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Oil Rally Stalls On New Covid Worries. Race to Vaccinate Is Key
New COVID-19 restrictions in major economies and a new coronavirus variant raises serious oil market concerns about the next few months.

U.S. Shale Activity Picks Up Even As Problems Remain
As continued OPEC curbs alongside a further hefty Saudi cut nudge WTI back above $50 per barrel, U.S. shale drillers have pulled back from the abyss.

OPEC+ Agrees to Ease Cuts Slightly
Amid internal discord and budget pressures, OPEC+ has reportedly agreed to incremental production increases and monthly monitoring.

Report: Structural Bull Market For Commodities Coming
Underinvestment, fiscal stimulus and a weaker dollar could form the foundation for a commodity super-cycle.

Oil Stuck Between Vaccine Optimism and Short-Term Spike in Cases
Lockdowns and rising COVID cases are counteracting the effects of a coronavirus vaccine on the oil market.

Biden’s Energy and Environmental Agenda in 2021
Likely Republican control of the Senate means President-elect Joe Biden's first policy actions will come from the President's pen, rather than Congressional legislation.

OPEC+ May Be Forced to Delay Easing Production Cuts
The latest COVID-19 wave could force the group to extend the cuts once again.

U.S. Shale Industry Sees Bankruptcies and Consolidation
Low oil prices and high-profile deals point to a shift toward consolidation in the U.S. oil industry.

IEA: Pandemic Upends Energy Markets, But Faster Clean Energy Transition Needed
The IEAs latest World Energy Outlook predicts renewable energy will outcompete fossil fuels for new power generation—but more aggressive policies are needed to speed the pace of the energy transition.

What’s At Stake For Oil and Gas In 2020 Election
The outcome of the election will have significant implications for the energy industry – but some trends are beyond White House control.