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Re: Oil-Convo with Javier Blas, Bloomberg’s Chief Energy Correspondent.
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Re: Oil-Convo with Javier Blas, Bloomberg’s Chief Energy Correspondent.

Had a nice long chat today despite our London/Los Angeles time difference. Here are a couple salient points.

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Michael Kao
Oct 14, 2021
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Kaoboy Musings
Kaoboy Musings
Re: Oil-Convo with Javier Blas, Bloomberg’s Chief Energy Correspondent.
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Key question on my mind has been the topic of OPEC SPARE CAPACITY. I mentioned that Cap One’s out-of-consensus view that GCC countries (especially KSA) were heavily investing in spare seemed at odds with this tidbit that Javier reported on:

Having known AbS for 20 years, Javier thinks that KSA oil policy under AbS will err on the cautious side. He thinks…

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