BROADCASTS.com

b'Texas Oil and Gas Podcast with Anas Alhajji - https://www.spreaker.com/episode/21676729

Crossing the Chasm - https://www.amazon.com/Crossing-Chasm-3rd-Disruptive-Mainstream/dp/0062292986/ref=sr_1_2?keywords=Crossing+the+Chasm&qid=1579620229&sr=8-2

EcoCities in China - https://www.mnd.gov.sg/tianjinecocity/progress

No turning point in sight as IMF predicts sluggish global growth
\\ufeffhttps://www.reuters.com/article/us-davos-meeting-imf/no-turning-point-in-sight-as-imf-predicts-sluggish-global-growth-idUSKBN1ZJ1H3
- Fed finally admitted that they were doing QE
- Investors concerned, why is Fed keeping economy going?
- IMF sees growth at 3.3% for 2020 which is slightly below October projections
- 2021 growth forecast at 3.4%
- Revises China\\u2019s growth upwards due to Phase One trade deal but U.S. growth not updated because of it.

Libya\\u2019s Oil Output Grinds to Halt as Berlin Peace Talks Conclude
https://finance.yahoo.com/news/libya-biggest-oil-field-starts-144025815.html?
Libya faces major oil output shutdown as export blockade begins
https://www.spglobal.com/platts/en/market-insights/latest-news/oil/011820-libya-faces-major-oil-output-shutdown-as-export-blockade-begins?
- Libya produces 1.11 mbpd according to Platts
- Export blockade, not production stoppage
- Will it end when the storage tanks are full?
- 800,000 bpd coming off the market but going into storage
- probably not a long-term issue, though Brent crude went up 1.8%

Iraqi Oil Field Halts as Reform-Driven Protests Escalate
https://finance.yahoo.com/news/iraqi-oil-field-halts-reform-212250959.html
- Al Ahdab oil field which produces 70,000 bpd was down because security guards seeking permanent oil contracts blocked access to the field
- American companies have abandoned Iraq. Will they ever return? I think not.

Saudi energy minister: We want sustainable oil prices
https://uk.reuters.com/article/saudi-oil-prices/update-1-saudi-energy-minister-we-want-sustainable-oil-prices-idUKL8N29I1C5
- March OPEC meeting looks unlikely due to lack of information
- Oil production will be at 9.744 mbpd says Saudi oil minister

McDermott International may file for bankruptcy as soon as next week
https://finance.yahoo.com/news/mcdermott-international-may-file-bankruptcy-180011083.html
- Received delisting warning on Friday, December 13th.

Why OPEC Is A Classic Cartel And Could Regain Its Power Over Oil Markets
https://www.investing.com/analysis/why-opec-is-a-classic-cartel-and-could-regain-its-power-over-oil-markets-200499152
- OPEC might not be a very effective cartel today, but its purpose is still to restrict production in order to increase prices. Just because OPEC doesn\\u2019t always do this, doesn\\u2019t mean its not a cartel.

Unplanned outages at North American refineries hit five-year high: data
https://www.businesstimes.com.sg/energy-commodities/unplanned-outages-at-north-american-refineries-hit-five-year-high-data?
- Could this impact refineries utilization in 2020?
- Could be result of delayed maintenance?

Car buyers shun electric vehicles not named Tesla. Are carmakers driving off a cliff?
https://www.latimes.com/business/story/2020-01-17/ev-sales-fizzle
- So many car makers are committing to building so many electric vehicles but who is going to buy them? Apparently not Americans. Americans aren\\u2019t interested in EVs that aren\\u2019t Tesla.
- Meanwhile Tesla\\u2019s stock is the highest ever
- How much money will car companies lose over this strategy?

Check out Ellen\\u2019s latest on Forbes:
https://www.forbes.com/sites/ellenrwald/2020/01/20/3-reasons-typical-equity-analysis-doesnt-work-for-saudi-aramco/

Ellen\\u2019s guest podcast appearance on EPLPod: http://eplpod.libsyn.com/would-it-be-cool-if-crown-prince-of-saudi-arabia-mohammed-bin-salman-bought-manchester-united

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit energyweek.substack.com'