Nawar Alsaadi is a principal at Semper Augustus Capital, a private investment firm with a special focus on the energy sector. He is also a contributor to the financial press and the author of "The Bull of Heaven." He currently resides in Toronto, Canada.
I started trading stocks in the late 90s, it was an exciting time; the internet was coming of age, and investors, or rather day traders,…
Norway has been hailed as a model for electric vehicles adoption with EV sales exceeding 57% of new car sales in June of this year.…
The Permian basin has been by far the largest source of production growth in the US as the field oil production grew from 1.2M barrels…
Demand growth fears have had a detrimental impact on crude prices over the last couple of days, with Brent dipping firmly under $60 a barrel…
There has been much talk lately about a potential oil glut in 2020, most notably by the IEA in their latest monthly oil report, but…
Alberta light oil producers have been decimated over the last few years, and especially so in the last nine months following the “blow up” in…
A form of cognitive dissonance seems to be taking over oil market watchers, a sort of a blind belief that US shale oil production…
The period from 2010 to 2014 witnessed the highest sustained oil price environment in recent memory, with Brent averaging $110 a barrel and WTI $95…
The rise of U.S. tight oil production over the last several years has upended the oil market and challenged OPEC’s hold on oil prices. This…
In the decades preceding the arrival of U.S. shale oil, the oil market had only one stabilizing force, namely OPEC. The reason the oil market…
A tremendous amount of digital, and real, ink has been spilled on the ongoing oil crash, much of it has been focused on U.S. shale…
Often the most important turning points in markets, and in this case the oil market, happen with a whimper rather than a bang. The ongoing…
At the outset of the 2014 oil collapse, slacking oil demand growth was often cited as a major contributor to the sharp decline in oil…
What if I told you that there was a period in history where oil demand declined by 5 million barrels per day and non-OPEC supply…