Rory Johnston

Excellent from @bencahillenergy on Russia, but *especially* great summary on state of US-Saudi/UAE relations. And I'd go even further: not only an abandonment of OPEC+'s stated goals, but a reversal of decades of demonstrated Saudi oil policy disposition

You should read the full piece and follow the author, @CollinEatonHC, whose shale reporting has been absolute fire.

🇺🇸🛢 Another great shale patch write-up via @CollinEatonHC Still hard to disaggregate the effect of cashflow discipline vs supply chain bottlenecks, but some great OFS colour below. “They’ve already got all of their available equipment out there already”

This is great work!

Interesting to read the rationale. Even more interesting that they felt the need to release such a detailed statement. Gonna be even more wary of any subsequent purchases—feels like only remaining *possible* buyers will be state-owned/wouldn’t feel the need to issue a statement

Absolutely fantastic Odd Lots episode on Russian sanctions (and sanctions theory more generally) ft the one and only @esaravalle. Lots of really interesting detail overall & so many good tidbits for oil markets impact nuance. @TheStalwart @tracyalloway

yea, that was a real solid thread.

*such* a great biography 👌🏻