Last week I received a news alert that highlighted the extent of the current bear market in energy stocks. Typically, late in a business cycle and with a potential recession on the horizon, some sectors […]
How The Trade War Impacts The Oil Industry
The ongoing trade war with China is impacting many industries. Market volatility is being exacerbated by President Trump’s pattern of vacillating between threats and cease-fires on the topic. At the beginning of August, the markets […]
The Ethanol Industry’s Flaw Is Its Entitlement Mentality
I hadn’t intended to write another ethanol column so soon, but I have been engaged in a lot of debate and discussion over my recent ethanol columns. I think it’s worth reiterating some points. Also, a […]
Addressing Two Objections To My Midwest Ethanol Plan
Today I want to conclude the recent series of articles on ethanol. Previous articles in this series were: Ethanol Industry In Free Fall Since President Trump’s Inauguration The Problem With The Ethanol Industry How To […]
How To Fix The Ethanol Industry
In the previous column, I described what I believe are the problems with the nation’s ethanol program. In a nutshell, the U.S. government creates demand for ethanol via federal mandate. This mandate pits states, powerful public interests, […]
The Problem With The Ethanol Industry
Despite once being included on an “Ethanol Enemies List“, I would like to see a healthy U.S. ethanol industry. I think it’s important for the U.S. to produce as much fuel as we can domestically, […]
Ethanol Industry In Free Fall Since President Trump’s Inauguration
Following Donald Trump’s election in 2016, ethanol producers rallied. Shares of ethanol suppliers Green Plains, REX American Resources and Pacific Ethanol all climbed by double digits in the weeks after the election. I felt like this celebration […]
Why China Is Dominating Lithium-Ion Battery Production
The world is becoming increasingly electrified. Not only are developing countries increasing the availability of electricity to their populations, but the electrification of existing transportation infrastructure is proceeding at a rapid pace. By 2040, over […]
A New U.S. Oil Production Peak Looks Imminent
One of the most important questions in the global oil markets revolves around U.S. oil production. There is probably nothing OPEC would like to know more than when U.S. oil production will begin to decline. […]
Permian Basin Oil Production Growth Is Falling Fast
There’s no question that over the past decade, the U.S. shale oil boom has had a tremendous impact on global oil markets. The surge of U.S. oil production broke OPEC’s hold on oil prices — […]