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In-depth weekly analysis of US oil policy news from S&P Global Platts' senior editors covering the capitol. Hosted by senior oil news editors Brian Scheid and Meghan Gordon.

Capitol Crude: The US Oil Policy Podcast S&P Global Platts

    • Wirtschaftsnachrichten

In-depth weekly analysis of US oil policy news from S&P Global Platts' senior editors covering the capitol. Hosted by senior oil news editors Brian Scheid and Meghan Gordon.

    Shifting geopolitics of energy during pandemic, trade wars and supply abundance

    Shifting geopolitics of energy during pandemic, trade wars and supply abundance

    The fallout from the coronavirus pandemic and a host of other global tensions and trade conflicts brewing in recent months have heightened geopolitical risks to energy trade.
    Harvard University professor Meghan O'Sullivan shares what she sees as the top geopolitical themes likely to persist beyond the pandemic.
    O'Sullivan is the director of the Geopolitics of Energy Project at Harvard's Kennedy School of Government. She was a special assistant to former US President George W. Bush and a deputy national security adviser.
    She sees three main themes dominating: global energy abundance, the interconnectedness of oil markets and efforts to accelerate the energy transition.
    We also talked about whether a stunted US shale sector will weaken the impact of US sanctions and other foreign policy, the US' role around OPEC+ talks, and a potential decoupling of the US and China.

    • 32 Min.
    Sizing up US drilling activity and driving demand after the coronavirus crash

    Sizing up US drilling activity and driving demand after the coronavirus crash

    US oil and gas drilling has slowed to a crawl since global oil demand crashed this spring and prices tumbled with it.
    Now that WTI has crept back up into the high $30s/b and potentially above $40/b, have we seen the worst of this drilling slowdown?
    Ted Hall, a vice president at Kayrros, shares his views on current activity, bolstered by satellite and other geo-tracking. We talk about what the drilled-but-uncompleted well count means for future production and whether the US will ever return to the peak set in November 2019.
    Hall also shares Kayrros findings on how gasoline and diesel demand are recovering as commuters and long-haul truckers get back on the road after April lockdowns.

    • 15 Min.
    The future of US oil, gas production under a Biden presidency

    The future of US oil, gas production under a Biden presidency

    Rapidan Energy Group predicts sweeping changes for the energy sector if former Vice President Joe Biden beats US President Donald Trump in November.
    Biden's policies would have global implications for energy trade, altering US/China relations, the pace of Iran's oil recovery, trans-Atlantic climate action and other factors.
    In the US, a Biden White House would likely sharply limit oil and gas production on federal lands and waters, impose new climate-focused financial regulations that could restrict the industry's access to low-cost capital, and block major infrastructure projects to fulfill the campaign's climate goals.
    Bob McNally, president of Rapidan Energy Group, and Glenn Schwartz, director of Rapidan's Energy Policy Service, tell us why these changes are most likely and could have the biggest impact.
    Biden began the race for the Democratic primary as one of the most moderate candidates on energy polices but has been pushed by the progressive wing to embrace more aggressive climate actions. McNally predicts Biden will not abandon those views if he makes it to the Oval Office.

    • 10 Min.
    US shale starts to return, but how sustainable is it?

    US shale starts to return, but how sustainable is it?

    US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook?
    And how are OPEC and its allies going to view this returning US shale production as they're deciding how long to keep their massive oil supply cuts in place?
    Jason Modglin, the new president of the Texas Alliance of Energy Producers, tells us how drillers in the top US oil-producing state are weighing the market uncertainties as they start to put wells back into service.
    Shin Kim, head of oil supply and production analytics for S&P Global Platts, predicts how high oil prices can go before OPEC starts to worry about stimulating US shale.

    • 10 Min.
    What US shale will have to do to survive the demand shock and reinterest investors

    What US shale will have to do to survive the demand shock and reinterest investors

    The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund.
    Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable financial footing set it up for massive capital flight and a prolonged downturn.
    Now Waterous predicts US shale output will sink by 3 million-4 million b/d from the peak of 13 million b/d if oil prices eventually return to $55/b. He thinks sustained higher prices of at least $70/b WTI will be required to bring investors back to the US shale sector and rebuild capacity that will be lost in the next 18-24 months.
    We also talked about what will differentiate the drillers that survive this crisis and the geopolitical consequences of a diminished US oil sector.

    • 19 Min.
    Can Congress find room for fossil fuels and green incentives in stimulus talks?

    Can Congress find room for fossil fuels and green incentives in stimulus talks?

    The US House of Representatives has passed the $3 trillion HEROES stimulus package with barely a mention of the energy sector. The legislation is going nowhere in its current form after Senate Republicans dismissed it out of hand and President Trump promised to veto it.
    So where is the financial aid that the White House promised the oil and gas sector?
    Kevin Book, managing director of ClearView Energy Partners, tells us how Republicans and Democrats might find energy-sector tradeoffs to include in a future compromise stimulus package.
    We spoke about the fate of the administration's efforts to fill the Strategic Petroleum Reserve. We look at who came out ahead in the 2015 tradeoff that opened the door for US crude exports. And Kevin talks about how the November election is looming over these negotiations in Washington.

    • 23 Min.

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