Bob McNally @Bob_McNally
President @RapidanEnergy, Crude Volatility author, 🥁 in DC bands Sound Policy and Pink Noise, White House NEC/NSC Spec Asst/Sr Dir, RT ≠ Endorse rapidanenergy.com Washington DC Joined June 2011-
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About to chat with @CNBCClosingBell at the close of a busy week in energy markets and geopolitics. @RapidanEnergy #oilandgas #oott
Rapidan President @Bob_McNally tells the @washingtonpost that, “The last thing Biden wants is higher gas prices, so he wants Iran selling its oil to China. He does not want that oil to be shut in. It’s as simple as that; he can’t afford to sanction Iran’s oil.”…
It’s just military capabilities , markets and math.
It’s just military capabilities , markets and math.
Looking forward to talking about Iran's threat to close the Strait of Hormuz in a few minutes with @SullyCNBC. #OOTT @RapidanEnergy #Oil
How high could gas prices get this summer? @TheStreet says to get ready for $5/gallon or more at the pump thanks to rising geopolitical tensions and global supply disruptions. They cite Rapidan President @Bob_McNally as saying, "Closing down the Strait of Hormuz would cause…
Thank you @SullyCNBC for having me on @CNBC last night along with General McCaffrey to discuss oil markets and Iran contagion risk. cnb.cx/3xsijaE @RapidanEnergy #OOTT #oilandgas #geopolitics #Iran
Getting the home studio prepared to chat with @SullyCNBC on @CNBC Last Call about the return of Iran contagion risk to global oil markets. Happy weekend! @RapidanEnergy #oott #oil #geopolitics
Rapidan President @Bob_McNally joins @AsharqNews to discuss the outlook for oil prices in 2024 amidst the current geopolitical climate. View the full interview (in Arabic): now.asharq.com/clip/%D9%85%D9…
Congratulations and thank you @DanielRaimi and @rff for this rare and valuable Global Energy Outlook and comparison of scenarios.
Congratulations and thank you @DanielRaimi and @rff for this rare and valuable Global Energy Outlook and comparison of scenarios.
Thanks for having me on @BloombergTV this morning @ManusCranny to cover much ground in oil markets, policy, and geopolitics. @RapidanEnergy #oott #oilandgas bloomberg.com/news/videos/20…
Periodic reminder that the energy transition phenomenon will likely result in massive capital misallocation and stranded assets. It's just not yet clear who is holding them. ft.com/content/498864…
Periodic reminder that the energy transition phenomenon will likely result in massive capital misallocation and stranded assets. It's just not yet clear who is holding them. ft.com/content/498864…
The only thing we know for sure is there are hundreds of billions of dollars of stranded energy assets. Less obvious is who holds them. @RapidanEnergy #oott #EnergyTransition 6. Quote of the day axios.com/newsletters/ax… #axiosgenerate
Proud and excited that @RapidanEnergy is expanding its fundamental coverage to refining and products. Bravo @LindaGiesecke and @ClaySeigle! #oil #refining #energy #gasoline #diesel #oott
Proud and excited that @RapidanEnergy is expanding its fundamental coverage to refining and products. Bravo @LindaGiesecke and @ClaySeigle! #oil #refining #energy #gasoline #diesel #oott
Recapping a (Respectful) Dialogue About IEA Analysis energypolicy.columbia.edu/recapping-a-re…
"I think the IEF's mission, improving the quality of energy data and coordination of discussions between energy producing and consuming countries, both oil and gas but also renewables, has never been more important." @Bob_McNally, @RapidanEnergy. With @CroftHelima, @Amena__Bakr
@Bob_McNally, President, @RapidanEnergy takes a contrarian view on the question of peak oil demand this decade. "If peak demand is not going to happen this decade the consequences are also fearsome, because we are not investing enough in the supply side for oil especially."
Are you looking for actionable insights on China and global energy markets? The View from Beijing, a bi-weekly Rapidan Market Report that offers a proprietary snapshot of how key stakeholders in China currently assess a variety of issues that fall into four categories:…
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570K Followers 1K Following المتحدث بلسان جيش الدفاع الاسرائيلي للاعلام العربيWhile the US House reviews a foreign aid package with added sanctions towards Iran, Rapidan Director of Geopolitical Risk Analysis Fernando Ferreira tells @politico: "China has set up an alternative banking system to purchase Iranian crude independent of the international SWIFT…
Israel found a creative way to restore deterrence on the one hand, and avoid escalation on the other (all the while reinforcing the coalition). According to foreign reports 3 missiles managed to do more damage to Iran than Iran did to Israel, with 300 projectiles.
Rapidan President @Bob_McNally tells the @washingtonpost that, “The last thing Biden wants is higher gas prices, so he wants Iran selling its oil to China. He does not want that oil to be shut in. It’s as simple as that; he can’t afford to sanction Iran’s oil.”…
“Iran knows its only leverage over Israel is really with the United States," says @Bob_McNally on Iran's threat to close the Hormuz Strait. "Iran can guarantee an election loss for Pres. Biden. Iran can send pump prices to $6 or higher... and Biden knows that they can do that."
How high could gas prices get this summer? @TheStreet says to get ready for $5/gallon or more at the pump thanks to rising geopolitical tensions and global supply disruptions. They cite Rapidan President @Bob_McNally as saying, "Closing down the Strait of Hormuz would cause…
Rapidan President @Bob_McNally joins @AsharqNews to discuss the outlook for oil prices in 2024 amidst the current geopolitical climate. View the full interview (in Arabic): now.asharq.com/clip/%D9%85%D9…
8. Ladas and Skodas (until VW bought it) were a non-stop joke festival Why does a Lada have a heated rear window? So you keep your hands warm when you are pushing it What do you call a convertible Skoda? a skip
@RogerPielkeJr @matthewgburgess @rff Oh yeah you can definitely do that. Just select all of the years you're interested in, then de-select everything other than EIA Reference scenarios. Note that EIA only publishes every 2 years. FYI I think @Bob_McNally is working on something related regarding oil/liquids demand.
@Bob_McNally @RapidanEnergy @LindaGiesecke @ClaySeigle Really impressive, big congratulations!
@Bob_McNally @RapidanEnergy @LindaGiesecke @ClaySeigle Congratulations! You've become one, if not the, most important energy market analytical firms in the world.
Whatever the motivation, the EPA’s de facto EV mandate is another green fantasy. - @MarkPMills wsj.com/articles/can-w…
We are proud to introduce our new Refined Products Module as part of our Global Oil Service. This integrated solution offers unique coverage of global crude and refined product markets, and brings our proprietary forecasts and insights on refinery throughputs, forward balances…
A lot to be said... over a beer.
@AdiSurreyEnergy. Thanks, I don’t mean to deny anything but instead just saying @IEA must 1) resume policy neutral CPS so costs/benefits of policy options can be estimated; 2) clarify an immediate halt to oil and gas investment would be disastrous; 3) show its work. My only…
1. Very respectfully Bob, implicit in your argument is a denial of climate emergency that needs dealing with.
Recapping a (Respectful) Dialogue About IEA Analysis energypolicy.columbia.edu/recapping-a-re…
"I think the IEF's mission, improving the quality of energy data and coordination of discussions between energy producing and consuming countries, both oil and gas but also renewables, has never been more important." @Bob_McNally, @RapidanEnergy. With @CroftHelima, @Amena__Bakr
What's the value of dialogue? Hear the views of delegates at the 14th IEA-IEF-OPEC Symposium on Energy Outlooks Also with: Haitham Al Ghais, @OPECSecretariat @CroftHelima, @rbccm @Amena__Bakr, @energyintel @Bob_McNally, @RapidanEnergy
@Bob_McNally, President, @RapidanEnergy takes a contrarian view on the question of peak oil demand this decade. "If peak demand is not going to happen this decade the consequences are also fearsome, because we are not investing enough in the supply side for oil especially."
"Overall governments need to take a more balanced and stronger policy measures to move the energy transition forward." Keisuke Sadamori, Director, Energy Markets and Security Division, @IEA. Also with: @Bob_McNally, @RapidanEnergy Haitham Al Ghais, @OPECSecretariat