Today’s guest on Tank Talk is John Blanchard CEO of Odfjell Terminals. John has an interesting career first starting in Finance & private equity and then moved over to the terminal world. In this Episode, John shares his expertise and perceptions on the current M&A market for terminals, terminal operational insights, and bulk chemical storage […]
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There’s certainly quite a bit of excitement in the air as we enter the 4th quarter. What with meaningful football being played in Texas and with oil prices on a relentless climb to $100/barrel there are a lot of flying chest bumps echoing through The Lone Star State. People seem to be happier when football is good […]
Tank Talk discusses with John McConville President of United Metro Energy. John has had a long career covering many facets of the industry including Terminals, Wholesale & Supply/trading. In this Episode, John shares his expertise and stories on the current wholesale environment, terminal operational insights, and his expectations for Winter.
Forty years ago, a very wise man named Mark Leahy stood in a glass strewn parking lot in West Philly and said, “Hey…wanna go to Florida?”. Since then, millions of people have taken heed to those words and have headed to the peninsula in the Southeast corner of the United States, with the help of efficient […]
Read moreTank Talk chats with Brent Belote founder of the CTA firm Cayler Capital to discuss his views on the current oil market and how he creates alpha. As a former Oil Derivatives trader at JP Morgan for nearly 10 years, Brent brings a trading perspective on the oil markets. In this Episode, Brent shares his […]
Tank Talk sits down with the KPLER team Matt Smith & Marshall Hooper. Matt is the Lead Analyst for the Americas & Marshall is the Head of Partnerships, Americas. In this Episode Matt breaks down potential cargo flow arbitrages & macro oil economics and Marshall tells us the origin story how KPLER grew from a […]
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Over the weekend, millions of people around the world took to the streets demanding an end to fossil fuels and a rapid transition to clean energy sources. Although the ambitious plan is to convert to renewables within 5 years, that’s just not possible. In reality, we’re looking at 20 to 30 years instead of 5 years, and fossil […]
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What just happened? The 1 million barrel-a-day output cut the Saudis assigned preliminarily just for July was exacerbated by Russia also pledging export cuts of 300,000 barrels per day. More significantly, on Tuesday they announced both cuts extending through the end of the year. That’s right, the Penguin and the Riddler have combined forces and Batman and Robin […]
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We hope everyone enjoyed the long holiday weekend. Labor Day has been a national holiday in the United States since 1894. To many, it may signify picnics, parades, or a day off from work. Organized by the Central Labor Union, the first Labor Day holiday was celebrated in 1882 in New York City. On that day, 10,000 […]
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OPEC+ is having a belly laugher of a time, watching oil inventories decline. Last week we witnessed a 6.1 million barrel US inventory draw. That’s a big number. If OPEC+ can manage to drain inventories without a demand crunching exorbitant near term price hike, they’ll have quite a bit more leverage with their global policies next year. Being shocked […]
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