Who Will Win the Race to Develop the Arctic?
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.

Last week, I summarized the new USGS report on the undiscovered oil and gas resources of the [...]

Is There A Bonanza Waiting At the North Pole?
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.
One way to know that the end of the Age of Oil will soon be upon us is the current excitement and [...]

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.
What Cleantech Investors Need to Know About Oil Prices

The future price of oil is a vitally important consideration for cleantech and renewable energy investors. [...]

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.
Weighing The Factors Affecting Oil Prices
“Prediction is very difficult, particularly about the future.” – Niels Bohr, winner of the 1922 Nobel Prize for his work [...]

Crimped Oil Supply is a Time Bomb
If you need any more proof that the markets are not an efficient discounting mechanism, look no further than the price of oil.
Oil prices in the high $30s to low $40s are nothing short of a ticking time bomb under the world economy, but you wouldn’t know it from [...]

Remember the “silly season” in politics?
Well in case you were wondering, we’re now in the silly season of energy.
Oil traded from $35 to $50 and back to $37 in under three weeks, with no discernible reason based in fundamentals. Sure, we had lots of interesting news—inventory builds, paid-off pirates, geopolitical posturing, and a slew of [...]