George Friedman, the founder of Stratfor, and now of Geopolitical Futures has an interesting map of “new” borders in the Middle East. Should something similar or a portion of this prevail how would energy supplies and alliances change? Geopolitical Futures
Read more
No Comments
New Map for Middle East
No Comments
The Emerging Free Market in Oil
This short paper was written in August 2016 The Emerging Free Market in Oil – August 2016 What happens to a market when prices are held above the long run inflation adjusted cost for extended period of time? You get surpluses. What happens when you get surpluses? Prices decline. What happens when you get price […]
Read more
No Comments
The Saudi Marie-Antoinette
Marie-Antoinette, the wife of France’s King Louis XVI, heartlessly responded upon learning that the French population had no bread to eat, “Qu’ils mangent de la brioche”—“Let them eat cake.” For that she lost her head. Upon reading the following quote I wondered if this man is the Saudi version “We don’t care about […]
Read more
No Comments
What if?
Saudi Arabia has suggested that they will IPO a portion of Saudi Aramco . Some have suggested Aramco is the world’s largest and most valuable company. So what if one of the goals of the oil price war was to sell the IPO shares to wealthy Sunni’s at a discount valuation and then cut oil production, […]
Read more
No Comments
Middle Eastern Stock Markets
Business Insider
Read more
No Comments
Comparing Saudi Market Share of Oil
Confluence Investment Management
Read more