Next 10 Years of Perpetual Transition: China
Among energy markets, we see China uncertainty as being most meaningful for crude oil, surprisingly less relevant for refining, and irrelevant to biofuels.
30 Years of Perpetual Transition: Geopolitics & Policy
This week we provide the third installment of our August series on “30 Years of Perpetual Transition”
30 Years of Perpetual Transition: Sectors
This week we continue our series of “30 Years of Perpetual Transition” with a focus on how various energy sectors and business models have evolved.
30 Years of Perpetual Transition: Macro
For the last month of summer, we are aiming to produce a series of hopefully short videos that highlight key lessons from the last 30 years of what we are calling perpetual transition in the energy space with an aim to offer insights on the go forward view.
Finding Common Ground on Energy Policy Choices
Our Super-Spiked post last week (here) asked the question of “Does the US President’s party matter to energy macro results?” Our over-arching conclusion is that the bark of presidential or party rhetoric is far worse than the bite.
Does The US President’s Party Impact Energy Macro Results?
In the United States, we unfortunately live in a time where the extremes of the two major parties dominate public attention, media headlines, and populist sentiment.
Can You Trust The United Nations on Energy and Climate?
This week we focus on the question “Can you trust the United Nations on energy and climate?” The question is sparked by a “climate change” warning label that YouTube placed on Super-Spiked Episode 37 “Goodbye Europe, Hello Rest of World” (here) that discussed an updated climate change statement from Barclays, German de-industrialization, and our thoughts […]
If ESG Reporting Disappeared, Would Most Investors Care?
The quick answer to what is admittedly a tongue-in-cheek title is almost certainly “no” though we expect both the tedious genre of corporate sustainability reports as well as the increasingly massive ESG industrial complex to persist.
American Energy Exceptionalism
This week we honor America’s upcoming 248th birthday on July 4th, when it declared independence from the King of England, and take a moment to celebrate the country’s incredible achievements in the energy sector.
Earning The Right To Grow
The macro backdrop is shifting from an obsessive focus on “energy transition” and the negative framing of energy usage that accompanies “the urgent climate crisis is all that matters” worldview to one where meeting growth in global energy demand is regaining its rightful prominence.