July 6, 2024

The Decline and Fall of the Petrodollar?

By Carla Norrlöf – Project Syndicate Could changes to the longstanding “petrodollar” system […]
July 1, 2024

Why big oil is wading into lithium

From The Economist BP and Shell, two British oil giants, have long sunk […]
April 7, 2024

The Odds of $100 Oil Are Rising as Supply Shocks Convulse the Market

By Lucia Kassai, Sharon Cho, Devika Krishna Kumar, and Alex Longley – Bloomberg When oil jumped above $90 a barrel […]
April 4, 2024

Is US Oil Production Surging?

From Goehring & Rozencwajg The biggest mystery in oil markets surrounds the apparent […]
April 2, 2024

The World’s Biggest Oil Producers in 2023

By Bruno Venditti – Elements Despite efforts to decarbonize the global economy, oil […]
April 2, 2024

US Shale Drillers Seek to Power Oil Patch With Small Nuclear Reactors

By Will Wade and Mitchell Ferman – Bloomberg US oil companies including Diamondback Energy Inc. are considering small […]
March 30, 2024

Over 20% of the World’s Oil Refining Capacity Is at Risk of Closure

By Charles Kennedy – OilPrice.com More than 20% of the total global refining capacity […]
March 28, 2024

Biden’s oil boom

By Prinz Magtulis, Nichola Groom, Jarrett Renshaw and Moira Warburton – Reuters The counter-intuitive fossil fuel boom under […]
March 27, 2024

Further Ruminations on Saudi Arabia’s Oil Reserves

From Goehring & Rozencwajg In an unexpected move, Aramco, the Saudi national oil […]
March 20, 2024

The Big fat lies told by Big Oil, Big Plastic – Richard Mills

2024.03.15 While there is disagreement over its causes, the reality of global warming […]
March 4, 2024

Hydrogen Wildcatters Still Need to Find Their First Gusher

By David Fickling – Bloomberg From Spindletop — the Texan oilfield whose 1901 blowout […]
February 27, 2024

Oil: From Uninvestible to Must Own

From Goehring & Rozencwajg There are notable similarities between the uranium market twelve […]
February 15, 2024

Visualizing the Rise of the U.S. as Top Crude Oil Producer

By Omri Wallach – Vistual Capitalist Over the last decade, the United States […]
February 12, 2024

Oil & Gas Giants Cash in Tens of Billions

By Florian Zandt – Statista On February 7, French energy company TotalEnergies announced an […]
February 12, 2024

Visualizing the Rise of the U.S. as Top Crude Oil Producer

By Omri Wallach – Elements Over the last decade, the United States has […]
December 17, 2023

How the Oil and Gas Industry Spends Its Profits

By Selin Oğuz – Visual Capitalist 2022 was a highly profitable year for […]
September 25, 2023

Ranked: The World’s Biggest Oil Producers

By Pallavi Rao In 2022 oil prices peaked at more than $100 per […]
July 4, 2023

Sizing Up: The Oil Market vs Top 10 Metal Markets Combined

By Govind Bhutada The global physical oil market is astronomical in size and […]
June 15, 2023

Hubbert’s Peak is Finally Here

By Goehring & Rozencwajg Conventional oil production has now unequivocally rolled over. Unconventional […]
June 3, 2023

Hubbert’s Peak is Here

By Goehring & Rozencwajg The only source of growth over the past decade, […]
March 24, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Over the past 15 years, the vast majority of […]
March 12, 2023

The End of Abundant Energy: Shale Production and Hubbert’s Peak

By Goehring & Rozencwajg Crude oil fundamentals are very tight and risk getting […]
March 2, 2023

The Countries Buying Russian Fossil Fuels Since the Invasion

By Niccolo Conte A year on from Russia’s initial invasion of Ukraine, Russian […]
February 23, 2023

Combustion Going Bust: Global Phase-outs of Gasoline Cars

By Katharina Buchholz The European Union last week approved a law that will ban the sale […]
February 17, 2023

Why Investors Need to Watch Oil Prices in 2023

By Natural Resource Market Insights Managing Partner Adam Rozencwajg, CFA was recently interviewed […]
February 14, 2023

War and subsidies have turbocharged the green transition

The Economist In their panic to keep the lights on, policymakers across Europe […]
February 3, 2023

Could silver outperform gold again? – Richard Mills

2023.02.03 Gold sold off following the US Federal Reserve’s Feb. 1 decision to […]
January 29, 2023

Are You Really Against Fossil Fuels? Read This Before You Answer

By Vijay Jayaraj 2023.01.29 It is easy for anyone to say that they are […]
January 19, 2023

Saudi Arabia Just Killed The Petrodollar Right In Front Of Our Eyes

By Quoth the Raven 2023.01.19 Saudi Arabia has just issued a death knell […]
January 7, 2022

Rushing headlong into electrification, the West is replacing one energy master with another

2022.01.07 The United States and its allies, such as Canada, the UK, the […]
December 28, 2021

Plugging the fossil fuel energy gap with nuclear

The modernization and electrification of our global transportation system will require a change hitherto unprecedented in the history of civilization. Not even the shift from horse and buggy to the crank-start Ford Model T can compete with what it will take to electrify the billion-plus cars on the planet’s roads, and eventually put a complete stop to noxious tailpipe emissions resulting from the combustion of gasoline and diesel fuel, that are poisoning the air we breathe.

For now, thorium is a theoretical solution to our energy dilemma, but it could be much more than that. A concerted effort to develop thorium reactor technology could provide stable, clean, base-load power for millions, something that is not possible with renewables due to the intermittency factor and the current early stages of renewable battery storage technology. It is safer and better for the environment than uranium and can even use radioactive waste as feedstock for the nuclear reaction, thus killing two birds with one stone. The market is not yet ready for thorium, but when it is, a whole new mining sector and supply chain will be born.
April 24, 2021

Biden’s Green New Deal

Joe Biden came to power as the 46th US president expecting to spend more on green energy and clean technology. Just how much more is starting to be revealed.
April 11, 2021

The mounting obstacles to battery/ energy metals supply parity

“The adage of ‘if it can’t be grown it must be mined’ serves as a reminder that electric vehicles, transitional energy, and a green economy start with metals. The supply chain for batteries, wind turbines, solar panels, electric motors, transmission lines, 5G — everything that is needed for a Green Economy starts with metals and mining. Demand for these metals, principally lithium, nickel and cobalt on the battery side and copper, uranium and rare earth elements on the energy side is expected to rise rapidly.”
October 25, 2019

Canadian mining, oil & gas have a lot to lose from minority government

2019.10.25 In mid-August, a ground-breaking ceremony of sorts took place in Edmonton for […]
April 19, 2019

Battle royale brewing in Alberta

2019.04.19 Do you think the Canadian provinces have a fractious relationship with the […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
March 22, 2019

Push for more LNG overshadows fracking-caused earthquakes

2019.03.22 LNG Canada is getting more ambitious in its plans to build BC’s […]
February 16, 2019

The Big Lies perpetuated by Big Oil & Gas

2019.02.16 I always enjoy watching the Alberta government’s television ad on the Kinder Morgan […]
January 30, 2019

New Brunswick nuclear energy vs BC LNG

2019.01.30 The nuclear powered energy train has left the station in the Eastern […]