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Articles: Export Land Model (3)

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To Understand The Oil Story, You Need To Understand Exports

Over the past ten years, it has taken us trillions of dollars, basically, to keep us on an undulating plateau in actual crude oil production. What happens going forward?

IEA Oil Market Forecast: Optimistic Assumptions And An Economy Unable To Grow Out Of Its Problems

The International Energy Authority does does its best to paint a rosy picture of peak cheap oil. The reality is an economy which can no longer grow its way out of its problems. 

Commentary: The export capacity index

In this paper, I briefly review recent global crude oil and liquids production numbers, and I review the Export Land Model (ELM). I also introduce the concept of the Export Capacity Index (ECI), which is simply the ratio of total petroleum liquids production to liquids consumption in net oil …

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