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Home > Energy Week > Episode 68 - OPEC Reductions | Treasury Department | Libertad? | Tesla, VW, Tesla, and you
Podcast: Energy Week
Episode:

Episode 68 - OPEC Reductions | Treasury Department | Libertad? | Tesla, VW, Tesla, and you
Category: Government & Organizations
Duration: 00:41:27
Publish Date: 2019-05-21 08:47:17
Description: IMO 2020 "best ever" from Energy Week: https://www.spreaker.com/user/9550540/energy-week-65 Saudi energy minister suspects Iran exports more oil than market believes https://www.spglobal.com/platts/en/market-insights/latest-news/oil/051919-saudi-energy-minister-suspects-iran-exports-more-oil-than-market-believes - Most interesting point to come out of the recent OPEC JMMC meeting. Al Falih believes here is more Iranian oil on the market - Could this impact the decision that OPEC/OPEC+ makes in June? It could also be a reason to support the rollover of the production restraint agreement Iran's crude exports slide to 500,000 bpd or less: sources https://www.reuters.com/article/us-iran-oil-exports/irans-crude-exports-slide-to-500000-bpd-or-less-sources-idUSKCN1SN2G4 - This could be what Falih was talking about at the JMMC meeting, or he might be smaller operations. - Iran has plenty of stored oil near China that it can access that was exported there last year but didn’t clear customs. Who gets Venezuela's oil? https://www.cnn.com/2019/05/16/americas/venezuela-oil-debt-opinion-intl/index.html - Russia and China (which are receiving debt payments in oil) are interested in keeping Maduro in power so they can receive their debt repayments - If Maduro is overthrown will the debt be cancelled out? IMO 2020 Insights: check it out! Volkswagen’s New Battery Plant Could Be A Game Changer In Electric Vehicle Strategy https://www.forbes.com/sites/ellenrwald/2019/05/15/volkswagens-new-battery-plant-could-be-a-game-changer-in-electric-vehicle-strategy/#23ce37e51df7 - the more companies making electric vehicle batteries, the more potential there is for battery innovation - this is a limited factor for electric vehicle adoption, but perhaps if more people are making proprietary batteries there will be innovation. Tesla Falls as Analyst Says Company Facing ‘Code-Red Situation’ https://finance.yahoo.com/news/tesla-falls-analyst-says-company-135920655.html - Tesla stock went below $200 and analyst called Tesla in a code red situation - The problem, he said, is that Musk is focused more side projects like insurance and robotaxis instead of trying to build demand for the Model 3. - Could this be just a regular correction? Where should Tesla stock really be valued?
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