October 21, 2017

The Dark Side of the Shale Bust

The shale oil bust may not turn to boom again anytime soon, but with WTI crude oil now in the $60 territory, many are hoping the worst is over. Read More »

New Innovation Will Help US Companies Win the Oil Price War

A new wave of innovation is hitting the oil patch, allowing for a significant reduction in drilling costs. If efficiency gains continue at this pace, the US may weather the onslaught of Saudi oil much better than many expected. Read More »

A Fossil-Fueled Fantasy

Coal-burning power plants that capture carbon aren’t worth the expense. Read More »

Are US Drillers Actually Making A Comeback?

The US oil rig count has plummeted since October 2014, falling from 1,609 down to 668 as of May 8. If oil companies oscillate between cutting back and adding more rigs as the price of oil bobs above and below the $60 mark, they won’t exactly be raking in the profits. Read More »

Renaissance or Mirage: Can Africa Sustain its Growth?

How realistic are expectations about Africa’s economic prospects? There are several reasons why we should be both optimistic and cautious about the continent's future economic performance. Read More »

Saudi Arabia Continues to Turn Screws on U.S. Shale

As Saudi Arabia ramps up, U.S. shale is being forced to cut back. This story has been told many times over the past few months, but the data is finally confirming the success of Saudi Arabia's strategy, albeit a minor one thus far. Read More »

What the AIIB Can Learn from World Bank Shortcomings

China pursuing the AIIB and other initiatives that do not include the US, while the TPP negotiations do not involve China, creates a risk of competing blocs and institutions. But the most likely outcome is that the world ends up with a more robust and inclusive set of institutions. Read More »

Why the US Should Worry About Oil Sector Jobs

Unfortunately, as helpful as the energy sector was in buoying the U.S. during the Recession of 2008, the energy sector may now hold down the economic expansion just as the economy is starting to pick up steam. Read More »

David V. Goliath: Small-Cap Tech To Save Giant Coal

The first-generation mercury emission technological solutions missed the mark. Their activated carbon filtration technology was too expensive, using up to $5-$6 million per energy generating unit (EGU) per year. Overall, this brand new multi-billion sector is poised for overnight gains, with analysts predicting that the industry will outperform the S&P broader market substantially. Read More »

Pakistan, India Must Go Beyond MFN Status

Amidst the hype around Pakistan granting India the MFN status, it must not be forgotten that in the absence of appropriate measures to address infrastructural and communication concerns, the process of trade liberalization and economic integration will remain incomplete. And not just between India and Pakistan. Bringing the trade dialogue under the SAARC umbrella would help all members to deal with common issues at one platform. Read More »