The oil and gas industry has had a rough ride since the oil price downturn of 2014. Over the past five years, the Energy Select Sector SPDR ETF (XLE), which represents the largest energy companies […]
Why Oil Demand Won’t Follow Coal’s Death Spiral
After a steady rise that lasted nearly 50 years, U.S. coal consumption peaked about a decade ago. Since the peak in 2007, coal consumption in the U.S. has fallen an astounding 44%. There are two […]
MLPs Continue Historic Losing Streak
Energy stocks have had an up and down year. But one segment of the energy sector has been unfairly punished in my opinion, even though it has been financially healthier than the rest. The midstream […]
Carbon Dioxide Emissions To Rise Through 2040
Last week the International Energy Agency (IEA) released its World Energy Outlook (WEO) 2019. The WEO projects global energy supply and demand through 2040, under three different scenario assumptions: The Current Policies Scenario (CPS) shows […]
Shale Growth Projected to Stall By 2021
Earlier this summer, it seemed that U.S. shale oil growth was beginning to slow. But then production growth picked back up headed into the fall, and is presently at 12.6 million barrels per day (BPD) […]
What Is Aramco Worth?
Last week Saudi Arabia’s national oil company Aramco announced its intention to publicly offer shares on the Riyadh stock exchange. The IPO has been pending for several years, but many questions still abound. One of […]
Exxon Knew. Did They, Though?
When I worked for the oil industry, I began to see things differently from the inside. The image in my mind of “Big Oil” began to be challenged immediately through personal experience. To this day, […]
Biofuels: An Environmental and Economic Catch 22?
Earlier this month, France’s constitutional court upheld a law cutting palm oil from the country’s list of approved biofuels and eliminating associated tax exemptions. The court rejected an appeal by French energy company Total, which […]
What Is Causing Ethanol Demand To Decline?
If you ask politicians in the corn belt, or those who produce corn or ethanol, they know exactly where to place the blame for their recent troubles: The oil industry. To recap, the Renewable Fuel […]
The Lead-Acid Battery’s Demise Has Been Greatly Exaggerated
Following my recent article – Lead-Acid Batteries Are On A Path To Extinction – I received an email from Battery Council International (BCI), the trade association for lead battery manufacturers, recyclers and suppliers. Members directly […]