Our View

Will OPEC Sign Its Death Warrant?


If the OPEC+ members cut production to sustain prices at current levels or raise them, they could be signing their death warrants. Read more here.

Graph of the Week/IMO 2020 Watch™

Our GOTW compares the prices China pays for coal and natural gas. See the 12/2 Notes at the Margin for more on this.


To view the latest IMO 2020 Watch™, click here.

Dominating the Energy Dominator; OPEC+'s Next Step (December 2, 2019) -- Many of those following the industry likely believe the key event for it and the world economy in December will be the meeting in Vienna on December 4. They are wrong.

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