David Messler

Latest articles from David

• It’s Too Late To Avoid A Major Oil Supply Crisis

  Published 17 June 2021 | viewed 95,300 times

  There are a number of observable trends in oil supplies and by extension prices, presently. I am going to discuss one of them in this…

• Is This The Beginning Of The End For Oil Super Majors?

  Published 08 June 2021 | viewed 10,621 times

  Energy-oriented investors could not fail to have taken note of the decision that came down in the Dutch court against Shell, (NYSE:RDS.A), (NYSE:RDS.B), last week. This decision…

• How Qatar Plans To Dominate LNG Markets

  Published 10 May 2021 | viewed 7,368 times

  LNG has been discussed as being in an under-supplied state in the late 2020s. Bloomberg has projected a demand forecast in the range ~600 mpta,…

• The King Of Oilfield Services Is Back In A Big Way

  Published 13 April 2021 | viewed 35,494 times

  It is no secret that the reflation in oil prices, WTI and Brent, above $50.00/bbl in the last six months has been a boon to…

• The Iran-China Axis Is A Fast Growing Force In Oil Markets

  Published 23 March 2021 | viewed 17,604 times

  One of the things that doesn't get a lot of discussion in the press is the under-the-table relationship Iran and China have had when it…

• Why U.S. Shale Production Remains Stubbornly High

  Published 10 March 2021 | viewed 22,981 times

  I have written on shale production in the U.S. a number of times over the past couple of years for OilPrice. My expectation that shale…

• This Commodity Super-Cycle Could Be Unlike Anything We’ve Seen Before

  Published 17 February 2021 | viewed 27,332 times

  Commodity prices have been on the rise since late in the 3rd quarter of 2020. Signs that the global economy would rebound faster than anyone…

• How Much Higher Can Oil Prices Go?

  Published 10 February 2021 | viewed 52,481 times

  Oil prices have rallied back to the point they are almost ready to match pre-Covid levels. There are two key drivers for this miracle, which…

• How High Will Oil Prices Go This Year?

  Published 03 February 2021 | viewed 78,073 times

  Introduction This week we hit some milestones in the year-long recovery from the oil demand crash of 2020. West Texas Intermediate, (WTI) hit and moved…

• Why Oil Will Keep Rising In 2021

  Published 14 January 2021 | viewed 106,655 times

  We have seen strong moves higher in the key crude oil benchmarks-WTI, and Brent, in the last several months. This was initiated by the advent…

• Why A Fracking Ban Won’t Kill U.S. Shale

  Published 12 January 2021 | viewed 13,418 times

  One of the things that had the oil industry worried about a Biden administration was his opposition to fracking, and his promise to ban it…

• The Future For Natural Gas Is Far From Certain

  Published 07 January 2021 | viewed 12,857 times

  Natural gas seems to be locked in a range that prevents it from being truly economic across the demand cycle. As you can see from…

• Why Warren Buffet Is Betting Big On Oil & Gas Pipeline Companies

  Published 14 December 2020 | viewed 61,089 times

  It’s been a tough year for energy pipelines that carry oil and gas from source points to distribution and export terminals. In recent weeks, along…

• Oil Markets Are Finally Ready To Recover

  Published 07 December 2020 | viewed 27,344 times

  The oil markets have staged a dramatic rally since early November, with WTI breaking out of a range between the high $30’s and low $40’s…

• The Permian Oil Stock That Markets Are Overlooking

  Published 12 November 2020 | viewed 11,666 times

  Matador Resources, (NYSE: MTDR) is a small Permian oil driller that doesn’t get a lot of coverage, taking a back seat to some of the…

• Oil Prices Are Set To Go Higher Next Year

  Published 04 November 2020 | viewed 34,012 times

  As predicted, a second wave of COVID-19 is wreaking havoc on the world economy with many European nations contemplating new shut downs. It looks like…

• Another Permian Giant May Be Forced To Consolidate Or Die

  Published 22 October 2020 | viewed 42,934 times

  One by one they are starting to fall. The long predicted consolidation wave in U.S. shale players, particularly those with assets in the Permian stacked…

• Is U.S. Shale Finally Bouncing Back?

  Published 13 October 2020 | viewed 10,254 times

  As the oil price dropped through the first and second quarters of this year, oil companies closed in wells and laid off drilling and fracking…

• Oil Markets Brace For Tough End Of Year

  Published 05 October 2020 | viewed 16,240 times

  The worsening demand picture for oil and derivatives finally squashed the $40 WTI price last week. There were just too many negatives hitting at the…

• Do Canadian Oil Drillers Still Have Some Potential?

  Published 28 September 2020 | viewed 3,618 times

  This company presents a good opportunity for investors with a minimum of risk, with exceptions as noted. Enerplus, (NYSE:ERF) is a Canadian driller with a…