In this episode, David and Ryan why the oil market seems overly jittery now that it appears the market is back in balance after three years of chronic over-supply. They also discuss how super tankers co-loaded with crude from both the U.S. and Mexico have helped open up Asian markets to U.S. producers, why solar really isn’t cheaper than coal despite all the hype in the media, and celebrate the fact that Shell has now restored its full cash dividend thanks to its strengthening bottom line.
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Goldman Is Right: The Oil Market Is Overly Jittery
$60 oil means supply and demand are finding balance
U.S. Oil Owes Mexico Crude for Success as Tankers Ferry Both
The Energy Revolution Is Here: Solar Energy and Storage Now Cheaper Than Coal
Shell restores full cash dividend as it emerges from slump
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