Research Library

Energy fellow Mark Finley assesses the future of international oil companies given the tremendous pressure they've experienced since the COVID-19 pandemic emerged. Using a football analogy, he suggests that although business leaders are rightly focused on winning the game, they can’t ignore the condition of the playing field.

Mark Finley, fellow in energy and global oil, examines cost reduction, capital climate, productivity gains and decline rates as reasons why the U.S. shale industry may struggle to maintain its competitiveness in 2020. Baker Institute Blog: https://bit.ly/3lAyB6R

Saudi Arabia’s newfound willingness to take a stand against oil quota cheats has forced the rest of OPEC+ to adhere to their quotas. Will today’s discipline – driven by the biggest-ever plunge in oil demand – fade alongside the virus? Read more in the Baker Institute Blog.

A social safety net in the form of unemployment benefits, job training, etc. can help cushion the blow for workers when economic events beyond their control (like the Covid-19 pandemic) cause companies to shed workers, writes Mark Finley, fellow in energy and global oil.

As oil prices start to recover, analysts are cautiously beginning to ask whether we’ve turned a corner — but for the weeks ahead, continued inventory builds pose significant risks of renewed price declines.

The authors discuss a U.S. House proposal to repeal the cap on the state and local tax deduction and why that would be a mistake, especially given the pandemic and the policy responses that should be enacted. Baker Institute Blog: https://bit.ly/3e3qHix

Energy fellow Mark Finley argues that the best way to support the U.S. oil and gas industry is to promote open and fair competition, even though conventional resources are cheaper to produce in Saudi Arabia and Russia. Forbes blog: https://bit.ly/2wWB3jz

Despite the Trump administration sentiment that the U.S. partner with Saudi Arabia in a joint oil alliance, such an approach is unlikely to be successful, write energy fellows Jim Krane and Mark Finley. Forbes blog: https://bit.ly/2WUa6rb

Coronavirus cases in Texas may grow as the state expands COVID-19 screening and the consequences of delayed decisions to limit public interactions set in. "No one should be surprised lim or panic as the figures roll out," write the authors in the Baker Institute Blog.

In the second of a series of blogs on the coronovirus outbreak, the authors sound a note of cautious optimism: "We hope for a relatively optimistic outlook for the COVID-19 pandemic in the United States, with the quick realization of all modifying interventions: earlier and broader testing, strict preventive hygienic and societal measures, a safe and effective vaccine, and effective therapies to treat the virus."  Read more at the Baker Institute Blog.