Oil Market Disruption

Oil Market Disruption This chart suggests that “the oil market can cope with a larger Saudi disruption for several months.” Picture source: Goldman Sachs Global Investment Research

Oil Prices and OPEC Market Share

Oil Prices and OPEC Market Share OPEC’s market share is falling. Interesting chart showing oil prices and OPEC market share. Picture source: Morgan Stanley Research

Major Oil Supply Disruptions

Major Oil Supply Disruptions As a reminder, disruptions in the oil market have always led to higher oil prices. Picture source: BofA Merrill Lynch Global Research

U.S. Crude Oil Production and S&P 500 Energy Sector

U.S. Crude Oil Production and S&P 500 Energy Sector The U.S. is now the largest world energy producer, but the industry’s share of the S&P 500 market capitalization collapsed. Picture source: Bloomberg