Major long-term capital investments require predictable profitability and stable capital costs. For the eight large-scale liquefied natural gas (LNG) projects proposed on the U.S. Gulf and East Coasts, both of these factors appear increasingly uncertain. […]
Trump’s New Tariffs: A Crude Blow to U.S. Refiners and Consumers
President Donald Trump’s newly imposed 25% tariffs on goods from Mexico and a 10% tariff on energy products from Canada have the potential to send ripples through the U.S. oil and gas market. These tariffs, […]
Why Natural Gas Prices Are Surging
Natural gas prices recently soared to their highest levels in two years, driven by a combination of extreme weather, supply constraints, record liquefied natural gas (LNG) exports, and global demand pressures. This surge has significant […]
What Jon Stewart Got Wrong About Oil Company Subsidies
Let me state up front that I am a fan of Jon Stewart. I watched The Daily Show for years. He calls attention to many important issues, and he is a formidable debater. But Stewart […]
Why You Pay More for Gas in Summer – And Why It’s Necessary
Every summer, drivers across the U.S. experience a familiar frustration: rising gas prices. What many don’t realize is that part of this seasonal price increase stems from the switch to summer gasoline blends. This transition, […]
Is Big Oil Really to Blame for Climate Change?
Some believe that “Big Oil” should be held financially accountable for climate-related disasters, such as California’s wildfires. Their rationale? Major oil and gas companies are profitable and have contributed significantly to atmospheric carbon emissions. A […]
Why Oil Companies Are Cautious About Trump’s ‘Drill, Baby, Drill’ Plan
Ahead of his second term, President Donald Trump revived the “Drill, Baby, Drill” slogan, reaffirming his commitment to boosting domestic oil production and reducing energy costs. This policy aims to enhance energy independence, drive economic […]
Chris Wright Outlines His Energy Priorities
On February 5, 2025, U.S. Secretary of Energy Chris Wright issued his first secretarial order titled “Unleashing the Golden Era of American Energy Dominance.” The order outlines a comprehensive plan to accelerate domestic energy production, […]
Tesla’s Deliveries Fall By Double Digits
It’s hard to believe it was ever a controversial take, but a little over two years ago, I argued that Tesla’s market share was poised to decline due to Elon Musk’s behavior. I cited a […]
Energy Dominance? Mission Accomplished
President Donald Trump campaigned on the promise of “unleashing U.S. energy dominance,” but the reality is that the United States has already achieved this goal. Over the past decade, the U.S. has cemented its position […]