Capitol Crude: The US Oil Policy Podcast

Listen to in-depth weekly analysis of US oil policy news from our senior editors covering the Capitol.

19:16 2020-09-28
The US presidential election could have far-reaching implications for the global oil market. Chris Midgley, global head of analytics for S&P Global Platts, takes us through the biggest potential impacts for supply, demand and price. He covers Iran sanctio...
6:31 2020-09-22
In Part 2 of our look at the US presidential candidates' evolving energy platforms, we examine how progressive Democrats have pushed former Vice President Joe Biden further left on climate and environmental policies. Glenn Schwartz, director of Rapidan En...
15:27 2020-09-21
In this two-part episode, we look at how both US presidential candidates' energy platforms have evolved since the start of campaigning. They have had to respond to massive market shifts, a string of natural disasters signaling a changing climate, and wani...
18:56 2020-09-14
How much will November's presidential election actually influence the outlook for US oil and gas production? Artem Abramov, head of shale research for Rystad Energy, makes the somewhat contrarian case that whoever is in the White House come next year will...
17:43 2020-08-31
The November presidential election adds to risks for natural gas pipelines, which link production to demand centers but increasingly face opposition from those seeking to phase out fossil fuels. For interstate gas pipelines, the federal government remain...
23:43 2020-08-24
A victory in November for former Vice President Joe Biden in November could influence oil and gas companies' decarbonization plans, given Biden's climate and clean energy proposals. European oil majors tend to outpace their US counterparts in terms of cli...
19:42 2020-08-17
Global oil supply far exceeds demand right now as the coronavirus pandemic keeps travel restrictions in place and commuters working from home. Commodities analysts Leigh Goehring and Adam Rozencwajg, managing partners of Goehring and Rozencwajg, argue tha...
26:08 2020-08-10
Guyana is one of the most promising new sources for non-OPEC oil production growth, and the country just emerged from a chaotic five-month election drama. Opposition leader Mohamed Irfaan Ali was sworn into office as the country's new president last week....
20:03 2020-08-03
US oil producers have started bringing some shut-in wells back online since this spring's price crash. S&P Global Platts Analytics expects the nearly all the shut-in volumes to come back by October. But US oil output will continue to decline as a result o...
25:05 2020-07-27
A massive regulatory shift could occur if US President Donald Trump loses the White House in November. Former Vice President Joe Biden has embraced energy and climate priorities that swing further left than many of the Obama administration’s, as eviden...
13:52 2020-07-20
US President Donald Trump has used the phrase "take the oil" many times, both as a candidate to criticize previous administrations' strategies in Iraq and while in the White House when discussing Syria. The idea is rooted in the belief that countries have...
23:38 2020-07-13
Last week delivered some huge news on the pipeline front that highlights the challenges ahead for the US midstream sector and the fate of future efforts to build multi-state energy projects. First Duke Energy and Dominion Energy announced they were cancel...
32:29 2020-06-28
The fallout from the coronavirus pandemic and a host of other global tensions and trade conflicts brewing in recent months have heightened geopolitical risks to energy trade. Harvard University professor Meghan O'Sullivan shares what she sees as the top g...
15:20 2020-06-22
US oil and gas drilling has slowed to a crawl since global oil demand crashed this spring and prices tumbled with it. Now that WTI has crept back up into the high $30s/b and potentially above $40/b, have we seen the worst of this drilling slowdown? Ted Ha...
10:56 2020-06-15
Rapidan Energy Group predicts sweeping changes for the energy sector if former Vice President Joe Biden beats US President Donald Trump in November. Biden's policies would have global implications for energy trade, altering US/China relations, the pace o...
10:02 2020-06-08
US oil producers have started announcing plans for putting shut wells back online. But just how sustainable are these plans at current prices and with the uncertain global demand outlook? And how are OPEC and its allies going to view this returning US sh...
19:30 2020-06-01
The global oil demand shock is accelerating what was already coming to US shale, argues Adam Waterous, CEO of Waterous Energy Fund. Waterous argued in January on Capitol Crude that US unconventional production had peaked, and the industry's unstable finan...
23:13 2020-05-18
The US House of Representatives has passed the $3 trillion HEROES stimulus package with barely a mention of the energy sector. The legislation is going nowhere in its current form after Senate Republicans dismissed it out of hand and President Donald Trum...
20:23 2020-05-11
Plunging demand, collapsing prices and a reeling global economy are creating an extremely tough climate for the US upstream oil and gas sector. US Senator Dan Sullivan, Republican-Alaska, argues another factor is basically kicking the sector while it's d...
15:02 2020-05-04
US President Donald Trump has promised relief to the ailing oil and gas sector, and it's not yet clear if the recently expanded Federal Reserve lending program is the full extent of that aid. Democrats easily blocked the administration's first attempt to ...
17:21 2020-04-27
A surge of Saudi crude is heading for US ports, the result of the OPEC heavyweight slashing its April selling prices during the thick of its price war with Russia last month. Oil-state senators are calling on the White House to impose tariffs or other tra...
16:24 2020-04-20
With the world locked down for the coronavirus, global oil demand is seeing its sharpest plunge on record. Current estimates have 2020 oil demand contracting by as little as 6.8 million b/d, as predicted by OPEC, to as much as 9.3 million b/d, according ...
18:45 2020-04-13
President Donald Trump once saw gasoline prices below $1/gallon one of his greatest assets in his re-election campaign, but low oil prices have pushed US shale and American energy dominance to the brink of collapse and his views have changed. On this week...
15:28 2020-04-06
OPEC, primarily Saudi Arabia, has found blame for the recent price collapse, with calls from the US Congress for tariffs, import bans and sanctions. To start this week’s Capitol Crude, Senator Kevin Cramer, a North Dakota Republican, talks about his vie...
17:37 2020-04-01
US lawmakers from oil-producing states are trying to increase pressure on the White House to do something to help drillers getting hammered by plummeting prices -- from aggressive diplomacy to banning crude imports. We spoke with US Senator Lisa Murkowski...
16:00 2020-03-30
The consequences of this will likely last years. In the midst of a price war, global oil demand is in a free fall. The spread of the coronavirus has left 3 billion people worldwide unable to get on a plane, drive to work or go anywhere, really, at all. I...
9:41 2020-03-23
As oil prices dipped to levels not seen in nearly two decades, US shale operators slashed budgets and rig counts and braced for a hellish few months, if not years. Is even a modest price rebound possible in the near term? Will Saudi Arabia and Russia ret...
11:29 2020-03-20
US Energy Secretary Dan Brouillette joined Capitol Crude hours after his department announced it was seeking an initial 30 million barrels of US crude oil to store in the country's emergency stockpile. This is part of President Donald Trump's pledge to f...
25:37 2020-03-16
The fallout from the coronavirus and the collapse of the OPEC+ supply cut agreement have dealt US shale producers a massive blow. How the sector ultimately fares might depend on where US oil exports are headed. US crude exports climbed above 4 million b/d...
25:04 2020-03-09
The relationship between the US and Saudi Arabia is ... complicated. For decades, the US has depended on the Saudis for crude oil exports and the Saudis have depended on the US for military protection. But US shale oil growth has changed all that. On this...
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