December 10, 2017

The Oil Information Cartel Is (Finally) Broken

Since the age of oil began until a few months ago, most real time oil prices were jealously guarded by marketers, who used it to their advantage in the daily multi-billion dollar physical oil trade. But James Stafford has busted an oil industry information cartel that has existed for decades. Read More »

In China and Pakistan’s Coal Romance, Where’s Love for Climate?

Instead of seeking foreign investment to fulfill its energy needs with fossil fuels, Pakistan can ride the renewables wave, developing its workforce and technical and institutional capacity to harness solar energy. Read More »

Pakistan’s Coal Energy: At What Cost?

The thoughtless rush for coal-fired energy by a politically motivated Pakistani ruling elite is both alarming and questionable. Read More »

3 Years of Painful Cuts Sets Markets Up for Oil Supply Crunch

Oil prices are entering a “sweet spot” — a range between $50 and $60 per barrel that could finally be good for the global economy – low enough to provide consumers with a bit of a stimulus, but high enough to keep the industry and capital spending afloat. Read More »

Think Beyond Oil And Gold: Interview With Mike ‘Mish’ Shedlock

No one really knows where oil will be around Christmas. While we may have already seen the bottom, stock prices are not the bargain they were. Read More »

What Does the Next OPEC Meeting Have in Store?

The next OPEC meeting on the 2nd of June will act as little more than a forum for continued altercations between Saudi Arabia and Iran. Read More »

Why China is Really Dictating the Oil Supply Glut

China’s massive oil imports despite dropping domestic demand are contributing to driving the oil prices up. If their imports drop, the world will return to the supply glut and oil prices will retrace back to the lower $30s/b. Read More »

Beyond Saudi Arabia’s Ambitious Plan to Diversify Economy

But Prince Mohammed faces a tough challenge – modernizing the economy and society will require him to confront religious conservatives, a faction that the government has allied with for many decades. Read More »

Lithium War Heats Up After Epic Launch of Tesla Model 3

The electric car is no longer elite. Now it’s for the masses, and the masses will need more lithium than we can currently get our hands on. It’s a wide-scale energy revolution that will end being the first nail in the coffin for fossil fuels and the heralding of a new era of lithium, the “white petroleum”. Read More »

Tesla, Other Tech Giants Scramble for Lithium as Prices Double

Driven by the rise of battery gigafactories and game-changing Powerwall and energy storage businesses, the world now finds itself at the beginning of a lithium super cycle that is all about securing new supply, much of which is poised to come from lithium superstar Argentina. Read More »