Behind the Data
003: WTI-Brent Updates, Strait of Hormuz, Golden Pass LNG, and What We Ask of Energy Leaders
19:12
In this episode, I go behind some of the energy analysis I've been publishing recently.
I start with the recent surge in WTI prices past Brent, and what these price movements reveal about how stakeholders and well-capitalized entities are processing the ongoing Iran war.
Then I explore the persistent reality of capital discipline among US oil producers, and whether a prolonged closure of the…