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.
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Here are my notes from the 2009 ASPO-USA Peak Oil Conference, October 11-13, 2009 in Denver, Colorado. Length: 71 pages.
View the Web version below the fold, or download the PDF.
For last week’s Energy and Capital, I offered my first report of a series from the 2009 ASPO-USA peak oil conference, updating the numbers on supply, demand, peak and the current outlook for oil and gas.
[Part 1 of a series of reports from the 2009 ASPO Peak Oil Conference.]
And now for something completely different…
I had the honor of speaking at the Rothbury Festival over July 4th weekend, and have been meaning to write up some thoughts and observations about it. After several weeks’ delay, here they are.
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For this week’s Energy and Capital, I argue that instead of forming climate policy around what comes out of the smokestacks and tailpipes, we should be focusing on what we put into the engines and encouraging renewable energy with incentives like feed-in tariffs.
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Posting an excellent paper with lots of interesting graphs from Prof. Charles Hall, net energy (EROI) guru, and his graduate students on the declining net energy of primary fuels and the economic vulnerability of the US. This is crucially important stuff that is still not properly recognized in energy policy or economic theory. “Peak Oil, EROI, Investments and the Economy in an Uncertain Future”
A related post by Hall’s graduate student (and all around great guy) David Murphy on The Oil Drum this week is also worth a read: “The Net Hubbert Curve: What Does It Mean?“
For my Energy and Capital article this week, I deconstruct the inflation/deflation debate, and conjecture that we may have reached an inflection point in economic history, where the price at which energy is high enough to sustain new production is the same price at which things become too expensive, leaving us no option but to downsize.
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For my Energy and Capital column this week, I celebrate Earth Day by finding many reasons for optimism in the wave of green initiatives sweeping the nation, but also find a market still staggering under the weight of a broken financial system.
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For my Energy and Capital article this week, I consider the long time frames of energy transformation and the energy illiteracy of most Americans, and find a profit opportunity in the ignorance gap.
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In this week’s Energy and Capital, I see an air pocket forming in future natural gas supply just like the one I anticipated in oil, and suggest that it’s time to buy gas.
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