David Messler

Latest articles from David

• The U.S. Shale Patch Is Facing A Plethora Of Problems

  Published 02 May 2022 | viewed 34,958 times

  There is a fairly blithe assumption in government circles that shale production can be raised at will. That assumption is about to be put to…

• Which Oil Giant Stands To Lose The Most In The Exodus From Russia?

  Published 12 April 2022 | viewed 8,480 times

  Executing a plan some eight years in the making, Russia invaded Ukraine at the end of February 2022. So savage, and indiscriminate was this attack…

• Why A Windfall Profit Tax Would Be A Disaster For U.S. Oil

  Published 14 March 2022 | viewed 20,252 times

  The Biden administration has made no secret of their disdain for traditional energy sources that derive from petroleum sources, favoring instead, so-called “green energy” alternatives.…

• Some Much Needed Substance On The Russian Oil Debate

  Published 09 March 2022 | viewed 23,856 times

  Events occur in the energy market almost too fast to properly catalog these days. The torrent of information is cacophonous as one dire prediction for…

• Why Aren’t Wind Stocks Soaring?

  Published 23 February 2022 | viewed 10,539 times

  Offshore wind farms are proliferating around the world in pursuit of the shift to clean energy. Viewed almost as perpetual motion machines, virtually every country…

• Could This Be The Last Great American Oil Boom?

  Published 08 February 2022 | viewed 14,786 times

  Recently, ExxonMobil, (NYSE:XOM), and Chevron, (NYSE:CVX) announced their intention to sharply ramp up production in their shale output by about 25% this year. The companies…

• Four Stocks To Watch As U.S. Shale Production Struggles

  Published 19 January 2022 | viewed 19,674 times

  The signs are emerging that the era of cheap and widely available energy is drawing to a close. Around the world, people are discovering that…

• This Oilfield Service Company Is Pivoting To Battery Tech

  Published 03 January 2022 | viewed 5,003 times

  The decline of the oilfield service sector (OFS) due to reduced activity in the past few years have required companies participating in this space to…

• A Shale Comeback Could Be On The Cards In 2022

  Published 14 December 2021 | viewed 9,580 times

  WTI and Brent proved how closely tied oil prices are  to perceptions about the economic recovery over the last couple of weeks. For a time…

• Could An Energy Crunch Lead To A Worldwide Financial Crisis?

  Published 16 November 2021 | viewed 15,852 times

  There is a case that can be made that the present day liquidity profile and reduced capital investment in upstream sources for new supplies of…

• Why U.S. Shale Won’t Go To War With OPEC+

  Published 08 November 2021 | viewed 13,769 times

  For years, the Kingdom of Saudi Arabia’s economy has suffered from low oil prices. Since 2014 when it increased supplies to try and break American…

• What A Global Energy Crisis Means For North American Stocks

  Published 14 October 2021 | viewed 13,980 times

  Let’s imagine that a few years ago in early 2014 that Vladimir Putin had tossed a coin in a wishing well and asked for a…

• The Oil Major Primed To Profit In The Permian

  Published 04 October 2021 | viewed 13,061 times

  The Euro majors have been shrinking their legacy high carbon portfolios to transition their product mix to meet the lower carbon climate goals of the…

• The Dangerous Rally In Natural Gas Prices

  Published 20 September 2021 | viewed 51,645 times

  There is a buzz in the gas market, the likes of which has not been seen for a number of years. In the space of…

• Why U.S. Shale Companies Are So Undervalued

  Published 10 September 2021 | viewed 7,778 times

  In search of higher prices, shale oil producers have reined in upstream capex over the last couple of years. Before 2019 they were focused on…

• How To Capitalize On Guyana’s Oil Boom

  Published 30 August 2021 | viewed 11,052 times

  The oil market has come through some tough sledding the last 6-8 weeks as doubts about the commitment of OPEC+ to the newly agreed output…

• The Dawn Of A New Era In Deepwater Drilling

  Published 11 August 2021 | viewed 14,506 times

  A new era in deepwater drilling is about to begin. With the sanctioning of the Anchor project super-major operator, Chevron, NYSE: CVX) signaled that it…

• Shale Giants Hit Hard By Poor Hedging Decisions

  Published 02 August 2021 | viewed 16,108 times

  The lack of growth in shale production, currently inching higher but primarily from DUC- Drilled but Uncompleted wells, has been largely attributed to capital discipline.…

• What's Next For Oil After The New OPEC+ Deal

  Published 19 July 2021 | viewed 18,273 times

  The recent OPEC+ meeting ended with an agreement that would gradually increase the cartel’s monthly production until in late 2022 all of the 9.7 mm…

• Oil Prices Still Have Room To Run

  Published 07 July 2021 | viewed 11,666 times

  At mid-year 2021 we find that we are in an unsettled state with respect to crude supplies. Of the three largest contributors to global supply,…