The Global Energy Game Changer @ Work

The Global Energy Game Changer @ Work The US oil and gas business is booming because of the shale revolution at work, but in many parts of the industry there are growing pains.  The super majors face rising costs for finding and developing new reserves.  The midstream players face infrastructure bottlenecks.  Refineries face a glut Read more about The Global Energy Game Changer @ Work[…]

The Revenge of Competitive Markets and the Big Shift in Energy Economics

The economy, jobs and the debate over the direction of the country dominate 2012 political campaigns.  Nowhere is the political rhetoric fiercer than on energy issues. Today there is wave after wave of new Federal regulation designed to favor clean energy strategies at the expense of fossil fuels that still provide most of our energy Read more about The Revenge of Competitive Markets and the Big Shift in Energy Economics[…]

Short Term Energy Outlook: Good News or Bad News?

The US Energy information Administration (EIA) released its updated Short Term Energy Outlook (STEO) May 8, 2012.  The overview calls for falling crude oil prices, falling gasoline prices, falling electric demand but higher natural gas prices as the prospect of exports reduces fears of excess inventory. The STEO is always a volatile cocktail of near Read more about Short Term Energy Outlook: Good News or Bad News?[…]

Lessons from the Annual Energy Outlook

The US Energy Information Administration (EIA) released its Annual Energy Outlook (AEO2011) which is a summary of the finding and insight from its simulation analysis of US energy supply and demand fundamentals and their resulting wholesale expected prices.  This is my take on the insight and lessons from the latest AEO release. Forecasting is the Read more about Lessons from the Annual Energy Outlook[…]