Investment bubbles and manias?
…the 2008 Financial Crisis. Each is described in detail. It is interesting to compare the characteristics of these past bubbles to New Energies today. We argue several transition technologies are…
Oil markets: the next up-cycle?
2022 oil markets now look 2Mbpd under-supplied, portending another industry up-cycle. 1.5bn bbls of excess inventories from the COVID crisis have likely been drained by early-2021, allowing OPEC to ramp…
Oil: what happens when you defer or curtail production?
…but generally we expect shut-ins and deferrals during the 2020 COVID crisis will lower effective production capacity. The Winners. Generally, super-giant Middle East carbonate reservoirs and recently completed shale wells…