Over the past three weeks, there have been numerous headlines insinuating that a freefall in oil prices is underway. Last week I read that the…
Chemicals and Fertilizer IndustriesIn last week’s post As Natural Gas Prices Rise, Who Benefits the Most?, I discussed the sectors that would benefit from rising…
Over the past two years the spot price of natural gas fell from nearly $5 per million British thermal units (MMBtu) in June 2011 to…
Last week the U.S. Geological Survey (USGS) provided an update of oil and gas resources in the Bakken region. This was their first update since…
Perhaps the biggest shortcoming of solar and wind power is their intermittency. In locations like Hawaii, where I live, wind and solar power are already…
As a result of the hydraulic fracturing (fracking) revolution, US oil and natural gas production have been rising for several years. According to the Energy…
Fortunes are being made in North Dakota right now as a result of the oil boom there. Not only the oil producers but pipeline operators,…
March was a challenging month for refiners. Three weeks ago I discussed the issue of the looming ethanol blend wall, which is leading to soaring…
I started to go with “Fiddling While Rome Burns” in the title, but I know many people who would take great exception to the notion…
If not for the US government’s latest demonstration of incompetence that played out at the end of last week (a.k.a. sequestration), the top news story…
Energy Security TrustEnergy policy is a major topic of discussion during almost every State of the Union address. The most recent address was no exception,…
Oil Money is Bad Money, Except When…Al Gore has just released a new book — The Future: Six Drivers of Global Change — and is…
A few years ago, I made the observation that the best thing that could happen to mitigate against some of the potentially severe consequences of…
Investing for me is about identifying long-term trends, and then investing in companies whose business I understand, that will benefit from those trends. For more…
The Energy Information Administration (EIA) last week reported on a potential crisis for heating oil customers in the Northeast part of the United States. In…
I am getting numerous questions about the situation with California’s surging gasoline prices. Therefore, I want to take some time to explain what makes California’s…
Over the past two decades, Chinese oil consumption has quadrupled to nearly 10 million barrels per day. For the past decade they have been on…
Motivated Reasoning This week I was reading an article from the Associated Press called Some fracking critics use bad science. The gist of the article…
Global Experiment With the ClimateI want to preface this column by saying that I am very concerned about climate change. The rapid growth of atmospheric…
Since I first started writing about energy in 2005, I have said many times that my view on oil prices is long-term, and that if…