Rethinking Global Supply Chain Resiliency & Efficiency
Nota Bene Episode 80: South Korea’s Bellwether on the Pandemic Market Recovery with Paul Kim
Supply chain shortages have only recently become a trending topic industry-wide due to production issues and rising demand for many of our favorite items. This can be mostly attributed to factors such as the COVID-19 pandemic...more
I prepared this post before Ida. It might now be perceived as cynical, or unsympathetic to the plight of those affected in South Louisiana and the Northeast. Is the intensity of hurricanes exacerbated by global warming? Some...more
Find out why the cyberattack on Colonial Pipeline will have broad implications on how the energy industry defends and responds to future incidents....more
The Federal Energy Regulatory Commission (FERC or the Commission) announced during its March 18 open meeting two recent actions to promote greater use of distributed energy resources and demand response. ...more
Looking ahead, here are a few themes I think will play a role in 2021, which are a continuation or evolution of where we’ve been in 2020....more
2020 was a tumultuous year for the oil and gas industry, but there’s still reason for optimism. Originally published in The Weekly E&P Update Newsletter, December 22, 2020. ...more
Corona-Induced CO2 Emission Reductions are Not Yet Detectable in the Atmosphere - "Based on current data measured in the energy, industry, and mobility sectors, restrictions of social life during the corona pandemic can be...more
While the airline industry has benefited from a special federal stimulus loan package tied to the impact of COVID-19, the energy industry has not been as fortunate to date. Many energy companies were distressed before the...more
Exxon Mobil: Doubling Down While Facing Peak Oil Demand - "With most competitors pivoting away from upstream growth, Exxon continues to press ahead with investments despite very challenging current price environment for...more
In Washington - Democrats and Republicans continue to be in gridlock as Congress is on the cusp of the deadline on unemployment benefits. Minority Leader Charles Schumer grimly warned that that "the country is about to...more
Are the methodologies used by government agencies and data analytics companies to track DUC counts in Texas comprehensive enough to draw accurate conclusions? ...more
Big Oil repeatedly remanded to state courts - will SCOTUS come to the rescue? "Oil companies facing suits by state and local governments that want them to bear a share of the cost of responding to the consequences of...more
Gilead Sciences Inc. reports that its remdesivir virus treatment has been positively correlated with a 62% reduction in death risks compared with the standard of care in an initial analysis....more
The Federal Reserve has “temporarily restricted shareholder payouts by the biggest banks,” preventing stock buybacks and barring increases in dividend payments in the third quarter. ...more
The recent dramatic decline in oil prices was precipitated by an unprecedented drop in demand due to the COVID-19 pandemic played out against a backdrop of an already slightly oversupplied oil market. Oil prices have...more
Over the last couple of weeks oil prices have improved significantly from the historic lows of April and WTI futures prices are approximately $40/bbl for the rest of 2020. For the now, the supply/demand balance is improving -...more
El pasado 8 de junio de 2020 la Agencia Nacional de Hidrocarburos (ANH) expidió el Acuerdo 4 de 2020, por el cual se adopta la medida de diferimiento del pago del Derecho Económico por concepto de Participación en la...more
COVID-19 continues to wreak havoc on the global economy, and the oil & gas industry in particular is experiencing significant turmoil as demand has plummeted. Whether you are a company directly dealing with this economic...more
Last month, West Texas Intermediate crude dropped below $0.00 for the first time in history after weeks of low global oil demand as a result of the novel Coronavirus (COVID-19) pandemic and the Saudi Arabia-Russia price war....more
Oil & gas dealmaking has plummeted following a period of prolonged low oil prices and a steep fall in demand due to COVID-19. However, large players with strong balance sheets could still see opportunities to invest....more
Will the downstream energy sector be able to accommodate forecast increased fuel demand in a post-covid-19 world, avoiding a bullwhip effect within the supply chain in the process?...more
Industry Expert Insights - We reached out to one of our Lex Mundi partners and a well-known expert in the United Arab Emirates in the energy and legal industries to get his thoughts on the current energy climate. ...more
Find how the coronavirus (covid-19) pandemic will likely spell out a new era for the oil and gas industry. ...more