Posts Tagged: Supply and Demand
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 clean energy project cancellations are a failure of government policy to motivate a rapid energy transition. The line on oil companies is that they must be motivated by bullish oil demand[…]

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No Farms, No Food; No Energy, No GDP

As we wrap up 2022 and look forward to 2023, talk of an oncoming recession is all around us.  This would normally be a concerning outlook for the cyclical energy industry, but this energy up-cycle is not driven by strong demand.  It is instead driven by a lack of supply. In the past, geopolitical events[…]

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