In honor of Zoom falling 15% as a reminder “people do go on living despite the best wishes of politicians”, we are bringing back the 15 minute #hottakeoveryourcommute! Too bad all that oil from the SPR will just be sold to China and India since we don’t use the grade we are selling.

We welcome back our first repeat guest after the last episode probably woke a lot of people up to COVID and the state of the world, I think this one will too. In the balance between health and economy, and what comes next, we cover all the topics.  I love chatting with Mark because I always learn and as an analyst and observer, he speaks his mind and backs it with data.  Something you can imagine I deeply respect and...

A quick #hottakeover-your-Easter episode, from our house to yours.  Be Safe.  Be Good.  Have a Great Week. Podcast    

For Episode 32, David welcomes the straight-shooting long-time energy insider, John Hofmeister.  Upon his retirement as President of Shell Oil Company in 2008, Mr. Hofmeister founded and heads the not-for-profit membership association, Citizens for Affordable Energy. Video Interview Podcast   Mr. Hofmeisters' official bio: Upon retirement as President of Shell Oil Company in 2008, Mr. Hofmeister founded and heads the not-for-profit membership association, Citizens for Affordable Energy. A business leader who has participated in the inner workings of multiple industries for over 35 years, Mr....

https://youtu.be/shaZFvODzzE No commute? No problem, we're still here!

https://youtu.be/F-ItyzuKyQo Excellent new #hottake from DRW, once again in both audio and visual formats As mentioned on the podcast and on LinkedIn posts, David was asked to provide members of the Executive Branch a whitepaper on Governmental Responses to the Domestic Production Crisis. In short, the white paper discusses what steps to take, with the keys being: A) it rebalances the market in this crazy time and protects companies from a full unstructured collapse and chapter 11 B) if adopted would immediately retaliate...

This week, on a unique #hottakeover-your-commute, we chat with an anonymous person who was in Seattle last weekend, got sneezed on, and 4 days later, both he and his girlfriend came down with “a highly probable case” as defined by the doctor they saw. What happened next will surprise you... Statement in the middle section below is what Bob experienced Related Mentions: WorldometerCoronavirus

Show Notes: 0:00 – 04:30: OPEC, Supply & Demand, Russia 04:30 – 08:00: US Shale, Equity & Debt, Crisis of Balance Sheets, Crisis of Low Commodity Prices 08:00 – 13:30: Coronavirus, Economic Impacts 13:30 – 17:30: OXY, Cramer, Coronavirus, revisited https://youtu.be/vPHnsqyn-Ys

Show notes breakdown of this #hottakeover-your-commute 0:00 – 06:00: Last week’s market performance Coronavirus in San Antonio Mortality rates Media & market overreaction 06:00 – 11:00 EOG – strategy – execution 11:00 – 14:30 Apache earnings Management decisions 14:30 – 17:30 BP – ESG leadership & focus 17:30 – 21:00 EIA 914 report Peak US oil production Thoughts on the episode? Please let me know by sharing in the comments below! Related Mentions: CoronavirusSaturday Night LiveEOGMark PapaSchlumbergerApache CorpBPUS EIA 914