID, but while stocks remain healthy, the hurricane season threatens
US Shale
Charles Waine
27 September 2020
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No recovery in sight for US shale

Barrels may have returned to the market, but lack of drilling and bearish conditions will likely see production fall sharply across Q4

The US shale patch is primed for a steep production decline in the fourth quarter that will likely spill over into 2021, the result of a lack of drilling and increasingly wary producers. WTI again fell below $40/bl in late September on fears that a second global wave of Covid-19 infections could further stall economic recovery. Curtailed production from earlier in the year has now almost entirely returned to the market. But the sector’s recovery looks limited given hefty capex cuts, a focus on capital discipline and  the lack of motivation that continuing low prices will engender.    Well completions and frack spreads have plunged through 2020. “The current frack spread is at 89, down by c.7

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Trump’s Russia threat rings hollow
24 July 2025
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
24 July 2025
Trump energy policies and changing consumer trends to upend oil supply and demand
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24 July 2025
Despite significant crude projections over the next five years, Latin America’s largest economy could be forced to start importing unless action is taken
India ready for turbulent times
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The country’s energy minister explains in an exclusive interview how the country is taking a pragmatic and far-sighted approach to energy security and why he has great confidence in its oil sector

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