Big Oil Crushed by Crude as Global Demand Wanes

The video discusses the current state of the oil market, analyzing winners and losers among major companies like Shell, Total, and BP. It examines the impact of oil price forecasts on the industry, particularly focusing on the challenges faced by US shale producers. The discussion extends to the bond market's reaction to energy sector dynamics and the potential for mergers and acquisitions among oil majors.

What factors are influencing the current demand forecasts in the oil industry?

Discuss the differences between Shell, Total, and BP in terms of their current positions in the market.

What are the implications of the current oil price on smaller players in the US fracking shale boom?

How did the smaller companies manage to survive during the downturn in gas prices in 2012?

What challenges do energy companies face with high yield junk bond offerings in the current market?

What role do shale assets play in the performance of BP and Shell compared to smaller companies?

What are the expectations for M&A activity in the oil sector given the current market conditions?