The Best-Performing Energy Companies Of 2020

In 2020, the energy sector got hit with the triple-whammy of a price war between Saudi Arabia and Russia, demand destruction as a result of the Covid-19 pandemic, and perceptions that oil is about to […]

How Green Bonds Work

The energy business is one that is extremely capital intensive. Conventional energy companies have capital budgets that are in the tens of billions of dollars. Globally, the International Energy Agency has estimated that total capital investment in […]

Grading My 2020 Energy Predictions

At the beginning of each year, I make several predictions about the energy sector. You can see those predictions and read the context at Energy Sector Predictions For 2020. There is still a little over a […]

The World’s Top Lithium Producers

Last week I read a press release that piqued my interest. Vancouver-based Lithium Americas Corp. announced that they had received an environmental impact statement (EIS) from the U.S. government for a proposed lithium mining project […]

How OPEC Sees The Oil Market In 2021

Earlier this month the Organization of the Petroleum Exporting Countries (OPEC), in conjunction with some Russia-led oil producers, agreed to increase oil output by 500,000 barrels per day (BPD) in January. The oil markets rallied, […]

The Oil Industry Is Climbing Out Of A Hole

Since early November the oil industry — which some had declared dead after the crushing losses earlier in the year — has gone on an impressive rally. ExxonMobil shares are up 27% in one month. […]

Pandemic Causes Record Decline In U.S. Carbon Emissions

Last week BloombergNEF (BNEF) published a new report that quantifies the impact of the Covid-19 pandemic on U.S. carbon dioxide emissions. The report estimates that 2020 emissions will be 9.2% lower than in 2019, reaching […]

At $16 Billion, Australian Solar Project Would Be Biggest In The World

The world’s most ambitious renewable energy project to date is the proposed Australia–ASEAN Power Link. This project would combine the world’s largest solar farm, the largest battery, and longest undersea electricity cable. The 10 gigawatt […]