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Road Map to the Next Repricing of Oil: September Issue of TerraJoule.us
Each issue of TerraJoule.us contains: a Main Essay, a Model Portfolio, a Data Brief, and a link to a Downloadable Podcast. Gregor Macdonald, Editor. Readers may purchase each issue individually,...
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When Cities Drive Energy Transition: February Issue of TerraJoule.us
Each issue of TerraJoule.us contains: a Main Essay, a Model Portfolio, a Data Brief, and a link to a Downloadable Podcast. Gregor Macdonald, Editor. Readers may purchase each issue individually,...
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Tyranny of Price and Energy Equity Outlook 2015: January (Double) Issue of...
Each issue of TerraJoule.us contains: a Main Essay, the Model Portfolio, the Data Brief, and a link to a Downloadable Podcast. Gregor Macdonald, Editor. Readers may purchase each issue individually,...
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The Peak in OECD Emissions is Starting to Look More Secure
There’s a pattern of energy usage, wind and solar deployment, and economic growth that’s started to show up more consistently across domains in the OECD. Essentially, over the past decade, a long...
View ArticleTransition Show Interview and Podcast
I was very pleased to have an opportunity to share my current market views on the Transition Show Podcast, this past week. Energy transition is of course the primary focus of my publication,...
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Peak Coal, They Said: Questions Persist about Fossil Fuel Scarcity, and the...
Are you excited at the prospect that Coal’s Second Coming, largely driven by China over the past 20 years, has now come to a halt? You should be. Coal retirements in the United States have been...
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Troubles Ahead for the Global Oil Sector
Global production of crude oil reached a new, all time high in November of 81.81 mbpd. That’s not good news. Especially at a time when the rate of demand growth for oil has downshifted from its...
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The Oil Demand Downshift
The International Energy Agency in Paris (IEA) released its oil outlook this week, Oil 2017, warning that demand may begin to outpace supply by 2020 if the global oil industry doesn’t start investing...
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US Oil Demand Picture Offers Nothing to Either Oil Industry or Climate Community
US petroleum consumption grew by 0.95% last year, highlighting the current drag on global oil demand growth. For years, weaker OECD demand growth was masked by strong demand in Non-OECD regions. But...
View ArticleThe Last Oil Cycle is Now Behind Us
If you wanted to make a case that US oil demand was threatening a new, upside breakout, a good place to begin would be the year 2000, the beginning of the new millenium. The country was using 6% more...
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