In my article for Energy and Capital this week, I take a look at peak oil as a “black swan” event, and find an excellent opportunity to go long oil in the disconnect between the conventional wisdom of the market and the reality of energy supply.
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For the sake of convenience in having them all in one place, here is a select, chronological list of my interviews in print, radio and television.
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For my Energy and Capital article this week, I review a host of cancellations and delays of energy projects, and surmise that they are setting us up for an “air pocket” of oil supply within the next year or so.

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In this week’s column for Energy and Capital, I argue that instead of stepping backward to bail out the automakers, we should step forward to the next generation of auto makers.
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In my column for Energy and Capital this week, I tackle the new World Energy Outlook 2008 report from the IEA. It’s the bombshell I expected, and poses a $26 trillion dollar question with a (mostly) renewable energy answer.

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For my Energy and Capital article this week, I review Obama’s energy plan and try to separate the good ideas from the bad ones, ultimately finding in Obama’s win a guaranteed bull market in renewable energy, grid technology, and plug-in hybrids.

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At long last, the seemingly endless national nightmare of the Bush administration is over, and a Democratic liberal has taken the reins. I still can hardly believe it’s true. I wept with relief and joy as I watched his acceptance speech last night. I can’t remember ever being so moved by anything political in my entire life.

Long live President Obama! I wish him luck–he’s got a very tough row to hoe. He’s going to need all the support he can get from Congress to tackle the challenges of the next four years, and he’s going to need the entire country’s help to take out the wedges that Karl Rove and his operatives drove between us, and heal the divides within. My new article, to be published tomorrow, will take a close look at his energy policy proposals, so stay tuned for that. For now I’ll just say: WAHOO!!

Good Wriddance!

Below the fold, see this YouTube video from a friend, about the last eight years.

What an amazing, blessed relief. After eight years of utter shame, I am once again proud to be an American.
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My presentation in Minneapolis was very well received. I sense a growing appreciation out there for messages about resource overshoot and a future of diminishing energy supplies, and it’s giving me just a tiny bit of optimism.

Here’s a short article that I had to recommend to my list on the future of the markets and how we must be prepared to see both wild deflationary and hyperinflationary cycles. Excellent stuff.
Is Volatility Embedded in the System for a Generation?

On a related note, check out this chart of money supply. If you really grok what this means, it sorta tells the whole story right there:

Source: http://www.shadowstats.com/

Here’s another excellent article on the future of global trade and commodity prices: The world isn’t flat, it’s flattened

And finally, a bit of up-to-date political humor: Wassup 2008

Here’s hoping that we can wake up on November 5 to a new day in America, after a clean and uncontested election, with Obama at the helm. We have a lot of work to do…
–C

I’m in Minneapolis today to speak to the American Association of Individual Investors about the future of energy and investing–basically a redux of my book Profit from the Peak. I hope the good people of the Twin Cities are ready to see 72 of the most frightening slides they’ve ever seen…(well, a few of them are optimistic!)

For my Energy and Capital article this week, I examine the relationship between oil prices and the U.S. dollar, the yen carry trade and the credit market, and conclude that we must be near a floor for oil prices.

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Here is Part 2 of my highlights from the 2008 ASPO-USA Peak Oil Conference, for Energy and Capital.
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