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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're in an 'unusually pivotal' moment in energy markets, policy and geopolitics: Rapidan EnergyBob McNally, Rapidan Energy president, says "it's hard to find a recent time when so many things were changing at the same time."
Persons: Energy Bob McNally Organizations: Energy, Rapidan Energy
$100 oil could be the October surprise no one wanted
  + stars: | 2024-10-03 | by ( Matt Egan | ) edition.cnn.com   time to read: +7 min
New York CNN —The Middle East is in chaos, and the oil market is remarkably calm about it. The chill reaction in the oil market reflects a boy-who-cried-wolf mindset that has set in. Even just two years ago, oil prices skyrocketed to $130 a barrel in March 2022 after Russia invaded Ukraine. Oil prices skyrocketed in 2019 when Saudi oil facilities were damaged in an attack that US officials blamed on Iran. A disruption in the Strait of Hormuz could send oil prices above $100 a barrel, according to ClearView.
Persons: , Bob McNally, , It’s, McNally, George W, Bush, Israel, ” Helima, Joe Biden, Croft, internationalize, Kevin Book, ClearView, it’s, Biden Organizations: New, New York CNN, Investors, Rapidan Energy Partners, Israel, RBC Capital Markets, CNN, CIA, ClearView Energy Partners, International Energy Agency, RBC, Strategic Petroleum Reserve, Citigroup, Citi Locations: New York, Iran, China, OPEC, Saudi Arabia, Russia, United States, ” Helima Croft, Ukraine, Israel, Saudi, Strait, Hormuz, Riyadh, Persian
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Rapidan Energy Group's Bob McNallyBob McNally, Rapidan Energy Group founder, joins 'Power Lunch' to discuss the tensions in the Middle East impact on oil stocks, the surge in the sector and more.
Persons: Bob McNally Bob McNally Organizations: Rapidan Energy, Rapidan Energy Group
The expanding war in the Middle East, however, has reached a new boiling point as Israel has vowed a "painful" response to Iran's attack. The government of Prime Minister Benjamin Netanyahu could take aim at the Islamic Republic's oil infrastructure in retaliation, geopolitical and crude market analysts say. "The next turn in this retaliation spiral may very well involve oil – via the degrading of Iran's oil capacityor Iran's proxies attacking oil and gas shipping from the Persian Gulf," Piper Sandler analysts told clients in a Wednesday research note. If Iran's oil exports of around 1.8 million bpd were taken offline, prices would likely jump by at least $5 per barrel, McNally said. An escalation on this scale could send oil prices higher in increments of $10 per barrel, the analyst said.
Persons: Ali Mohammadi, Benjamin Netanyahu, Helima Croft, Jack Jacobs, Jacobs, Croft, Piper Sandler, Bob McNally, McNally Organizations: Persian Gulf, Bloomberg, Getty, OPEC, RBC Capital Markets, U.S, Army, Rapidan Energy Locations: Bandar Abbas, Iran, Israel, China, Persian
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil and gas assets will have a multi-year boon cycle, says Rapidan's Bob McNallyBob McNally, Rapidan Energy Group founder, joins 'Power Lunch' to discuss the tension in the Middle East impact on oil stocks.
Persons: Bob McNally Bob McNally Organizations: Email, Rapidan Energy Group
U.S. crude oil prices drifted lower Tuesday as the risk of rising supply from OPEC+ overshadows a dramatic escalation of the war in the Middle East. Israel has dispatched ground forces into southern Lebanon after pounding the Iran-backed militia Hezbollah with airstrikes for days, eliminating much of the group's leadership. For now, traders remain focused on weak demand in China and the prospect of OPEC+ producing more oil starting in December, Croft said. Here are Tuesday's energy prices at 8:43 am ET:OPEC leader Saudi Arabia might be prepared to allow more oil back onto the market to pressure members such as Iraq with lower oil prices, said Bob McNally, president of Rapidan Energy. Saudi has become increasingly frustrated with Iraq producing more crude than then their production targets, McNally said.
Persons: we've, Helima Croft, CNBC's, Croft, Bob McNally, McNally Organizations: RBC Capital Markets, Rapidan Energy, Saudi Locations: East, Israel, Lebanon, Iran, China, Saudi Arabia, Iraq
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil prices could be on a trajectory to $60 per barrel or below: Bob McNallyBob McNally of Rapidan Energy Group says that Iraq and Kazakhstan not participating in collective supply management measures could lead to a collapse in oil prices if OPEC+ decides to "sweat" the producers.
Persons: Bob McNally Bob McNally Organizations: Bob McNally Bob McNally of Rapidan Energy Group Locations: Iraq, Kazakhstan
So why were Vice President Kamala Harris and former President Donald Trump talking so much about expanding oil production during Tuesday night’s debate? Fossil fuel will be dead,” Trump said. For all the candidates’ talk of promoting fossil fuel production, it’s not clear that America needs drastically more oil. US oil production has already spiked to a record of 13.4 million barrels per day, according to weekly federal data. So it would likely take an extreme — or calamitous — event to get gas prices back below $2.
Persons: Kamala Harris, Donald Trump, Harris, fracking, Biden, Trump, they’ll, ” Trump, Andy Lipow, he’s, It’s, it’s, Lipow, , Bob McNally, doesn’t, McNally, George W, Bush, , America Organizations: CNN, Senate, Lipow Oil Associates, AAA, Rapidan Energy, US Energy Information Administration, Travel Locations: America, United States, Pennsylvania, OPEC, China
Andy Lipow, president of consulting firm Lipow Oil Associates, expects that another nine states will join the sub-$3 list in the next two weeks. “Gas prices, after two-plus years of sizzling because of outside factors like Covid and Russia, are finally coming back into balance,” said De Haan. The accelerating drop in gas prices should help ease financial pressure on consumers and contribute to the cooling inflation rate. Some economists say gas prices will likely be a deciding factor, and lower prices will favor the current administration. ‘Panic and fear’ at OPECAnalysts told CNN that this trend of lower gas prices is likely to continue, despite the shift in strategy from OPEC+.
Persons: Andy Lipow, Patrick De Haan, , De Haan, Kamala Harris, , ” Lipow, Bob McNally, McNally, George W, Bush, Trump, We’re, ” Trump, Tom Kloza, Kamala Harris ’, CNN’s Chris Isidore Organizations: New, New York CNN, AAA, Drivers, Lipow Oil Associates, CNN, , Federal Reserve, OPEC Analysts, Rapidan Energy Group, OPEC, Trump, Oil Price Information Service Locations: New York, Texas , Kentucky, Kansas, OPIS, Russia, Arizona, Nevada, Georgia, OPEC, China, United States, Saudi Arabia, Ukraine, America
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy market expects some escalation of geopolitical conflict, says Rapidan Energy's Bob McNallyBob McNally, founder & president at Rapidan Energy Group, joins CNBC's 'Closing Bell' to discuss energy market outlooks, what's behind the crude selloff, and more.
Persons: Rapidan, Bob McNally Bob McNally Organizations: Email Energy, Rapidan Energy Group
Brent futures topped the $80-per-barrel-threshold on Wednesday, as Iran's claim that Hamas political leader Ismail Haniyeh was assassinated reignited tensions in the Middle East. The Ice Brent contract with September expiry were trading at $80.32 per barrel at 09:45 a.m. London time, up by 2.15% from the Tuesday close price. Oil gained ground amid exacerbated hostilities in the oil-rich Middle East region, where Israel has been fighting Iran-backed Palestinian militant group Hamas since the latter's terror attack in October. The Jewish state's decision to carry out a retaliatory campaign in the Gaza Strip has since broadened the conflict, with Israel trading fire with other Iran-supported factions, such as Lebanon's Hezbollah and Yemen's Houthi. "But now we're moving into a phase of deterioration into the Middle East that we believe is going to capture oil traders' attention and get them to return some material risk premium into the price of Brent.
Persons: Brent, Ismail Haniyeh, Ice Brent, Yemen's, Israel, Ayatollah Ali Khamenei, Clay Seigle, Emily Tan Organizations: Ice, Hamas, Revolutionary Guard, Republic News Agency, CNBC, Israeli Ministry of Foreign Affairs, Minister's Office, Rapidan Energy Group Locations: London, Israel, Iran, Gaza, Tehran, Iran's, Ukraine, Brent
Rapidan Energy Group discusses oil market outlook
  + stars: | 2024-07-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Phase of deterioration' in Middle East will capture oil traders' attention: Rapidan Energy GroupClay Seigle of Rapidan Energy Group discusses the outlook for oil markets.
Persons: Clay Organizations: Rapidan Energy, Rapidan Energy Group Locations: Middle East
CNN —In the first week of a new Trump administration, President Joe Biden’s climate wins would get put through the shredder. “He has said he’s going to come back with a vengeance,” former US special climate envoy John Kerry told CNN. He has railed against Biden’s climate policies at rallies and derided clean energy, vowing to push America back to fossil fuels. He has openly courted the oil industry at fundraising events, the Washington Post reported, promising regulation rollbacks in exchange for campaign cash. It could happen “very fast,” said David Bernhardt, who served as Interior Secretary in the Trump administration.
Persons: Trump, Joe Biden’s, nix, , John Kerry, it’s, , Joe Biden, ” Trump, Karoline Leavitt, Leavitt, Anna Moneymaker, ” Mandy Gunasekara, David Bernhardt, Bernhardt, Biden, Trump’s, Sarah Palin, ’ pocketbooks, Diana Furchtgott, Roth, Gavin Newsom, ” Newsom, “ We’re, Newsome, David Paul Morris, John Bozzella, Bozzella, ” Bozzella, he’s, ” Bob McNally, George W, Bush, Scott Olson, , ” Bernhardt, McNally, ” McNally, ’ Trump, Nate Hultman, Frederic J . Brown, haven’t, Kerry, ” Kerry, CNN’s Alayna Treene, Bill Weir, Julian Quinones Organizations: CNN, Trump, Washington Post, White, Environmental, Agency, EVs, Environmental Protection Agency, Republicans, Treasury Department, Former Trump Department of Transportation, Heritage Foundation, California Gov, Bloomberg, Alliance, Automotive Innovation, Biden, Fox News, Energy, Rapidan Energy Group, Bush White House, US Energy Information Administration, Trump Interior, Trump’s, Center for Global Sustainability, University of Maryland, State Department, Getty, United Nations Locations: Alaska, Paris, United States, Philadelphia, California, Washington ,, San Francisco, CNN California, Montebello , California, AFP
The head of OPEC said Thursday the world will need to invest in fossil fuels for decades to come in order to prevent an energy shortage, dismissing predictions that oil demand will peak in the near future. The OPEC chief called for "continued oil industry investment, today, tomorrow, and many decades into the future given the products derived from crude oil are essential for our daily lives." Oil supply capacity will rise to 114 million per day by 2030, 8 million barrels more than global demand, according to the IEA. Deutsche Bank and Citi, however, see OPEC coming under pressure in the coming years. Citi analysts see a substantial oil surplus in 2025 as production keeps growing in North America, Brazil and Guyana, while demand slows due to energy efficiency improvements and electric vehicle adoption.
Persons: Haitham Al Ghais, Al Ghais, Fatih Birol, OPEC's Al Ghais, Helima, Croft, I'm, Robert McNally, McNally, EVs, Michael Hsueh Organizations: OPEC, International Energy Agency, IEA, IEA ., RBC Capital Markets, Rapidan Energy, Deutsche Bank, Citi, Brent Locations: China, India, North America, Europe, Northeast Asia, Asia, U.S, OPEC, Brazil, Guyana
CNN —Nearly four years ago, while campaigning in the runup to the last presidential election, Donald Trump warned that President Joe Biden would “destroy” the oil industry. In the last three and a half years, US oil production — and oil and gas company profits — have broken records. That’s a 160% jump compared to the first three years of the pro-big-oil Trump administration, according to calculations by CNN. However, in March, the Biden administration approved ConocoPhillips’ massive Willow oil drilling project on Alaska’s North Slope, which holds around 600 million barrels of oil, angering climate advocates. Despite his mixed record with oil and gas companies, though, Biden has presided over a historic run for the industry, Kloza said.
Persons: Donald Trump, Joe Biden, Trump, Biden, That’s, , Tom Kloza, , Hess, Chevron’s, Abdullah Hasan, Darren Woods, Mike Wirth, Woods, Obama, Bob McNally, Kloza, ” Kloza, “ It’s Organizations: CNN, Global, ExxonMobil, Chevron, ConocoPhillips, Resources, Schlumberger, Oil Price Information Service, US Energy Information Administration, Oil, Natural Resources, Exxon, White, Shareholders, Microsoft, Apple, The Washington Post, Keystone XL, Rapidan Energy Group, Republican Locations: United States, Ukraine, Boon, dealmaking, The
Israel and Iran war or retaliation correction
  + stars: | 2024-04-19 | by ( ) www.cnbc.com   time to read: 1 min
Clay Seigle, director of global oil service at Rapidan Energy Group, spoke Friday on CNBC's "Street Signs Asia." An earlier version misstated the name of the program.
Persons: Clay Seigle Organizations: Rapidan Energy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil prices could possibly be on the path to $100 per barrel, analyst saysClayton Allen of Rapidan Energy Group discusses geopolitical risk in the Middle East and its potential impact on oil prices.
Persons: Clayton Allen Organizations: Rapidan Energy
Israel and Iran: All-out war, or measured retaliation?
  + stars: | 2024-04-19 | by ( Natasha Turak | ) www.cnbc.com   time to read: +5 min
Atta Kenare | AFP | Getty Imageswatch nowBut a full-blown conventional war would be devastating to both sides and highly destabilizing for the Middle East. Are these tit-for-tat blows between Israel and Iran clear evidence of all-out war, or carefully calibrated retaliation strikes? "With Israel's apparent strikes on Iran today, retaliating for Iran's attack on Israel last Sunday, we now have a direct nation-on-nation hot war," he told CNBC's "Capital Connection" Friday. 'Ball is back in Iran's court'Not everyone agrees that the line into wider war has been crossed, however. Within hours of the Israeli strikes, risk assets were already on their way back down, with international oil benchmark Brent crude turning lower for the session after a brief spike.
Persons: Atta Kenare, Benjamin Netanyahu, Joe Biden, Netanyahu, Ebrahim Raisi, Clay Seigle, CNBC's, Ehud Olmert, CNBC's Dan Murphy, Olmert, Ian Bremmer, Michael Singh, Israel, Rob Casey, Casey Organizations: AFP, Getty, Washington, Rapidan Energy Group, Israeli, Military, Israel, Eurasia Group, National Security Council, Wall Street, Signum Global Advisors, Anadolu, International Atomic Energy Agency, Brent Locations: Palestine Square, Tehran, Israel, Iran, U.S, Damascus, Gulf of Oman, Hormuz, Anadolu
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDemand and geopolitics will be crude oil's next driver, says Rapidan's Bob McNallyBob McNally, Rapidan Energy Group Founder & President, joins 'Closing Bell Overtime' to talk the state of the energy markets as Middle East conflicts push oil higher.
Persons: Bob McNally Bob McNally Organizations: Rapidan Energy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'40% probability' that Israel-Iran tensions will disrupt shipping and oil trade at Strait of HormuzClay Seigle of Rapidan Energy Group says tensions between Israel and Iran have entered a "new chapter" as the "shadow war" between the two is now over.
Organizations: Rapidan Energy Locations: Israel, Iran, Strait, Hormuz Clay
The price of global benchmark Brent crude oil could spike to $100 a barrel if Iran directly attacks Israel, a former senior White House energy official said. @LCO.1 YTD mountain Brent crude oil, YTD Oil rallied last week after a missile attack destroyed Iran's consulate in Damascus, Syria, killing seven Iranian military officials. "If Iran attacks from its territory, Israel will react and attack Iran," Israeli Foreign Minister Israel Katz said on the social media platform X , tagging Ayatollah Khamenei. Defense Secretary Lloyd Austin made clear that the Biden administration is worried about rising energy prices during congressional testimony Tuesday. "Certainly, those attacks could have a knock-on effect in terms of the global energy situation," Austin told the Senate Armed Services Committee.
Persons: Bob McNally, McNally, George W, Brent, YTD Oil, Israel, Ayatollah Ali Khamenei, Khamenei, Israel Katz, Biden, terrify, Daniel Yergin, Yergin, CNBC's, Natasha Kaneva, Lloyd Austin, Austin Organizations: Brent, White House, Rapidan, Bloomberg News, YTD, Israel, Iran, Rapidan Energy, Biden, P Global, JPMorgan, Defense, Senate Armed Services Committee Locations: Iran, Israel, U.S, Washington, Damascus, Syria, OPEC, Tehran, Islamic Republic, Strait, Hormuz, Persian, Kyiv, Ukraine
We're constructive on crude oil, says energy consulting firm
  + stars: | 2024-04-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're constructive on crude oil, says energy consulting firmClay Seigle of Rapidan Energy Group says it expects Brent crude oil prices to be in the "90s" later this year.
Persons: Clay Seigle Organizations: Rapidan Energy Group, Brent
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe oil markets are 'waking up' to the prospect of supply disruptions: AnalystClay Seigle of Rapidan Energy Group says he is "surprised that it has taken this long" for the oil markets to begin pricing in more of a geopolitical risk premium as the threat of Iranian direct involvement in the Middle East conflict rises and Ukraine demonstrating increased ability to target Russian refineries.
Persons: Clay Organizations: Rapidan Energy Group Locations: Ukraine
A view shows part of the state oil firm Petroleos Mexicanos (Pemex) refinery in Salamanca. The consultancy expects demand growth to be around 250,000 bpd to 350,000 bpd, less than half of what it was in 2019 — demand growth will not return to the million barrels per day seen between 2015 and 2020. China's oil demand growth this year could be half of pre-Covid 2019 levels, according to Eurasia Group, as key segments of the world's second-largest economy struggle from a slowdown. The incremental fuel demand growth in China that the oil industry has come to literally bank on over the past two decades is no more. China will lose its spot to India as the primary driver for global oil demand through 2030, the International Energy Agency said in a report.
Persons: Petroleos, Linda Giesecke Organizations: Eurasia Group, International Energy Agency, JPMorgan, CNBC Locations: Salamanca . State, Guanajuato, Mexico, Eurasia, China, India
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIEA's forecast for oil demand to peak this decade is wrong: AnalystBob McNally of Rapidan Energy Group explains why he doesn't expect global oil demand to peak in the next decade.
Persons: Bob McNally Organizations: Bob McNally of Rapidan Energy Group
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