Over the last six months I wrote a number of articles for the Hedge Connection, a newsletter that goes out to many thousands of investors, especially family offices. Considering that one of its most important domains is clean energy, I was …
Proud to Write for the Financial Prognosticator "The Hedge Connection" Read More »
A colleague just sent me this: “The story should not be how falling oil prices will impact the shift to clean energy, it should be how the shift to clean energy is impacting the oil price.” – Michael Liebreich, chairman of …
Why Are Oil Prices Falling? Putin? Something Else? Read More »
If you like self-styled people who don’t ask permission to do what they think is right, you have to live in awe of the state of Vermont. The presence of Bernie Sanders in the U.S. senate (pictured) is proof enough, …
In our discussions of the oil industry and its legitimacy, we occasionally run across people who deny that oil and terrorism have any real link, e.g., this comment to my recent piece on electric transportation: …. nor has “terrorism” got …
Alejandro Manrique is a colleague from Argentina, who, last year, demonstrated his great generosity: he donated a ton of time to translate a great deal of our content here into Spanish. He wrote me just now to wish me a Happy …
A friend sent me this piece on the environmentally disastrous coal ash accident that occurred earlier this year. I wrote in return: Yes. I saw that recent “60 Minutes” piece in which Leslie Stahl (and the editors) totally barbecued the CEO …
Here’s a piece on railway disasters involving oil tankers. I could be wrong, but it seems that the ecological damage of these incidents is an externality of the oil business that is seldom counted—even by the people who are counting.
My friend and frequent 2GreenEnergy commenter Cameron Atwood just sent me this quote from Lawrence Wilkerson, former aide to Colin Powell, in which he (Wilkerson) talks about Royal Dutch Shell’s two main scenarios for the world in 2075: What I’m …
A reader who’s been around here for a great while responded to my newsletter this morning: Craig. Sorry to see you’ve declared Big Energy your worst friend forever. Whenever waging warfare, it’s good to carry a Big Gun. I respond:
Below is a graph that illustrates the pickle the world is in vis-a-vis a sustainable course to energy. Apparently, China has promised to max out its consumption of coal by 2030, and the author of this article seems quite exuberant …
