12/28/2021
Over the past 18 months energy prices went from an all time record low (negative oil prices) to an all time record high ($40 per mmbtu European natural gas). The energy crisis we had predicted is now...
12/17/2021
With gas headed toward $2/Litre, can an electric future really balance the scales? On December 8, 2021, Adam Rozencwajg was one of the featured experts at the Driving into the Future virtual auto...
12/10/2021
“Food Supply Chains Are Buckling as World Runs Short of Workers” Bloomberg, September 2, 2021“Ruined Brazil Harvest Sparks Food Inflation Everywhere” Bloomberg, September 28, 2021 First appeared in...
12/06/2021
We are excited to be one of the featured experts at the Driving into the Future virtual auto event brought to you by TOYOTA.
11/19/2021
First appeared in Q3 2021 commentary Global oil markets could not have looked grimmer than back in the summer of 2020. COVID cases were increasing again and further global economic lockdowns were...
11/04/2021
Few people think of energy at all and even fewer think about its history. We are on the verge of a new chapter in the History of Energy and few people realize the implications.
10/29/2021
First appeared in Q2 2021 letter Last summer, we predicted global oil demand would quickly regain its pre-COVID peak as travel restrictions were lifted. Clearly, in retrospect, we were too...
10/21/2021
First appeared in Q2 2021 letter Oil production growth outside of OPEC+ and the US shales has been extremely difficult to achieve — even before the recent ESG pressures. Over the last 20 years, oil...
10/08/2021
First appeared in Q2 2021 letter The foundation for the upcoming oil crisis is now firmly set in place. Despite recent hiccups related to the delta variant, the world is re-opening and global oil...
10/01/2021
First appeared in Q2 2021 letter Uranium stocks sold off in mid-June as news outlets reported a possible leak at the Taishan Chinese reactor, a joint venture with Électricité de France (EDF). The...