RARE PETRO Podcast RARE PETRO Podcast

Skewed inventory data, aggressive new regulations for NM, and Chinese drops in output.

Pushback on conservation efforts, increased price of energy for Asian buyers, and Russia's leverage over Turkey.

Tumbling commodities, growing trends of resource nationalization, and Germany's decision to embrace emissions.

Anthony and Tavis discuss a record-setting spread, the foolishness of the Permian crackdown, and the possibility of 0 frac growth for 2022.

References:
https://www.rigzone.com/news/wire/opec_will_struggle_to_balance_supply_and_demand_in_2023-18-jul-2022-169669-article/

https://oilprice.com/Latest-Energy-News/World-News/Brent-WTI-Spread-Widens-To-Over-8-As-US-Gasoline-Demand-Slows.html

https://oilprice.com/Geopolitics/International/Uncertainty-Over-Russian-Gas-Supply-Threatens-EU-Cohesion.html

https://www.msn.com/en-ca/news/canada/province-blasts-feds-over-target-for-fertilizer-emissions/ar-AAZSGTN

https://oilprice.com/Energy/Energy-General/Halliburton-Warns-Significant-Frack-Growth-May-Be-Impossible-This-Year.html

https://www.worldoil.com/news/2022/7/21/biden-crackdown-on-permian-pollution-to-curb-crude-output-industry-warns/

A spread for the record books, diminished gas deliveries, and Trudeau's inability to recognize the pattern.

Anthony and Tavis discuss some violent news, a looming copper shortage, and the energy policy environment in the states. It's a Wacky World!

Don't forget to check out our featured article:
https://rarepetro.com/dr-copper-an-oil-price-indicator/

References:
https://oilprice.com/Energy/Crude-Oil/Saudi-Arabia-Reveals-Oil-Production-Capacity-Limits.html

https://www.rigzone.com/news/ships_seized_in_mariupol-13-jul-2022-169626-article/

https://www.cnbc.com/2022/07/14/copper-is-key-to-electric-vehicles-wind-and-solar-power-were-short-supply.html?__source=iosappshare%7Ccom.hammerandchisel.discord.Share

https://oilprice.com/Energy/Energy-General/Armed-Guards-Raid-Libyan-National-Oil-Company-As-Political-Shakeup-Escalates.html

https://oilprice.com/Latest-Energy-News/World-News/Militias-Armed-And-Ready-As-Libyas-New-NOC-Lifts-Oil-Blockade.html

https://oilprice.com/Energy/Crude-Oil/Biden-Fails-To-Secure-Firm-Pledge-From-Saudis-For-Oil-Production-Boost.html

https://www.huffpost.com/entry/gas-price-joe-biden-energy-coordinator_n_62d52eb9e4b092a3f6be3dfe?ref=upstract.com&curator=upstract.com

https://oilprice.com/Latest-Energy-News/World-News/Bidens-Energy-And-Climate-Bill-Could-Be-Dead-In-The-Water.html