OPEC+ is out of spare capacity - May 13

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dan_s
Posts: 37326
Joined: Fri Apr 23, 2010 8:22 am

OPEC+ is out of spare capacity - May 13

Post by dan_s »

OilPrice.com: OPEC+ Misses The Mark Yet Again.
Dragged down by plummeting Russian production, continuous underperformance in Angola and Nigeria, and port disruptions impacting Kazakhstan, the collective output of OPEC+ countries was 2.7 million bpd below the targeted level for April, marking the worst month in terms of production discipline in the oil group’s post-pandemic history.

Biden can beg OPEC for more oil, but they are out of any spare capacity that can be quickly added to global supplies. Saudi Arabia and UAE have some, but not enough to offset declines from other cartel members.

I cannot stress enough how important it is for America to get more diesel. Distillate inventories (mostly diesel) are 23% below the 5-year average. If we are forced to ration diesel, it will be a major blow to the U.S. economy. This country runs on diesel.
Dan Steffens
Energy Prospectus Group
Fraser921
Posts: 3240
Joined: Mon Mar 22, 2021 11:48 am

Re: OPEC+ is out of spare capacity - May 13

Post by Fraser921 »

Biden won't allow drilling in Alaska.

On one of the earnings calls (forgot which one) the ceo said Colorado was hanging them up on permits, so they more of less said screw it, and move the capx dollars somewhere else

The gov.of Michigam is trying to shut down a 70 year pipe that is bringing propane to upper Michigan

And the lame idiots want to blame everyone but themselves
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