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.
Returns AND Growth With Long-Term Buybacks
We turn back to our favorite topic and that is profitability and the goal of generating superior long-term share price performance.
Q&A and Clarifications On Fading “Energy Transition”
We use the Q&A format this week to address burning questions and important points of clarification from last week’s post, So Long “Energy Transition,” Hello Meeting Global Power Growth
So Long “Energy Transition,” Hello Meeting Global Power Growth
We are just past the three-year anniversary of the IEA’s infamous Net Zero by 2050 report that among other things stated “no new oil & gas fields are required” and joined the climate hawk chorus demanding oil and gas firms aggressively transition to new energies that they believed would inevitably render their legacy businesses obsolete.
Pushbacks, Perspectives, and Random Thoughts
We are just back from 8 straight days on the road, so this is going to be a short video podcast that touches upon three themes.
Q&A and Clarifications on Everyone on Earth Being Energy Rich
This week we address ten of the burning questions many of you have about our Obliterating Peak Oil Demand series using the popular Q&A format.
Oil’s Peak Demand: Everyone Is Rich
Our main issue with the peak oil demand narrative is that it doesn’t solve for how everyone on Earth will someday enjoy the lifestyles The Lucky 1 Billion of Us take for granted.