The USDA recently updated the numbers on the energy balance of corn ethanol in 2015 Energy Balance for the Corn-Ethanol Industry. Today returning guest Todd “Ike” Kiefer scrutinizes the numbers in the report and he […]
Cellulosic Ethanol Falls A Few Billion Gallons Short
Ten years ago a visionary named Vinod Khosla gave a presentation called Biofuels: Think Outside the Barrel. It seems to have disappeared from his Khosla Ventures website, but you can find an archived version here. […]
It Really Was A Trillion Dollar Blunder
A few days after Christmas I appeared on CNBC Asia’s Squawk Box to discuss the volatility in the oil market. Bernie Lo asked a question about OPEC’s strategy, and I characterized their decision to defend market share […]
My 2016 Energy Predictions
When I made my annual energy predictions a year ago, I noted that I foresaw a “lot of uncertainty in the energy markets” and indicated that “the direction on several fronts is unclear.” That certainly […]
Grading My 2015 Energy Predictions
Introduction “It’s tough to make predictions, especially about the future.” ― Yogi Berra I haven’t looked forward to this post since about mid-year, when it became clear that I wasn’t going to have a repeat […]
The Top 10 Energy Stories Of 2015
Introduction As I have done for several years now, I like to close out the year by highlighting the top stories in the energy sector. The 2015 list was challenging, because so many of the […]
Where The Carbon Emissions Are
Introduction With world leaders meeting in Paris this week and next to formulate plans for tackling carbon emissions, I believe it’s critical to understand the source of those emissions. After all, if you are going […]
Energy on the Edge: Understanding the Challenge
Energy on the Edge Along with the OPEC meeting that takes place late this week, the biggest story in the world of energy is the Paris Climate Change Conference (Conference of Parties 21, or COP21) […]
While You Were Distracted by Keystone XL
A Long-Awaited Decision Earlier this month, after a debate that spanned nearly the entire duration of his presidency, President Obama finally rejected the proposed Keystone XL pipeline project. He had been heavily criticized on this […]
Boom to Bust – 5 Stages Of The Oil Industry
It’s Not That Simple In my previous article Why the Bakken Boomed, I discussed the shale oil boom that has had such a dramatic impact in North Dakota’s Williston Basin over the past decade. But throughout […]