Energy Links

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Saudia Arabia’s Oil Strategy (Business Insider) Finding Value in the Oil Sector (Valuewalk) Why US output continues to rise as prices fall (Bloomberg) Conventional Wisdom on Oil is Always Wrong (538) Oil Investor bet wrong on bottom (Bloomberg) Great Primer on NGL Frac Spread (Energy Harbinger) Rig Count Drops, Oil Companies Employment to decline and here (Calculated Risk) This time is different …

Another Energy Roundup

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The Mexican Revolution but see Mayhem in Mexico City More on oil prices, here, here, and here COP sees progress in Africa Lifting the US energy export ban Shale economics Middle East can’t win price war Jeremy Grantham – Beginning of the End of the Fossil Fuel Revolution What bourbon producers can teach the oil industry The Keystone XL pipeline …

Energy Links

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Goldman says expect crude to fall to $70 America’s BTU Balance Sheet ($ Decline no longer huge economic boost) Boone Pickens tells US companies – stop drilling the pace of technological innovation is pricing oil, not Saudi supply Oil will tumble to $70 says new ‘bond king’ and analyst predicts $70 crude The bear case on the US oil boom …