Copper, Crude, China, Normalization
This week we continue the theme of normalization. The 2020-2023 period of “urgent energy transition,” “peak oil and gas demand,” and ESG hysteria we think is fading.
What The 50-Year Quest For US “Energy Independence” Can Teach Us About “Net Zero” Achievability
This past week was Climate Week in New York City. A core takeaway from various meetings not only in New York but also in Oxford, on Zoom and elsewhere in recent weeks is that we continue to see evidence that the general conservations around energy are become healthier and directionally more pragmatic, with “climate only” ideology no longer the overarching narrative.
Live from St Andrews: 50th VideoPod Special
We are using the occasion of our 50th Super-Spiked video podcast to provide thoughts, lessons learned, and new perspectives gained from the first 49 videopods, 90 written posts, and what is now nearly 3 years of publishing Super-Spiked content.
FAQ on A Slowing China’s Impact on the Oil & Refining Macro
We follow-up on last week’s Next 10 Years of Perpetual Transition: China post with ten frequently asked questions on China and our macro perspectives.
Next 10 Years of Perpetual Transition: China
Among energy markets, we see China uncertainty as being most meaningful for crude oil, surprisingly less relevant for refining, and irrelevant to biofuels.
30 Years of Perpetual Transition: Geopolitics & Policy
This week we provide the third installment of our August series on “30 Years of Perpetual Transition”
30 Years of Perpetual Transition: Sectors
This week we continue our series of “30 Years of Perpetual Transition” with a focus on how various energy sectors and business models have evolved.
30 Years of Perpetual Transition: Macro
For the last month of summer, we are aiming to produce a series of hopefully short videos that highlight key lessons from the last 30 years of what we are calling perpetual transition in the energy space with an aim to offer insights on the go forward view.
Finding Common Ground on Energy Policy Choices
Our Super-Spiked post last week (here) asked the question of “Does the US President’s party matter to energy macro results?” Our over-arching conclusion is that the bark of presidential or party rhetoric is far worse than the bite.
Does The US President’s Party Impact Energy Macro Results?
In the United States, we unfortunately live in a time where the extremes of the two major parties dominate public attention, media headlines, and populist sentiment.