High Energy Cost Hurts Wind & Solar

10/14/2022

The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices..

The Incredible Shrinking Oil Majors - Part III

09/16/2022

The article below is an excerpt from our Q2 2022 commentary.Are you embarrassed as an American company that your production is going up while the European counterparts are going down…. Would you..

Renewables and the Upcoming Bull Market in Copper

07/26/2016

Elon Musk’s April announcement that Tesla will manufacture a $35,000 electric vehicle prompted a huge amount of discussion in the investment community regarding the coming bull market in renewables..

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