US grid, energy stocks, oil prices, rig count, US-China
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US grid, energy stocks, oil prices, rig count, US-China
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À propos de cet audio
In this episode of Energy Research Brief, we cover the following topics:
- The US power grid has seen waves of buildouts, from coal and nuclear, to natural gas, and now solar and batteries
- So far this year, stock prices for natural gas E&Ps and refiners are way up. Oilfield services? Not so much
- With oil prices down $10 per barrel, I’m curious if any E&Ps remade their hedge books
- The DNOW-MRC combination shows consolidation is reaching far beyond E&Ps
- As of this week, the number of US drilling rigs targeting oil is at nearly a four-year low
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