Episode 160 - Shale can't get funding | OPEC forecasts supply deficit in August | Biden's ticking climate clock
b'Upbeat US shale sector still not primed for growth
https://www.argusmedia.com/en/news/2228807-upbeat-us-shale-sector-still-not-primed-for-growth
- lack of new capital for oil and gas investments could hamstring production in coming years.
- 1/400 investors seems willing to provide funding
Ahead of talks, OPEC forecasts point to oil supply deficit in August
https://www.reuters.com/world/middle-east/ahead-talks-opec-forecasts-point-oil-supply-deficit-august-2021-06-28/
- Is there REALLY an oil supply deficit? How much is in storage?
- OPEC will have returned 5.8 million bpd to the market of the 9.7 million bpd they took off last year.
Saudi Aramco bets on blue hydrogen exports ramping up from 2030
https://www.arabianbusiness.com/energy/465332-saudi-aramco-bets-on-blue-hydrogen-exports-ramping-up-from-2030
- $1 billion just to capture the carbon for every million tons of blue ammonia produced
Trump\\u2019s Thwarted Oil Buy Would\\u2019ve Given Biden $6 Billion Bonanza
https://www.bloomberg.com/news/articles/2021-06-25/trump-s-thwarted-oil-buy-would-ve-given-biden-6-billion-bonanza
Supreme Court rules in favor of refiners on exemptions from renewable fuel obligations
https://www.ogj.com/general-interest/government/article/14205845/supreme-court-rules-in-favor-of-refiners-on-exemptions-from-renewable-fuel-obligations
Biden\'s ticking climate clock
https://www.axios.com/biden-climate-change-ticking-clock-4ea5d1c4-aa85-402b-ba9f-2ada754af43d.html
The Dark Side of Solar Power
https://hbr.org/2021/06/the-dark-side-of-solar-power
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