I appeared on the Financial Sense program today and discussed my article on investment themes for the next decade, the error in U.S.-centric views on commodities, the reasons for volatile oil prices, why socialist countries are so far ahead of the U.S. in their energy planning, and why local communities are wise to take control of their own futures in energy, water, and food–what Matt Simmons calls “BIMBYism,” or Build In My Backyard.
My segment begins at 43:53.
For Energy and Capital last week, I offered a travelogue of my Christmas drive through the American Southwest, and mused on how it will manage the transition to a renewably powered, localized future.
For Green Chip Stocks last week, I continued my two-part series on investment themes for the next decade, including my predictions for oil, natural gas, coal, renewables, uranium, efficiency, water, and agriculture.
For last week’s Energy and Capital, I critiqued an America in thrall to its illusions, unable to respond meaningfully to the challenges of peak oil, climate change, and population, and cautioned investors to be self-reliant in facing the challenges ahead.
For Energy and Capital last week, I took another look at China’s worldwide resource buying spree and explained why it is becoming the prime mover of global demand for oil and other commodities.
[Part 6 of a series of reports on the 2009 ASPO Peak Oil Conference.]
For Energy and Capital last week, I analyzed the IEA’s 2009 World Energy Outlook and revealed an agency in political shackles, desperate to come clean about peak oil and push the world toward renewables.
For Energy and Capital this past weekend, I reviewed several presentations from the 2009 ASPO-USA Peak Oil Conference on the energy aspects of national security, and found it unsurprising that gun sales are up sharply.
[Part 5 of a series of reports on the 2009 ASPO Peak Oil Conference.]
For Green Chip Stocks last week, I explored some insights about complex systems presented at the 2009 ASPO-USA Peak Oil Conference, including the interdependencies of energy, food, and water.
[Part 4 of a series of reports on the 2009 ASPO Peak Oil Conference.]
Here is part 2 of my first interview with @JeffreyLin of the stock traders’ web site FINZ.tv. Here’s the video:
For last week’s Energy and Capital, I explored some recent research in search of an answer to the question: Can renewables replace fossil fuels?
[Part 3 of a series of reports from the 2009 ASPO Peak Oil Conference.]
I had the pleasure of chatting with @JeffreyLin last week about the basics of peak oil on the stock traders’ web site FINZ.tv. Here’s the video:
For Green Chip Stocks last week, I explained why oil prices may be trapped on a “narrow ledge,” and why that’s good for cleantech investors.
[Part 2 of a series of reports from the 2009 ASPO Peak Oil Conference.]
Sorry for the delayed post this week–I am just back from the ASPO-USA conference where I was so busy that I had no time for anything else. I have about 69 pages of notes that I will clean up and post to the ASPO site next week, so I have plenty of new material to share with you all.
First I must mention that as I hoped when I wrote this article, Gov. Schwarzenegger did in fact sign SB 32 into law at the last minute last Sunday, which should be a nice shot in the arm for solar projects on commercial buildings in the state. He also signed AB 920, authored by my own district’s Jared Huffman I’m proud to say, which is even more exciting because it will allow residential and small commercial solar systems to get paid by the utilities for producing more power than they consume. Instead of being incentivized to under-size their systems and use up every last watt they produce, as has been the case for many years, they’ll be encouraged to install larger systems and conserve. The positive implications of the bill are broader than most people realize and I will have to find some time to write about it soon.
For Green Chip Stocks last week, I surveyed some recent good news on feed-in tariffs for renewable energy, electric cars, energy monitoring on and off the smart grid, and progress in U.S. energy policy.
I’m on my way to the annual conference with the Association for the Study of Peak Oil (ASPO-USA) this weekend, an event I look forward to all year. I expect to have much to report, so stay tuned! In the meantime…
I’m pleased to announce that I have joined up with logi Energy, a brand-new hedge fund that has some very smart strategies for investing in oil and gas with a specific focus on peak oil. The team was founded by some actual rocket scientists and petroleum geologists(including a couple of longtime contributors to The Oil Drum) as well as seasoned investors and traders, and I’m very excited about the fund’s potential. It’s about time a hedge fund targeted the peak oil event directly.
The logi Energy management team had an interview this week on Jim Puplava’s Financial Sense podcast. On the call was:
- Larry Ortega, CEO
- Dennis Mangan, VP Hedging Operations
- Alex Brown, VP Trading Operations
- Jeffrey Brown, VP Global Oil Supply Analysis
- Chris Nelder, VP Global Oil Transition Analysis
Check it out, and if you are a qualified investor who might be interested in exploring what the fund has to offer, drop me a line.
logi Energy Interview on Financial Sense – posted 10/10/2009