

#12269
Mentioned in 4 episodes
Twilight in the Desert
The Coming Saudi Oil Shock and the World Economy
Book • 2004
In this book, Matthew Simmons draws on over three decades of insider experience and more than 200 independently produced reports about Saudi petroleum resources and production operations.
He uncovers a story about Saudi Arabia's troubled oil industry, political, and societal instability, which differs sharply from the globally accepted Saudi version.
The book examines the history of major oil fields to determine that Saudi Arabia is overproducing its primary resources and argues for transparency and energy data reform to cope with the impending oil crisis.
He uncovers a story about Saudi Arabia's troubled oil industry, political, and societal instability, which differs sharply from the globally accepted Saudi version.
The book examines the history of major oil fields to determine that Saudi Arabia is overproducing its primary resources and argues for transparency and energy data reform to cope with the impending oil crisis.
Mentioned by
Mentioned in 4 episodes
Mentioned by 

as an example of analysis of the world's supergiant oil fields running into marginal production problems.


Luke Gromen

27 snips
Gold, Energy, and the Future of the Global Monetary System with Luke Gromen
Mentioned by 

when discussing peak cheap oil and its implications.


Luke Gromen

18 snips
TIP367: The Current Macro Landscape w/ Luke Gromen
Mentioned by 

when referencing prior peak-oil concerns and the era before the shale revolution.


Doomberg

12 snips
Episode 012: Doomberg - Strategic implications of the Iran war
Mentioned by ![undefined]()

as a frightening book about Saudi Arabian oil.

Mark Gordon

The Best of Hedgeye: Mark Gordon → Unprecedented Opportunity in Oil Markets
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as being a popular topic of discussion when he started investing in oil companies professionally in 2007.

Josh Young

Josh Young: The Iran War, Massive Bull Run in Oil & How To Find 10x to 20x Opportunities





