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!
Then and Now: Five Thoughts On Energy Super-Cycles
In this week’s short video podcast, we wanted to share some thoughts on how the early days of the China-BRICs expansion compares and contrasts with the current AI-driven mania and its impact on power markets.
Power Surge! The Third Energy Super-Cycle Of Our Lifetime
In last week’s “Long-Takes From The Road” video podcast, we teased our view that the third energy super-cycle of our lifetime is underway, with this one focused on the power sector.
Long-Takes From The Road: Power Surge!
We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector.
Substantive Sustainability in a Post Net Zero World
We are going to go back to the future this week to discuss the seemingly verboten topic of “sustainability.”
Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase
We are in the midst of another heavy travel stretch so it’s going to be a short video this week.
FAQ On Traditional Energy Being in Bottoming Phase of 2+ Year Mini-Downcycle
Evidence continues to build that we are closer to the end of the 2-2.5 year downdraft following the oil price spike that occurred in the period after the February 2022 start of the Russia-Ukraine war.