The Global Natural Gas Crisis is coming to North America


A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.Asian and European natural gas..

The Oil Crisis is Unfolding in Slow Motion


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.” ..

Natural Resources: Inflation, Capital Cycles and ESG Distortions


Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?

The Incredible Shrinking Oil Majors – Part II


“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,..

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


“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..

Top Three Blog Posts of 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..

[Video] Rising Gas Prices vs Battery Costs


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..

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


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


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


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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