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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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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When “Change” Comes to Energy Policy

January 21, 2009 at 2:17 pm
Contributed by: Chris

In this week’s Energy and Capital, I turn over a new leaf in honor of the new administration, and focus on the exciting opportunities for investing in the next generation of renewable energy and cleantech.

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Time to Take the Long View on Energy

January 14, 2009 at 1:25 pm
Contributed by: Chris

For my Energy and Capital column this week, I take a 100-year view on energy and wonder if the Obama infrastructure plan will guide us down the right path, or down the road to ruin…
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When Bad News is Good News

January 7, 2009 at 3:52 pm
Contributed by: Chris

For my Energy and Capital column this week, I take a look at the huge gains posted across the commodity sector in the last six weeks, and decide that the time is right to begin accumulating those positions again. The market as a whole may trade sideways or even sink further over 2009, but I think the time is right to buy energy, metals, and fertilizers.
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My 2008 Year in Review

December 31, 2008 at 11:59 am
Contributed by: Chris

For my final Energy and Capital article of 2008, I rate my own predictions and analysis, both good and bad.

I’m sure you’re all as happy as I am to leave this year behind. Here’s hoping that 2009 is much better! Happy New Year, y’all!
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Oil Prices Are Wrong–Very Wrong

December 31, 2008 at 11:52 am
Contributed by: Chris

Catching up the blog with my Energy and Capital article from last week, which ran while I was away for Christmas. In it, I survey some of the reasons why I think oil is badly mispriced right now.
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OPEC Defends Oil Prices

December 17, 2008 at 4:44 pm
Contributed by: Chris

For my Energy and Capital article this week, I review some recent data on the global recession, highlight the Guardian‘s recent interview with IEA’s Fatih Birol, consider some of the many energy projects being cancelled due to low oil and gas prices, and conclude that we’re setting ourselves up for a rebound in prices even more severe than I had previously thought.

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Five Reasons Why Oil Must Go Higher

December 10, 2008 at 3:01 pm
Contributed by: Chris

For my Energy and Capital article this week, I evaluate the EIA’s new oil outlook report, and conclude that there are at least five reasons why oil should go higher from here, unless we have very severe demand destruction in the developing world.
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Black Swans, Peak Oil, and the Looming Energy Crisis

December 3, 2008 at 1:52 pm
Contributed by: Chris

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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