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b'Perry Visits Saudi
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/121018-us-perry-pushes-for-stable-oil-supply-in-talks-with-saudi-minister-aramco-ceo

Clearly discussing more than just energy investment opportunities, probably dealing with Iran sanctions issues as well.
Perry met with Qatari oil minister, discussing increasing Qatar Petroleum\'s investments in US LNG.
Qatar is invested in US LNG export facility already.

NOPEC legislation coming?
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/120718-congress-moving-toward-passage-of-anti-opec-bill-sources
Political tool for politicians
Not likely to see it before next Congress

Forecast for oil
https://www.cnbc.com/2018/12/10/citi-forecasts-60-brent-crude-in-2019-as-opec-policy-spurs-us-output.html
Citi says production cuts from the so-called OPEC+ alliance has only delayed the inevitable
Trump, Putin & MbS are the policy drivers behind prices and yet they can\'t impact prices?
According to Citi, OPEC and OPEC+ will remain a major driver for oil prices. If the production cut deal falls apart, prices could drop into the $40s but if they increase it, they could rise to $70 or $80.

https://finance.yahoo.com/news/morgan-stanley-slashes-oil-price-180000868.html
Morgan Stanley forecasts average oil price for 2019 at $68.78 compared to Citi which is now saying $60 per barrel for Brent.

Shale break even prices
https://www.wsj.com/articles/big-fracking-profits-at-50-a-barrel-dont-bet-on-it-1543919401
breakeven price is a term that doesn\'t really mean anything. theoretical price at which some producers might make money and others won\'t
Nice to see WSJ breaking down the issues but are still guesstimating on what they are or what they even mean.
Reality is that we don\'t know what the break even is, plus WSJ is only accounting for publicly traded companies. No data on privately held companies.

France 24 The Debate
https://www.france24.com/en/20181206-debate-pressure-mbs-washington-pushes-saudi-arabia-over-yemen

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