In what must be an imminent Doomer’s worst nightmare, the IEA has signaled that October 2007 was the highest ever oil production month on record. After reporting that September production came in at 85.1 million […]
IEA Slashes Demand Projections
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 […]