Geopolitics

China will conquer semiconductors just as it has conquered EVs and solar.

Apr 30 •

Geopolitics & War

Pro Tier: April 2024 Doom Zoom

Apr 29 •

Friends Like These

When it comes to energy, Europe is fighting a two-front war.

Apr 23 •

Climate: The Article

Thoughts on the new documentary you’re not supposed to watch.

Apr 19 •

Carbon Colonialists

On the depantsing of a BBC reporter by the president of Guyana.

Apr 7 •

The Energy War Goes Kinetic

Ukraine’s increasing desperation is raising the stakes globally.

Mar 26 •

Looking at some of our hits and misses of the past five months.

Feb 28 •

Pulling It All Together: Oil in the Coming Decades

Pro Tier: Doom Zoom January 2024 Session

Jan 31 •

Alone in the Foxhole

What the Biden LNG export pause means for primary energy producers.

Jan 30 •

Gold in Resolution

One way or another, 2024 is setting up to be a historic year for gold.

Jan 13 •

The New World’s Oil

When it comes to energy, a united Western Hemisphere could neutralize the Middle East.

Dec 29, 2023 •

Liquefied Natural Glut [Resend]

On the inelasticity and interdependence of primary energy markets.

Dec 12, 2023 •

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