Energy Contrarian

We are witnessing a fundamental shift in oil markets, a structural phase-change. Oil prices hit their lowest point last week since June 2022, when the market was gripped by fears…

Tom Steyer has an impossible dream.  “We are going to electrify the planet…We’re going to get off fossil fuels.” Tom Steyer He’s written a book called Cheaper, Faster, Better: How…

Many oil analysts believe that global oil supplies are tight, but markets don’t agree with them. In fact, markets haven’t indicated any signs of scarcity since the energy shocks that…

Events in the Middle East suggest far more than the “challenging days ahead” mentioned by Israeli Prime Minister Benjamin Netanyahu. Iran was humiliated by a security failure that allowed the…

People talk about addiction to oil but we’re also addicted to electric power. I’m speaking from personal experience. Hurricane Beryl left over two million people in the Houston area without…

The International Energy Agency (IEA) has become a dishonest broker of information because of its renewable energy bias. This week, it reported that there will be a staggering oil glut…

There is no energy transition, no paradigm shift or green revolution. Acknowledging this stark reality sooner rather than later will allow us to focus on devising strategies for managing the…

President Biden’s attempt at reviving U.S. industrial policy is likely to fail, as it comes two decades too late to effectively compete with China. The greater concern is that the…

Since the 2020 pandemic, many things have changed, but nothing more than geopolitics. Wars and clashes that used to be largely national have given way to more regional conflicts that…

The latest conflict between Iran and Israel just made Europe’s already precarious energy and economic situation a lot worse. Many analysts and politicians are celebrating Europe’s resilience after losing its…

Technology and innovation are overrated. They are the twin messiahs that are supposed to save us from ourselves if we only believe and pray hard enough. They won’t and there’s…