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,..

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..

Top Three Blog Posts of 2021

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..

[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..

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.

Update on Global Oil Demand

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..

The Incredible Shrinking Oil Majors

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..

The IEA’s Role in the Coming Oil Crisis

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..

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