Where Are We In The Cycle…In Pictures
This week we stick with the video format to provide an update on “where are we in the cycle” for traditional energy.
The End Is Not Near (for Oil…or Gas)
This week’s video continues our now month-long series of analyzing the significant long-term growth potential we see for crude oil, which is in sharp contrast to consensus fears that “peak oil demand” is imminent (i.e., within the next 5 years).
Lessons From Asia “Tigers”: Significant Oil Demand Growth Ahead For India and Africa
In last week’s Super-Spiked we discussed the significant energy growth potential in India and Africa in coming decades as 1.4 billion people in each region seek better economic outcomes, poverty reduction, and ascension to the modern lifestyles we take for granted in the United States and Western Europe.
Obliterating Peak Oil Demand Fears As Energy Transition Realities Set In
The divergence in expected 2028-2030 oil demand between the International Energy Agency’s (IEA) recently published Oil 2023 report and its May 2021 Net Zero by 2050 report is staggering.
VideoPods (EP27): Is Oil A Sunset Industry? Part 1 – Demand
This week’s video is part 1 (of at least 2) that will address the question of “is oil a sunset industry?”
FAQ: Peak demand? Peak Permian? What About Africa?
This week we return to a Q&A-styled note to address questions we have received, grouped by Super-Spiked theme.
Five Big Questions for Traditional Energy at the Mid-Point of 2023
Welcome to the 2H of 2023! It’s always hard to believe how quickly time flies. As we did at the start of the year, we will look to address the five big questions we see facing the traditional energy sector.
Disruption Countries Risk: A Navigable Macro Factor
Whatever it is that happened or didn’t happen in Russia last week is the most recent reminder that geopolitical turmoil remains a relevant consideration for energy markets.
OPEC, Trading Noise, and Oil Super-Cycles
This week’s video brings together our last two written posts that questioned the market’s obsession with OPEC noise and short-term inventory changes, especially when contemplating the potential for an oil super-cycle.
Oil Super-Cycles Are About Upward Pressure on Long-Dated Oil, Not Near-Term Inventory Movements
James Carville, chief political strategist for Governor Bill Clinton during his successful 1992 presidential run, coined the phrase “It’s the economy, stupid,” a reference that weak US economic conditions under President George H.W. Bush should matter more than his foreign policy successes including winning the Gulf War.