Latest Capitol crude Podcast Episodes
Global oil market dynamics at stake in Trump-Biden race
Capitol Crude: The US Oil Policy Podcast - September 28, 2020 07:10 - 19 minutes ★★★★ - 36 ratingsThe US presidential election could have far-reaching implications for the global oil market. Chris Midgley, global head of analytics for S&P Global Platts, takes us through the biggest potential impacts for supply, demand and price. He covers Iran sanctions relief scenarios, the outlook for...
Biden's shift on energy, climate issues ahead of November vote (Part 2 of 2)
Capitol Crude: The US Oil Policy Podcast - September 22, 2020 07:10 - 6 minutes ★★★★ - 36 ratingsIn Part 2 of our look at the US presidential candidates' evolving energy platforms, we examine how progressive Democrats have pushed former Vice President Joe Biden further left on climate and environmental policies. Glenn Schwartz, director of Rapidan Energy Group's Energy Policy Service, shares...
Trump's shifts on offshore drilling, biofuels ahead of November (Part 1 of 2)
Capitol Crude: The US Oil Policy Podcast - September 21, 2020 07:10 - 15 minutes ★★★★ - 36 ratingsIn this two-part episode, we look at how both US presidential candidates' energy platforms have evolved since the start of campaigning. They have had to respond to massive market shifts, a string of natural disasters signaling a changing climate, and waning poll numbers in key states. In Part 1, ...
Will the White House vote move the US oil production outlook?
Capitol Crude: The US Oil Policy Podcast - September 14, 2020 05:10 - 18 minutes ★★★★ - 36 ratingsHow much will November's presidential election actually influence the outlook for US oil and gas production? Artem Abramov, head of shale research for Rystad Energy, makes the somewhat contrarian case that whoever is in the White House come next year will not greatly sway US production either...
The election stakes for US natural gas pipeline permitting
Capitol Crude: The US Oil Policy Podcast - August 31, 2020 07:00 - 17 minutes ★★★★ - 36 ratingsThe November presidential election adds to risks for natural gas pipelines, which link production to demand centers but increasingly face opposition from those seeking to phase out fossil fuels. For interstate gas pipelines, the federal government remains an important gatekeeper for permitting....
How a Biden victory could influence decarbonization plans for oil and gas companies
Capitol Crude: The US Oil Policy Podcast - August 24, 2020 07:00 - 23 minutes ★★★★ - 36 ratingsA victory in November for former Vice President Joe Biden in November could influence oil and gas companies' decarbonization plans, given Biden's climate and clean energy proposals. European oil majors tend to outpace their US counterparts in terms of climate goals, likely due to the European Gre...
Predicting the next global oil shock when the world is awash in supply
Capitol Crude: The US Oil Policy Podcast - August 17, 2020 07:00 - 19 minutes ★★★★ - 36 ratingsGlobal oil supply far exceeds demand right now as the coronavirus pandemic keeps travel restrictions in place and commuters working from home. Commodities analysts Leigh Goehring and Adam Rozencwajg, managing partners of Goehring and Rozencwajg, argue that the pandemic and current oil market...
A new president for Guyana, the next non-OPEC oil giant
Capitol Crude: The US Oil Policy Podcast - August 10, 2020 07:00 - 26 minutes ★★★★ - 36 ratingsGuyana is one of the most promising new sources for non-OPEC oil production growth, and the country just emerged from a chaotic five-month election drama. Opposition leader Mohamed Irfaan Ali was sworn into office as the country's new president last week. The small South American country is home ...
US oil output returns but will be stunted by capex cuts into 2021
Capitol Crude: The US Oil Policy Podcast - August 03, 2020 07:00 - 20 minutes ★★★★ - 36 ratingsUS oil producers have started bringing some shut-in wells back online since this spring's price crash. S&P Global Platts Analytics expects the nearly all the shut-in volumes to come back by October. But US oil output will continue to decline as a result of some $41 billion in capital...
Biden victory could yield some opportunities for oil, gas sector
Capitol Crude: The US Oil Policy Podcast - July 27, 2020 07:00 - 25 minutes ★★★★ - 36 ratingsA massive regulatory shift could occur if US President Donald Trump loses the White House in November. Former Vice President Joe Biden has embraced energy and climate priorities that swing further left than many of the Obama administration’s, as evidenced by his recently announced four-year,...
How the oil wars myth continues to shape US foreign policy
Capitol Crude: The US Oil Policy Podcast - July 20, 2020 07:00 - 13 minutes ★★★★ - 36 ratingsUS President Donald Trump has used the phrase "take the oil" many times, both as a candidate to criticize previous administrations' strategies in Iraq and while in the White House when discussing Syria. The idea is rooted in the belief that countries have gone to war in the past to grab natural...
Dakota Access shutdown and the future of US midstream projects
Capitol Crude: The US Oil Policy Podcast - July 13, 2020 07:00 - 23 minutes ★★★★ - 36 ratingsLast week delivered some huge news on the pipeline front that highlights the challenges ahead for the US midstream sector and the fate of future efforts to build multi-state energy projects. First Duke Energy and Dominion Energy announced they were canceling the Atlantic Coast natural gas pipelin...
Shifting geopolitics of energy during pandemic, trade wars and supply abundance
Capitol Crude: The US Oil Policy Podcast - June 28, 2020 19:00 - 32 minutes ★★★★ - 36 ratingsThe 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 beyon...
Sizing up US drilling activity and driving demand after the coronavirus crash
Capitol Crude: The US Oil Policy Podcast - June 22, 2020 19:00 - 15 minutes ★★★★ - 36 ratingsUS 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 hi...
The future of US oil, gas production under a Biden presidency
Capitol Crude: The US Oil Policy Podcast - June 15, 2020 07:00 - 10 minutes ★★★★ - 36 ratingsRapidan 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...
US shale starts to return, but how sustainable is it?
Capitol Crude: The US Oil Policy Podcast - June 08, 2020 07:00 - 10 minutes ★★★★ - 36 ratingsUS 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 lon...
What US shale will have to do to survive the demand shock and reinterest investors
Capitol Crude: The US Oil Policy Podcast - June 01, 2020 07:00 - 19 minutes ★★★★ - 36 ratingsThe 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...
Can Congress find room for fossil fuels and green incentives in stimulus talks?
Capitol Crude: The US Oil Policy Podcast - May 18, 2020 08:30 - 23 minutes ★★★★ - 36 ratingsThe 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 Donald Trump promised to veto it. So where is the...
Are banks freezing out the US upstream over climate or economic concerns?
Capitol Crude: The US Oil Policy Podcast - May 11, 2020 22:30 - 20 minutes ★★★★ - 36 ratingsPlunging demand, collapsing prices and a reeling global economy are creating an extremely tough climate for the US upstream oil and gas sector. US Senator Dan Sullivan, Republican-Alaska, argues another factor is basically kicking the sector while it's down. Sullivan says some of the largest US...
Why US oil sector relief may require green energy dealmaking
Capitol Crude: The US Oil Policy Podcast - May 04, 2020 06:00 - 15 minutes ★★★★ - 36 ratingsUS President Donald Trump has promised relief to the ailing oil and gas sector, and it's not yet clear if the recently expanded Federal Reserve lending program is the full extent of that aid. Democrats easily blocked the administration's first attempt to help drillers in the form of buying US cru...
US refiners defend surge of Saudi crude heading for US ports
Capitol Crude: The US Oil Policy Podcast - April 27, 2020 06:00 - 17 minutes ★★★★ - 36 ratingsA surge of Saudi crude is heading for US ports, the result of the OPEC heavyweight slashing its April selling prices during the thick of its price war with Russia last month. Oil-state senators are calling on the White House to impose tariffs or other trade barriers to stop the deliveries. So far...
Sizing up oil demand recovery scenarios after a shocking spring
Capitol Crude: The US Oil Policy Podcast - April 20, 2020 06:00 - 16 minutes ★★★★ - 36 ratingsWith the world locked down for the coronavirus, global oil demand is seeing its sharpest plunge on record. Current estimates have 2020 oil demand contracting by as little as 6.8 million b/d, as predicted by OPEC, to as much as 9.3 million b/d, according to the International Energy Agency. Still...
Has Trump found religion on low oil prices?
Capitol Crude: The US Oil Policy Podcast - April 13, 2020 06:00 - 18 minutes ★★★★ - 36 ratingsPresident Donald Trump once saw gasoline prices below $1/gallon one of his greatest assets in his re-election campaign, but low oil prices have pushed US shale and American energy dominance to the brink of collapse and his views have changed. On this week's podcast, Bob McNally, president of...
OPEC returns as US price punching bag, but can any cut reverse price collapse?
Capitol Crude: The US Oil Policy Podcast - April 06, 2020 06:00 - 15 minutes ★★★★ - 36 ratingsOPEC, primarily Saudi Arabia, has found blame for the recent price collapse, with calls from the US Congress for tariffs, import bans and sanctions. To start this week’s Capitol Crude, Senator Kevin Cramer, a North Dakota Republican, talks about his views on how the Saudis are trying to...
Oil-state senators tell Trump to turn up pressure on Saudi/Russian price war
Capitol Crude: The US Oil Policy Podcast - April 01, 2020 21:00 - 17 minutes ★★★★ - 36 ratingsUS lawmakers from oil-producing states are trying to increase pressure on the White House to do something to help drillers getting hammered by plummeting prices -- from aggressive diplomacy to banning crude imports. We spoke with US Senator Lisa Murkowski, chairman of the Senate Energy and Natura...
With oil demand in free fall, Trump administration has few answers for US shale
Capitol Crude: The US Oil Policy Podcast - March 30, 2020 06:00 - 16 minutes ★★★★ - 36 ratingsThe consequences of this will likely last years. In the midst of a price war, global oil demand is in a free fall. The spread of the coronavirus has left 3 billion people worldwide unable to get on a plane, drive to work or go anywhere, really, at all. In response, global oil demand is plummetin...
A price collapse breaks a fragile US shale sector -- can it be fixed?
Capitol Crude: The US Oil Policy Podcast - March 23, 2020 07:00 - 9 minutes ★★★★ - 36 ratingsAs oil prices dipped to levels not seen in nearly two decades, US shale operators slashed budgets and rig counts and braced for a hellish few months, if not years. Is even a modest price rebound possible in the near term? Will Saudi Arabia and Russia return to talks over a new supply cut? Has th...
Will Trump's plan to fill the SPR be enough of a lifeline for US producers?
Capitol Crude: The US Oil Policy Podcast - March 20, 2020 01:00 - 11 minutes ★★★★ - 36 ratingsUS Energy Secretary Dan Brouillette joined Capitol Crude hours after his department announced it was seeking an initial 30 million barrels of US crude oil to store in the country's emergency stockpile. This is part of President Donald Trump's pledge to fill the Strategic Petroleum Reserve "right...
US crude exports in the crosshairs of plunging oil demand, global supply glut
Capitol Crude: The US Oil Policy Podcast - March 16, 2020 03:50 - 25 minutes ★★★★ - 36 ratingsThe fallout from the coronavirus and the collapse of the OPEC+ supply cut agreement have dealt US shale producers a massive blow. How the sector ultimately fares might depend on where US oil exports are headed. US crude exports climbed above 4 million b/d in the last week of February, but will th...
If the US no longer needs Saudi oil, does it need Saudi Arabia?
Capitol Crude: The US Oil Policy Podcast - March 09, 2020 06:00 - 25 minutes ★★★★ - 36 ratingsThe relationship between the US and Saudi Arabia is ... complicated. For decades, the US has depended on the Saudis for crude oil exports and the Saudis have depended on the US for military protection. But US shale oil growth has changed all that. On this week’s Capitol Crude, Ellen Wald...
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