Behind the Data
007: UAE-OPEC, reading energy headlines, Shell-ARC Resources, U. S. Steel
17:10
This is Behind the Data, where I take you behind the energy market analysis I'm publishing online.
I open with the research piece I wrote at Foundations of Energy on why the UAE is leaving OPEC now. Most of the commentary I was reading focused on what happens to oil markets after the decision, e.g. how much more the UAE will produce, how Saudi Arabia responds, what instabilities follow. All…