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Podcast

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Oilcasts

Category: Business

Last update: Thu Jul 24 22:02:28 -0700 2008

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Oilcast.com returns after its summer break with a look at the effects of Hurricane Katrina on the oil business.

This week Oilcast looks at continuing fallout from Hurricane Katrina and much more. With an exclusive look at what one major bank is saying behind the scenes, Oilcast exposes what the market really thinks.

This week Adam Porter takes a look at the way Rita could affect the oil industry. Will the consequences be as serious as predicted? Or will good luck prevail and a sell-off ensue?

This bumper 28 minute show show breaks an exclusive interview with a senior engineer from Mexican state oil company Pemex, who says "the days of the Mexican super giants are over." He claims Pemex is in the "doorway of depletion" and "in the middle of the Hubbert curve." Hear this amazing interview online now...

In a bumper 22 minute show Oilcast examines the apparent return of Chinese demand growth. Why has it happened? Why is the market ignoring it? What will it do to prices? And why was Chinese demand flat so far this year?

Why is oil being sold off? The long anticipated fourth quarter of 2005 is here and a record strength hurricane sits in the Gulf of Mexico. Yet prices still fall. Plus, who sold $1.4 billion of Exxon Mobil shares this week?

The International Energy Agency report, 'Resources to Reserves' comes under the Oilcast analysis spotlight this week. As well as a long look at 'peak oil' the report is also an interesting document, as much by what it omits as by what it contains.

In this Oilcast we look at the possible outcomes of the death of King Fahd in Saudi Arabia. We also take a look at a market so sensitive it hardly even needs any news to - once again - break record price highs.

Power cuts are now happening around the world. Have you noticed? Oilcast.com has, in China, the UK, California, New Zealand plus fuel riots in Yemen.

In this Oilcast Adam Porter takes a look at the implications for oil over the currency revaluation by China. Will it mean higher prices? Lower prices? Is it a simple straightforward conclusion or a complex one?

In this Oilcast Adam Porter takes a look at the latest falling figures from Norway, plus the effects of Hurricane Emily in Mexico.

The IEA have shocked the oil markets with predictions that have left some analysts reeling. What did they say? Whose figures are we to believe? Is this the most important piece of oil data this year? We take a good look at the figures.

In this special report we look at the events of the day from the perspective of the oil markets. A day which saw armed violence on the streets of London.

In this Oilcast Adam Porter looks at new statements by the Bank Of Montreal's Don Coxe who has taken his thoughts on a possible oil production peak to wider conclusions. Plus BP report on production, Petro Caribe comes into force, Russia clamps down on investment and prices once again near sixty dollars. But where will they go?

In this Oilcast Adam Porter uncovers the fact that in 2004 America consumed an extra 77.75 million barrels of oil on top of what had previously been reported. That is nearly a whole day's worth of global production...

In this Oilcast...Adam Porter looks at sixty dollar oil prices on the NYMEX, Shell shares, Iran's pipelines, a CINOOC man in New York and more possible OPEC production increases.

In this Oilcast Dani Gomez looks at predictions by the Cambridge Energy Research Associates. They reject 'peak oil' theory, but as Dani has found out, their forecasts have been wrong in the past. Who is right? Are 'peak oilers' mistaken?

This Oilcast looks at the way the crude market blames refiners and visa versa, we call it the 'dual market duel'. Plus Morgan Stanley's Steve Roach and Andy Xie painting a gloomy picture, seventy dollar oil predictions (by fall), China wants Unocal, Norway wants to strike and we even mention Geri Halliwell...well someone has to....

In our tenth Oilcast we look at the quarterly OPEC meeting this week in Vienna. Does the oil cartel want to avoid being viewed as the oil-movie bad guys? They reminded us that they are pumping all they can.

In Oilcast 9 we check out prices at $55 once again, the upcoming OPEC meeting, the US SPR is nearly full, Angolan deepwater and a more in depth look at the fall in annual UK output by 17% with Chris Skrebowski (not live but...).

'Saving Electricity in a Hurry' is the new report released this week by the International Energy Agency. In this Oilcast Dani Gomez comments on some of the measures they propose. How to “deal with temporary shortfalls in electricity supplies” while watching how countries like Japan are already using mass media to raise awareness among their population. Also, we look at the situation in Bolivia. A poor country with huge hydrocarbon reserves. As well as this we look at the UK's 17% annual decline in oil output, Chevron and Unocal's merger and have a chuckle with all the energy related weblogs tha

Oilcast 7 looks at the Shell Scenarios report, a French government round-up 'Oil Industry 2004' that takes a long look at 'Peak Oil' theory...plus King Fahd's secret lady friend... the rig count is down yet up...price rises could be nothing more than software and amazingly unreported anywhere else, demand outstripped supply in Q1 2005.

We look at the French investment bank Ixis-CIB report on oil pricing. They say prices could reach $380 by 2015. How? Plus Chris Skrebowski's thoughts on depletion acting as new demand, President Bush, Hugo Chavez and more...

It's swings and roundabouts. We look at the Douglas Westwood report claiming oil prices will rise dramatically, and the reasons behind the recent sharp falls in the value of crude. Plus Japan versus China, the BP blast and plenty more...

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