Tag: Energy Investing

Global Oil Dashboard – Q1 2013

Introducing the “global oil dashboard.”  I created this tool to help me track the key quantitative indicators of peak oil.  Oil is a finite resource and peak oil will happen eventually.  Because some experts, such as the Energy Watch Group,

Tagged with: , , ,

Shale Fracking – Energy Independence or Ponzi Scheme?

  Over the past few years, the hype over horizontal multistage hydraulic shale fracturing, or “fracking”, has grown louder and louder.  During the 2012 election, both candidates focused heavily on the technology.   Barack Obama promised to increase permitting on

Tagged with: , , , , , , , ,

The Fourth Release of the Strategic Petroleum Reserve

Late last week the Obama administration announced that they would be releasing 30 million barrels of oil from the US Strategic Petroleum Reserve as part of a broader US-led release by the International Energy Agency of 60 million barrels of crude oil from member nations. 

Tagged with: , , , , ,

Dollar Alternatives for a Peak Oil World

Some of the more alarmist peak oil writers have put forth the idea that once we reach peak oil, the world’s fiat currencies will experience hyperinflation and currency collapse.  The general argument made by these authors, is that in the

Tagged with: , , , , , , , , , , , , ,

ETF Spotlight: Australia – EWA

Australia, with its vast resource wealth and political stability, is uniquely positioned to benefit from peak oil by exporting energy and raw materials at higher prices to an increasingly energy-starved world.  At the same time, its geographic remoteness and depleting

Tagged with: , , , ,

If Libya’s Oil is Shut Down, Oil Could Hit $142/bbl

There is some concern right now that because of the potential imminent collapse of the Libyan government, the country may have to temporarily shut down oil production.  This would be a major issue, because Libya is currently the world’s 11th

Tagged with: , , , , , ,

Wikileaks Confirms Fears of Saudi Peak Oil – An Analysis

Last week, Wikileaks released four diplomatic cables which had been sent from the US embassy and consulates in Saudi Arabia to the U.S. Department of State.  The main headline from these cables was the fact that the US government privately

Tagged with: , , , , , , , , ,

Oil Supply and Demand and the Next Oil Price Spike

I gave this presentation to my energy economics class at Cornell last week.  In the presentation I describe how the supply and demand of the world oil industry have changed recently and use this analysis to argue that we will

Tagged with: , , , , ,

The Risks of ETFs – John Bogle’s warning

A couple of months ago I had the chance to sit in on a lecture by John Bogle – the founder of the Vanguard Group and, arguably, the inventor of the Index Fund. During his talk, he mentioned his concern

Tagged with: , , ,

Profit from Peak Oil’s Bumpy Plateau

As we enter the new year, it’s time for everyone to come out of the woodwork and make their predictions for 2011.  In the past two weeks, there’s been a cacophony of expert opinions predicting higher oil prices this coming

Tagged with: , , , ,
Top