OPEC+ Cuts and the end of the Saudi – US Alliance
OPEC+ decided to surprise markets and cut oil production over 1 million barrels a day on April 2nd. These cuts were led by Saudi Arabia...
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Emily Masters
- Mar 30
- 3 min
The New Wave: Battery Storage
Advancements in battery technologies are happening at the fastest rate of all time; energy storage installation investment is at a level...
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Alex Chapman
- Mar 7
- 4 min
Sowing the seeds of oil demand destruction; how Russia has accelerated the energy transition
Eighty years ago, during the height of World War II, the German Wehrmacht operation, Case Blue, set off from Belgorod and Rostov-on-Don...
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Alex Chapman
- Nov 30, 2022
- 3 min
Lessons from Proration: Texas and OPEC?
OPEC. Just the mere mention of the organization brings to mind an array of perceptions, facts and descriptions, depending on the...
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Alex Chapman
- Oct 27, 2022
- 0 min
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Alex Chapman
- Aug 24, 2022
- 4 min
Carbon Neutral 2050 and the Inflation Reduction Act
Last week President Biden signed the Inflation Reduction Act into law. A significant part of the legislation was focused on...
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Alex Chapman
- Jun 21, 2022
- 3 min
The Duck Curve – Instability and Opportunity
Blackouts. Brownouts. Surges in renewable power leading to strains on the energy grid. Critics of renewable power are pushing this view...
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Alex Chapman
- May 13, 2022
- 4 min
State Line Geology and Renewable Energy
Over the past 20 years we have seen both a rise of renewable energy and the rise of dubious arguments to discourage its use. The...
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Alex Chapman
- Apr 13, 2022
- 4 min
Russia, Energy and the Green Hydrogen Revolution
Markets around the world were rocked by the Russian invasion of Ukraine, most acutely felt in volatile price movements in oil and natural...
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Alex Chapman
- Apr 12, 2022
- 3 min
The Impact of Russian Delusion
The first quarter was shaping up to be one dominated by talks of inflation and interest rate normalization creating some headwinds for...
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Alex Chapman
- Mar 21, 2022
- 4 min
CERAWeek and Ukraine: Insight into Energy’s Impact on Markets
The events of the past few weeks merit some discussion. When Russia invaded Ukraine, we refrained from commenting initially, since so...
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Alex Chapman
- Mar 2, 2022
- 2 min
The Green Hydrogen Opportunity for Emerging Markets
Green hydrogen is gaining interest worldwide in both developed nations and in emerging markets, but for very different reasons. Developed...
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Alex Chapman
- Jun 1, 2021
- 3 min
The Civil War’s Impact on Oil vs. COVID’S impact on Clean Energy
A common narrative about the origin of the petroleum industry, while quite compelling, is not supported by the historic record. The...
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