Today the International Energy Agency (IEA) released their Oil Market Report. While the report is only available for subscribers for the first 2 weeks following the release, reports are already emerging on some of the […]
Prepare for Volatility
I saw a comment from someone yesterday that if this week’s inventory report shows a sharp drop in crude inventories, oil will probably spike up above $100. I do think that because of the storms […]
Vinod Khosla Scoops Me
Some people think I am anti-ethanol. That is an oversimplification, and a misrepresentation of my position. I have nothing against ethanol as a fuel. It isn’t as good a fuel as butanol, but then again […]
Pacific Ethanol Continues Slide
In June 2006, I warned about Pacific Ethanol (PEIX) in response to a story suggesting that the company presented a great investment opportunity: Ethanol Investing: Counterpoint Some excerpts of what I wrote: I will make […]
Delusions of a Harvard Professor
A lot of people presume that technology is going to provide a nice, cost-effective solution to our energy problems. Who could blame them, when you have people like Ricardo Hausmann, the director of Harvard University’s […]
E85 Road Test
A couple of months back, I posted Gary Dikkers’ analysis comparing the fuel efficiency of Minnesota and Wisconsin. Gary’s conclusion was: Both states have almost identical topography, climate, demographics, and about the same mix of […]
My Patent List
This is related to the topic of energy, but somewhat off topic. I get an occasional inquiry about one of my patents. These patents are primarily related to my work around gas-to-liquids, particularly on the […]
Brazil’s New Oil Discovery
You may have seen in the news that Brazil has made a new oil discovery. It is always hard to judge how much is hyperbole, but they are excited about it: Offshore oil discovery could […]
Dear Saudi: Stop Hogging Our Oil!
Raymond J. Learsy, author of Over a Barrel,is an idiot. How he managed to write a book will always be a mystery to me. Every time I read one of his screeds over at Huffington […]
“Really Bad Days”
The normally optimistic International Energy Agency (IEA) made some very pessimistic comments in Time yesterday: Oil Prices: It Gets Worse Oil prices hit a record high of $97 a barrel on Tuesday, but the next […]