The commodities to buy are: gold, lead, cocoa, rice, sugar, oil, gas.
Month: December 2022
Oil and Gas Decline Rates
Where is shale oil and gas coming from?
Novilabs shows the decline rates for oil and gas.
Permian oil:
Permian gas:
Eagle Ford oil:
Eagle Ford gas:
Bakken oil:
Bakken gas:
Haynesville gas:
AECO Vs. HH natural gas
How to spot a bull market in natural gas
Canadian Oil and Gas Decline Rates
Russia oil exports collapsing
Global oil product inventory flat
LNG Price Cap
Oil well productivity peaked – Break even prices rise
Oil well productivity peaked.
EOG resources well productivity:
Oil break-evens are rising.
Gas breakevens are around $4/mcf.
Leading to oil and gas production peaking.
Permian production is peaking.
Seismic activity Permian basin
Another headwind to oil production.