Farmland Fever

July 20, 2009 at 12:24 pm
Contributed by: Chris

For this week’s Energy and Capital column, I consider the recent mega-investment wave in farmland in light of peak oil concerns, and think farmland may be the trade of the century.
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Utility Scale Solar Heating Up

July 7, 2009 at 5:52 pm
Contributed by: Chris

For my Energy and Capital article last week, I explained the importance of Interior Secretary Ken Salazar’s new initiative to streamline the approval process for utility scale solar power plants, and looked at some of the exciting projects now under way.

Publishing note: You may have noticed that I am now reposting my Energy and Capital articles to my blog later than before. My publishing schedule was moved from Wednesdays to Fridays, and I’m also allowing at least two days before reposting at their request, which usually means Monday. So you may have to mentally adjust for time references now, e.g., “this week” will be “last week” by the time you read it here. I am an additional day delayed this week as I just returned from the excellent Rothbury Festival yesterday, where I spoke on several panels as part of their “think tank” discussions on energy and sustainability. I may have to blog about it soon; it was truly a terrific festival.

With that, on to last week’s article…
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Seven Paths to Our Energy Future

June 29, 2009 at 12:33 pm
Contributed by: Chris

In this week’s Energy and Capital article, I review the case for peak fossil fuels and offer seven no-brainer paths to success in the coming renewable energy revolution.
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Arctic Oil and Gas Challenges

June 16, 2009 at 12:18 pm
Contributed by: Chris

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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Arctic Oil and Gas Potential

June 8, 2009 at 12:31 pm
Contributed by: Chris

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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Oil Implications for Cleantech Investors

May 29, 2009 at 1:51 pm
Contributed by: Chris

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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Updated Oil Price Outlook

May 20, 2009 at 12:21 pm
Contributed by: Chris

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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Offshore Oil and Gas Technology

May 13, 2009 at 3:33 pm
Contributed by: Chris

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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Facts and Myths About Offshore Oil

April 29, 2009 at 12:18 pm
Contributed by: Chris

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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Space Based Solar Power (And Other Energy Pipe Dreams)

April 15, 2009 at 12:28 pm
Contributed by: Chris

For my Energy and Capital article this week, I debunk the recent excitement over space based solar power and other energy pipe dreams, and shift the focus to utility scale solar players with real technology and real profits.
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Natty Dread

April 1, 2009 at 3:15 pm
Contributed by: Chris

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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How to Protect Your Portfolio from the Fed

March 25, 2009 at 1:41 pm
Contributed by: Chris

For this week’s Energy and Capital, I analyze the effects of the Fed’s “quantitative easing” and see life returning to the oil and commodities sector as a hedge against reflation.
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The Vision Thing

March 19, 2009 at 12:59 pm
Contributed by: Chris

For my Energy and Capital article this week, I find hope in the Pickens Plan and Better Place for a transportation revolution, but a paucity of leadership in Washington
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Mexico’s Troubles Are Our Troubles

March 11, 2009 at 12:03 pm
Contributed by: Chris

For my Energy and Capital article this week, I draw connections between Mexico’s violent drug cartels, the declining state of the Mexican economy and the outlook for Mexican oil and gas imports to the U.S.
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The Sleeping Threat of Low Oil Prices

March 4, 2009 at 3:11 pm
Contributed by: Chris

For my Energy and Capital article this week, I argue that oil prices in the $40s are creating a time bomb under the world economy which will explode around 2012 and send prices skyrocketing.
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Cleantech’s Week in the Sun

February 25, 2009 at 1:49 pm
Contributed by: Chris

In this week’s article for Energy and Capital, I survey an amazing week of cleantech news and conferences, and declare that there has never been a better time to invest in the sector.
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Smart Profits on the Smart Grid

February 20, 2009 at 1:19 pm
Contributed by: Chris

In this week’s article for Energy and Capital, I discuss smart metering and other smart grid technologies, and suggest six companies that are well positioned to profit from the grid’s transformation.
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The Climate Change Imperative

February 4, 2009 at 2:14 pm
Contributed by: Chris

In this week’s article for Energy and Capital, I survey the damage from recent extreme weather events around the world, consider the environmental consequences past and future, and argue that insufficient science on global warming is the very reason to take action, not an excuse for inaction.
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Oil Exports May Soon Dry Up (The Futurist)

February 4, 2009 at 9:28 am
Contributed by: Chris

A guest editorial I wrote on declining oil exports has been published by The Futurist magazine (March/April 2009). You can download it here.

Obama’s New Course on Energy, Climate

January 28, 2009 at 12:36 pm
Contributed by: Chris

For my Energy and Capital post this week, I discuss Obama’s stark change in policy direction on CO2 emissions, energy efficiency and energy strategy.
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