Nuking the AI Data Centers
By now the broader investment and policy community are learning about the step change in anticipated electric power growth we energy geeks have known...
Infrastructure
Economic Shutdown in the Energy Transition
The frustration some have with the pace of the energy transition all comes down to the rate of attrition. If the newer/cleaner technologies, including...
Energy Transition Motivational Speaking
Lately, I have read countless articles seeking to explain the motives behind why the big oil companies are buying up smaller competitors and why...
The People’s Republic of Texas
We have written in the past how the extreme – and opposite – energy policy positions taken by California and Texas have led to...
Why Problems With Renewables Have Hurt the Utility Sector
The September sell-off in utilities was due to concerns about profitability of renewable development, not interest rates. Renewable developers (not utilities) are facing cost...
The War on Drugs and Carbon
By now, it’s not controversial to say that fighting a war on illicit drug supply rather than demand has been a failure. It hasn’t...
Does Anyone Remember the Green New Deal?
The Green New Deal was put forth on Feb 7, 2019, as House Resolution 109. It wasn’t just about clean energy. It was also...
Revolting Shareholders – More on the Energy Blame Game
To paraphrase Michael Douglas in “The American President” (Universal Pictures, 1995), whatever the voter’s problems, most politicians have no interest in solving them. They...
This Just In: Supply and Demand Drive Energy Prices
Two of the best annual reports on global energy supply and demand came out over the last two weeks: The International Energy Agency (IEA)...
Tesla’s ESG Reckoning: Why You Can’t Just Look Through the “E” Lens
A recent rebalancing of the S&P 500 ESG Index[1], excluded Tesla (TSLA) due to poor performance on the “S” (social) and “G” (governance) standards. ...
The Energy Blame Game and Other False Narratives
Now that petroleum and natural gas are in short supply (along with every other commodity), prices have spiked and the initial shock to our...
Larry Fink and Ray Dalio to Petroleum Industry: Drill Baby Drill
This year’s annual letter from Blackrock CEO Larry Fink and recent comments by Bridgewater’s Ray Dalio add to the growing chorus advocating for maintaining...