Picture Show: AI to Power To Metals to Oil?
This week we have some fun with some Bloomberg pictures we created that highlight the information one can sometimes glean about traditional energy from other commodity markets like copper and other metals and minerals.
Long-Takes From The Road: Taking Risk
We are just back from nine days on the road across the western U.S. and British Columbia.
Top Ten Tactical Predictions for 2026
This year we adjust the approach to our tactical calls to be as much about what we think the most important areas to watch are and which tie into the longer-term mega themes we wrote about in the January 10 post.
Geopolitical Pragmatism and Crude Oil Markets
2026 kicked off with the dramatic news of the U.S.’s incursion into Venezuela and capture of its president Nicolas Maduro.
Big Themes for 2026: Up and To The Right
We kick off the year highlighting the Big Themes we expect to dominate the year ahead.
Good Call-Bad Call For 2025 Tactical Questions
Last week’s video podcast was a look back on our Big Themes for 2025 that we highlighted in January.
A Look Back On Our “Big Themes for 2025”
In this week’s video podcast we take a look back at the major themes we highlighted at the start of this year in a written post on January 11, 2025
Energy Dominance: Can Any Country Counter China’s Power Market Lead?
This week we expand our global power market analysis with a focus on how various regions compare and contrast with China, which is by far the largest power market in both size and volume growth.
Long-Takes From The Road: The Middle East
We are coming to you this week from the Middle East.
A Virtuous Power Growth Dynamic?
This week we dive into the global macro picture around the power super cycle theme, what we are calling Power Surge!