Geopolitics and Transition Turmoil
We focus on the long-term implications to the energy sector of the sharp rise in geopolitical turmoil.
Policy Risk In A Future Super-Spike 2 Environment
Last week we addressed three of the Five Big Calls To Get Right Over The Next Ten Years. This week we turn to the fourth one listed: policy risk, in particular if a future “Super Spike 2” energy crisis environment were to materialize.
Five Big Calls To Get Right Over The Next Ten Years
This week we turn to the topic of big calls and strategic decisions we think corporates and investors need to get right over the coming decade.
Profits Over Preaching
We have titled this week’s issue “Profits Over Preaching” as we look to bring together a number of recent themes and address three interesting questions we have received while attending recent macro/industry events in Italy, Calgary, and New York.
Ding DONG: New Energy Growing Pains Rewards Transition Patience
Despite significant volume growth and policy support, a trio of new energy indices—ICLN, NEX, and TAN—have now effectively gone nowhere since 2010.
The 1.4 Billion People Club Will Dominate The Outlook For Energy
We continue our series on re-focusing energy discussion and debate to how to best meet the substantial energy needs of the other 7 billion people on Earth that are not among the lucky 1 billion of us that live in the USA, Canada, Western Europe, Japan, Australia, or New Zealand.
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.