It was only a month ago that I began advising investors to ease up on certain energy stocks, following 20%-30% gains since the beginning of the year. But a brutal May and a weak start to […]
Mexico Is Our Most Important Natural Gas Export Market
Recently the Trump Administration announced plans to impose a 5% tax on all goods imported from Mexico unless “the illegal migration crisis is alleviated.” These tariffs would potentially rise to 25% by October. Many business […]
Ethanol Industry Suffers A Court Defeat
Ethanol supporters were certain conditions for them would improve following Environmental Protection Agency (EPA) Administrator Scott Pruitt’s resignation. As Oklahoma’s Attorney General, Pruitt had sued the EPA over the Renewable Fuel Standard (RFS). As EPA Administrator, Pruitt was generally viewed as hostile to […]
Could A Chernobyl Happen Again?
My wife and I have been watching the new HBO miniseries on the 1986 Chernobyl nuclear disaster. During the second episode, she asked me the question that is probably on everyone’s minds as they watch […]
The Holy Grail Of Lithium Batteries
Better batteries are needed to economically smooth out the intermittency of renewables like wind and solar power. One company may have finally solved some of the most vexing problems facing lithium-based batteries.
Three Accidents That Derailed The Nuclear Power Industry
The prospects for nuclear power looked bright in the 1970s and 1980s. But three accidents would derail public enthusiasm.
Top 20 Oil Companies Improved Cash Flow By $34 Billion
It is commonly accepted that fracking companies don’t make money. Well, some of them do, but some that don’t have seen their share prices explode. Further, the industry overall has made huge improvements since 2014.
Chevron Should Walk Away From Anadarko Deal
I originally thought Chevron would win the bidding war for Anadarko Petroleum. But the price has gotten too high, so I would argue that it’s time for them to walk away from the deal.
First Quarter Energy Sector Earnings: Chevron, ExxonMobil, Kinder Morgan, Valero and ConocoPhillips
First quarter earnings are rolling in, and the energy sector is broadly exceeding expectations.
The Energy Content In Your Gasoline Is Declining
Over the past decade, the energy content in U.S. gasoline has steadily declined. Here’s why.