April 24, 2017

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

Work in progress in Thar coal field to reach one of the world's largest coal deposits several meters under sand and mud in Pakistan's souther Sindh province. (Photo via Thar Coal Energy Board)

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?

Kot Addu power plant in Muzaffargarh, Punjab, Pakistan.

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

(Photo by edward stojakovic, Creative Commons License)

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

The San Ardo Oil Field in California from the Coast Starlight. (Photo by Loco Steve, Creative Commons License)

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?

(Photo by Day Donaldson, Creative Commons License)

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 has been on oil buying spree ever since the global oil prices plunged. (Photo by Pieter van Marion, Creative Commons License)

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

The prince wants to attract more international investment, and part of that could include loosening the country's strict social and moral rules.  (Photo by dr. zaro, Creative Commons License)

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

Tesla Model 3. (Photo via video stream)

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

(Photo by Open Grid Scheduler / Grid Engine
Follow, Creative Commons License)

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 »

$85 Crude Oil By Christmas – An Interview With Mike Rothman

(Photo by SMelindo, Creative Commons License)

While Saudi Arabia has been burning through $12-$15 billion per month from its financial reserves to fund government spending through this period, it seems the policy is that the path to a much higher price and higher revenue will come about by allowing for a prolonged low price. Read More »