Ongoing Shortages for Global Natural Gas

03/31/2022

The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with..

The Oil Crisis is Unfolding in Slow Motion

03/24/2022

The article below is an excerpt from our Q4 2021 commentary. 

“The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ..

The Incredible Shrinking Oil Majors – Part II

01/21/2022

“Chevron Girds for Activist Challenge After Exxon’s Proxy Battle Defeat” Wall Street Journal, September 3, 2021“Exxon Debates Abandoning Some of Its Biggest Oil and Gas Projects” Wall Street Journal,..

Dispatch from the Road: Changes in Saudi Arabia

01/14/2022

We are currently in Riyadh, Saudi Arabia attending the inaugural Future Minerals Forum. This is our first dedicated research trip since COVID-19 and it has not disappointed. While most investors..

The Energy Crisis is Here - What's Coming Next?

01/06/2022

“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021..

[Video] Rising Gas Prices vs Battery Costs

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..

Tightness in Grain Markets

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..

Rising Gas Prices vs Battery Costs - Virtual Discussion with Adam Rozencwajg

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.

Running Out of Spare Capacity

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..

The Most Important 2000 Years of Energy History– Video Featuring Leigh Goehring and Adam Rozencwajg

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.

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