The slides from all of the presenters at the recent Orlando Energy Conference are now all available online:
Here is the link directly to my presentation:
Here are several of my slides, which give a flavor of my presentation:
The primary thrust of my message is that we are looking at a potentially serious energy crisis in the not too distant future as oil begins to deplete faster than renewables can fill the void. Globally, India and China will have a huge influence over the oil markets, driving prices eventually higher than where they were last summer. Times will continue to be very difficult for U.S. refiners as more refineries are built close to the source of the oil, but there will be occasional bursts of profitability. The last two slides talk about the platform that my new company is building.
The conference was heavily oriented toward agriculture, and there was a lot of discussion about the role for biofuels in agriculture. There were a number of high profile speakers, including Harry Baumes, an Associate Director at the USDA. I had the opportunity to speak with Harry one on one at dinner one night, where we primarily discussed U.S. ethanol policies.