How Sweet is it? I’m Talking about Light Sweet Crude Oil

SOURCE:  US Energy Information Administraton ‘So there will be weeping and gnashing of teeth’ the parable of the weeds goes in Matthew 13:42. No, this is not a Bible lesson nor am I suggesting a revelation about the future direction of oil prices. But it always surprises me when there is so much angst when Read more about How Sweet is it? I’m Talking about Light Sweet Crude Oil[…]

Can the Big Shift in Energy bring a Return of Industrial Demand?

Outsourcing became a dirty word in the 2012 elections, in part, because over the last decade the US lost more than 5 million jobs to offshore emerging markets.  While politicians will continue to score points about which party or players are responsible for these job losses, they are losing sight of a reversal of fortunes now Read more about Can the Big Shift in Energy bring a Return of Industrial Demand?[…]

What’s Missing in the Romney Energy Plan?

“An affordable, reliable supply of energy is crucial to America’s economic future. I have a vision for an America that is an energy superpower, rapidly increasing our own production and partnering with our allies Canada and Mexico to achieve energy independence on this continent. If I am elected president, that vision will become a reality Read more about What’s Missing in the Romney Energy Plan?[…]

Who Will Serve the Energy Vertical in the Next Boom?

SOURCE: Ventyx Energy Advisors   The change in market fundamentals, competition and technology are turning the energy vertical on its head bringing new entrants using new solutions not yet commercially available in the last boom stage to transform big data into big competitive advantage in the next boom. The tools of choice include mobile real-time Read more about Who Will Serve the Energy Vertical in the Next Boom?[…]

Disruptive Economics for Growth

I will spare you the latest reports from the dismal science of economics.  We all feel the pain.  Part of that pain is our frustration that our politicians are acting true to type—like politicians running for cover or for reelection or both.  This week we will get a double dose in the latest Republican candidate Read more about Disruptive Economics for Growth[…]

USE IT OR LOSE IT AMERICA: Domestic Energy Production @ Risk

Ok I admit it, I am an energy geek! I spent the last twenty years earning my living helping clients turn their energy strategies into actionable results.  I believe in the power of markets and worship at the altar of competition in the belief that thriving, competitive wholesale energy markets are good for the energy Read more about USE IT OR LOSE IT AMERICA: Domestic Energy Production @ Risk[…]

Straight Talk from the S&P Woodshed

America got called to the S&P Principal’s Office to receive our punishment for not doing our homework.  In the ‘good old days’ the principal would have told us to bend over and put the cane to our backside.  These days there are often no consequences for falling behind so we got a ‘good talking to’ Read more about Straight Talk from the S&P Woodshed[…]

My ‘Worry’ List for 2011

Year-end is always a time to look back and take stock of what happened as well as offer predictions for the period ahead.  As a forecaster by profession this is a comfort zone that exists year-round with long term views refreshed typically twice yearly and short-term views more frequently. Predictions, on the other hand, are Read more about My ‘Worry’ List for 2011[…]

Our Economy: Off Life Support but not out of Intensive Care

Personal Income flatlined in September, Third Quarter limped along at 2% Annual Growth. Wells Fargo Economics reported today that changes in unemployment compensation legislation resulted in a reduction of benefits paid by $25.5 billion at an annual rate in September as third quarter results started to appear for the markets to digest. This explains most Read more about Our Economy: Off Life Support but not out of Intensive Care[…]

The Dirty Secret of Sustainable Energy

The quest for clean energy sustainability has been waged on a strategy that can be summarized as ‘subsidize the good stuff, and demonize the bad’.  This post is not about climate change risks, it is a focus on a condition precedent to a practicable achievement of emissions reduction goals—-baseload generation. Climate change advocates do not Read more about The Dirty Secret of Sustainable Energy[…]