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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In this week’s article for Energy and Capital, I review some of the challenges that face Arctic oil and gas development as reported by speakers at the Offshore Technology Conference 2009.
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For my Energy and Capital article this week, I summarize a new USGS report on the potential undiscovered oil and gas resources of the Arctic Circle.
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For my Energy and Capital article this week, I explain the fundamentals of peak oil and oil prices, to help cleantech investors understand how oil affects the investment outlook for renewable energy.
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Photos from FATYR: Memorial Day 2009 – Rosa Muerta and Joshua Tree National Park
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For my Energy and Capital article this week, I weigh the bullish and bearish factors affecting oil prices, and advise caution in the near term but accumulation for the long term.
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For my Energy and Capital article this week, I take a closer look at some of the amazing deepwater drilling and production technology on display at last week’s 2009 Offshore Technology Conference.
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For this week’s Energy and Capital, I offer highlights of the energy policy debate at the 2009 Offshore Technology Conference (OTC) in Houston, the world’s largest oil and gas industry conference and trade show.
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For my Energy and Capital article this week, I take a fresh look at the debate over offshore oil drilling, its risks and rewards, and put the Outer Continental Shelf production potential in perspective.
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