Raphael Portela

Corporate research analyst for Latin America @WoodMackenzie. Homo economicus w/ caveats. Before @FluorCorp, @RiceUniversity🦉From 🇧🇷 Now 🇺🇲 Views my own.

[Raphael Portela @RaphaelPortelaC]

"Any fool can know. The point is to understand."

[Robert Clarke @RobertClarke_WM]

Round numbers are easier to remember. And this is a big one: $100 billion. US 3rd wave LNG. https://t.co/myFM8N1DB8

[Raphael Portela @RaphaelPortelaC]

@Delta flew out of IAH to CHS with an ATL stop. First leg got delayed, making it hard reach my connection on time. Nevertheless, ran like a madman and made it, only to watch the folks on standby leisurely walk into the flight while I was barred from boarding, very disappointing

[Kavita Jadhav @kavitajadhav05]

Read analysis from @WoodMackenzie in Energy Intelligence on updated targets from Chinese NOCs. High Prices Drive Chinese NOC Transitions @RaphaelPortelaC @energyintel https://t.co/ol3GoeWKXU

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

U.S. asked Brazil's Petrobras if it could raise oil output; it said no
https://t.co/Y82jQK3nd8

[Saur Energy @Saur_energy]

How are national oil companies tackling energy transition: @WoodMackenzie
Read at https://t.co/nlsNcUiqX3

@WM_PowerRenew @Ed_Crooks #Oilprices #PetrolDieselPrice

[Robert Clarke @RobertClarke_WM]

.@WoodMackenzie global capex update - The 112 companies that have disclosed upstream budgets thus far plan to spend 31% less than 2020's pre-crash guidance. 📉

[Raphael Portela @RaphaelPortelaC]

@BrandonMyers10 I may need to borrow that!

[Marcelo Teixeira @tx_marcelo]

#Brazil's president @jairbolsonaro moves to replace CEO of state-controlled oil company @petrobras after spat over high #fuel prices #ethanol #sugar #energy
https://t.co/btDvurDiiQ

[Avalon Penrose @avalonpenrose]

a normal person explains what’s happening on the stock market:

[Robert Clarke @RobertClarke_WM]

Continued capital flight from global upstream? The 53 E&Ps that have disclosed upstream spending plans so far will invest 3% less this year than their post-crash 2020 estimates showed. So despite price strength the past few months, budgets still fall. The Majors lead the shift.

[🛢️⚡🔋 Erick Sánchez S. @erickussalas]

Tras fuertes lluvias ayer por la tarde / noche y hoy por la mañana, así luce el sitio de construcción de la #refinería en #DosBocas, Tab.

[Tom Ellacott @tom_ellacott]

#Chevron's acquisition of Noble will go further than Anadarko would have in reducing portfolio concentration in the big four anchor positions. Israel will provide Chevron with a material new international geography that will help rebalance the portfolio towards gas.

[Raphael Portela @RaphaelPortelaC]

The Latam NOCs never fully recovered from the 2014 downturn. The latest price collapse has further exposed their financial frailty. What pain points do we see ahead?

Read our latest insight to find out more.

https://t.co/artzGniR2z

#oilandgas #petrobras #pemex #ypf #ecopetrol

[Anastasia Chacón G @achacong13]

Will the current scenario of low oil prices and demand be relatively short-lived, or should #Mexico and #Pemex prepare for long-term challenges—and if so, how?

@LourdesMelgar, Fluvio Ruiz Alarcón, @RaphaelPortelaC & @GMonroyEnergy comment #EnergyAdvisor

https://t.co/74ltrqlwHb

[Tom Ellacott @tom_ellacott]

Sustained oil prices at current levels would trigger a new wave of brutal cost cutting. We calculate companies on average need $53/bbl Brent to breakeven in 2020, including dividends at expected current levels and announced buybacks.

[Adrian Duhalt @AdrianDuhalt]

¿#DosBocas debería ser una refinería petroquímica?
Vale la pena hacerse esa pregunta ante la reciente visita de la Secretaria de Energía a #Jamnagar, refinería que pretende abandonar la prod. de combustibles y enfocarse en petroquímicos:
https://t.co/RYI447Lly3

[🛢️⚡🔋 Erick Sánchez S. @erickussalas]

Refinerías de Pemex, al 25%; hay dos fuera de operación.

Con la salida de operación de la refinería de Madero el día martes 11 de febrero, la utilización del SNR cayó debajo del 25% de la capacidad instalada de procesamiento de crudo, la semana pasada.
https://t.co/rS8dZQ5TW0

[Sergio Chapa @SergioChapa]

Mark my words, change is coming to the oil & gas industry. Oilfield service giant Schlumberger has moved one of its top executives to lead the company's "new energy" initiatives https://t.co/83J00dcqSS #PermianBasin #EagleFord #Houston #SATX

[Raphael Portela @RaphaelPortelaC]

@wilwalker @tom_ellacott

[Raphael Portela @RaphaelPortelaC]

Wow.
Experience the Underwater World Through the Eyes of a Free Diver | Short... https://t.co/VJYLX2eWrd via @YouTube