Monday, September 29, 2008

Presidential Debate: Energy Issues

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In a presidential debate focused on foreign policy and the ongoing financial crisis, it was entirely appropriate that the subject of energy ...
Friday, September 26, 2008

Conference Highlights

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I spent the last three days at the annual energy investment conference held by the sponsor of this blog, John S. Herold, Inc . Many of the ...
Monday, September 22, 2008

The Low-Growth Scenario

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Who would have guessed as recently as two years ago that the story that finally pushed the energy crisis off the front page would turn out t...
Friday, September 19, 2008

Missing the Boat

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When I consider what happened in the House of Representatives this week, passing a "drilling bill" that appears highly unlikely t...
Wednesday, September 17, 2008

What Compromise?

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I can't think of a single occasion on which I've reviewed the details of a piece of pending Congressional legislation when I haven...
Tuesday, September 16, 2008

Climate Change and Unconventional Oil

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While Americans are focused on the debate over expanded oil drilling, which might eventually add up to a million barrels per day of incremen...
Monday, September 15, 2008

The Storm Spike - Updated

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If you're wondering why the price of gasoline at your local stations has suddenly spiked, despite little movement in crude oil prices, a...
Saturday, September 13, 2008

The Storm Spike

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If you're wondering why the price of gasoline at your local stations has suddenly spiked, despite little movement in crude oil prices, a...
Friday, September 12, 2008

Royalties in Kind

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It almost reads like the latest thriller. Just as the Congress is about to consider compromise legislation to expand the portions of the US ...
Wednesday, September 10, 2008

Allergic to Climate Change

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An item on the ABC World News the other night linking allergies and climate change caught my attention. It referred to a paper in the curren...
Monday, September 08, 2008

When Is Cheaper Oil Bad?

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Talk about a reversal of fortunes. A mere two months since oil was flirting with $150 per barrel, OPEC is considering production cuts to def...
Friday, September 05, 2008

Turning Black into Green

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For too much of the lengthy debate over expanded access to oil & gas resources, participants on both sides have sought to pit renewable ...
Wednesday, September 03, 2008

Natural Gas Limelight

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A decade ago, natural gas looked like the certain winner of a shift to lower-emission energy sources, as concerns about greenhouse gas emiss...
Tuesday, September 02, 2008

Checking the Baseline

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To the relief of the residents of New Orleans and the entire Gulf Coast, Hurricane Gustav has been much less destructive than Katrina. Altho...
Thursday, August 28, 2008

The Path of Least Resistance, Revisited

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Three years ago, in the aftermath of Hurricane Katrina, I posted some remarks concerning the concentration of our energy infrastructure in t...
Tuesday, August 26, 2008

The Back Door on CO2

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When the Supreme Court ruled in Massachusetts v. Environmental Protection Agency that carbon dioxide was a pollutant, the implications were...
Monday, August 25, 2008

Pay-Go for Renewable Energy Credits

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While Congress and the Presidential candidates are busily debating far-reaching energy proposals, the existing tax credits for wind and sola...
Thursday, August 21, 2008

Defining Speculation

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Oil market speculation is back in the news, because Vitol S.A ., one of the world's largest oil-trading firms, has apparently been re-cl...
Tuesday, August 19, 2008

The Persistence of Change

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Weakening demand appears to be the main oil market driver these days, with the US having just tallied its 12th consecutive monthly decline i...
Monday, August 18, 2008

The Drilling vs. Alternatives Contradiction

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F. Scott Fitzgerald once said, "The test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same ...