North American Natural Gas Breaks Below Two Dollars, for a Million BTU
Natural gas in North America broke below the $2.00 barrier today, for the first time in ten years. It’s important to remember that, unlike oil, natural gas does not trade at a converged, global price....
View ArticleGlobal Oil Production Update: EIA Revises Two Decades of Oil Data
With the most recent release of international oil production data, EIA Washington has revised figures back to 1985. This is one of the most comprehensive revisions I have seen in several years....
View ArticleEmerging Forces in Global Oil Consumption: The Middle East and Africa
Over the past decade, Asia’s transition to the leadership position in global oil consumption is well known. Starting in 2002, OECD countries slowed their consumption growth for oil and subsequent to...
View ArticleOil’s Bright, Momentary Flash
In 1965, after more than a century and a half, oil overtook coal as the world’s primary energy source. But only eight years later in 1973, oil itself peaked as a percentage of global energy use at...
View ArticleThe Cruel Math of the Marginal Barrel
Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website. Accordingly, I’ll be publishing the first (and free) part of these essays here at...
View ArticleRebounding US Oil Production: The Historical View
Excitement continues to run at very high levels, over the rebound in US crude oil production. Coming out of the new, historic low of 4.95 mbpd (million barrel per day) in 2008, the annual average of US...
View ArticleThe Dawn of the Great California Energy Crash
Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website, Peak Prosperity.com. Accordingly, I’ll be publishing the first (and free) part of these...
View ArticleThe Repricing of Oil
Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website, Peak Prosperity.com. Accordingly, I’ll be publishing the first (and free) part of these...
View ArticleA Tale of Two Forecasts
Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website, Peak Prosperity.com. Accordingly, I’ll be publishing the first (and free) part of these...
View ArticleThe Arrival of Japan’s Sunset
Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website, Peak Prosperity.com. Accordingly, I’ll be publishing the first (and free) part of these...
View ArticleOil’s Ultimate Fate: May 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. For a more detailed description of each issue’s...
View ArticleRoad 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,...
View ArticleWhen 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,...
View ArticleTyranny 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,...
View ArticleThe 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,...
View ArticlePeak 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...
View ArticleTroubles 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...
View ArticleThe 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...
View ArticleUS 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...
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