I’m on my way to the annual conference with the Association for the Study of Peak Oil (ASPO-USA) this weekend, an event I look forward to all year. I expect to have much to report, so stay tuned! In the meantime…

I’m pleased to announce that I have joined up with logi Energy, a brand-new hedge fund that has some very smart strategies for investing in oil and gas with a specific focus on peak oil. The team was founded by some actual rocket scientists and petroleum geologists(including a couple of longtime contributors to The Oil Drum) as well as seasoned investors and traders, and I’m very excited about the fund’s potential. It’s about time a hedge fund targeted the peak oil event directly.

The logi Energy management team had an interview this week on Jim Puplava’s Financial Sense podcast. On the call was:

• Larry Ortega, CEO
• Dennis Mangan, VP Hedging Operations
• Alex Brown, VP Trading Operations
• Jeffrey Brown, VP Global Oil Supply Analysis
• Chris Nelder, VP Global Oil Transition Analysis

Check it out, and if you are a qualified investor who might be interested in exploring what the fund has to offer, drop me a line.

logi Energy Interview on Financial Sense – posted 10/10/2009

For Energy and Capital last week, I surveyed the explosion of high speed rail around the world, and prescribed some stiff medicine for the U.S.
(more…)

For Green Chip Stocks last week, I separated the policies on climate and energy that work from the ones that don’t, and found the U.S. lagging far behind the rest of the world.
(more…)

My respect for CNBC actually gained a few notches this week (raising it from “abysmal tripe” to “almost tolerable”) for two must-watch interviews.
(more…)

For Energy and Capital last week, I updated the peak oil debate, refreshed my outlook on oil supply and demand, and reviewed my predictive track record.
(more…)

For Green Chip Stocks last week, I reviewed the latest announcements from thin-film solar manufacturer Nanosolar on their groundbreaking technology and its potential to print the cheapest solar cells in the world.
(more…)

For last week’s Energy and Capital, I reviewed China’s buying spree of natural resources, and argued that we may need them for the energy revolution more desperately than anyone now imagines.
(more…)

For Green Chip Stocks this week, I respond to the most recent salvos of peak oil deniers including Michael Lynch, Daniel Yergin and Raymond Learsy.

See also a few selected responses from other writers.
(more…)

For my Energy and Capital piece last week, I took a hard look at what “sustainable” really means, and questioned the sustainability of realistic energy solutions. Perhaps human nature, not technology, is the real challenge that we face.
(more…)

For my Energy and Capital article this week, I dig into GM’s claim that the Chevy Volt will get 230 MPG, and try to calculate the real cost of driving.
(more…)

For Energy and Capital last week, I offered some predictions that may sound crazy now but are actually quite likely, starting with peak oil and moving on to a slew of other mispriced risks.
(more…)

In my Energy and Capital article this week, I support the impending CFTC crackdown and hope that once the sound and fury over bogeymen speculators subsides, we can have a real dialogue about our energy future.
(more…)

For Energy and Capital last week, I weighed the bullish and bearish factors for natural gas prices, and concluded the bears are all wet. It’s time to buy gas.
(more…)

For this week’s Energy and Capital column, I consider the recent mega-investment wave in farmland in light of peak oil concerns, and think farmland may be the trade of the century.
(more…)

For my Energy and Capital article last week, I explained the importance of Interior Secretary Ken Salazar’s new initiative to streamline the approval process for utility scale solar power plants, and looked at some of the exciting projects now under way.

Publishing note: You may have noticed that I am now reposting my Energy and Capital articles to my blog later than before. My publishing schedule was moved from Wednesdays to Fridays, and I’m also allowing at least two days before reposting at their request, which usually means Monday. So you may have to mentally adjust for time references now, e.g., “this week” will be “last week” by the time you read it here. I am an additional day delayed this week as I just returned from the excellent Rothbury Festival yesterday, where I spoke on several panels as part of their “think tank” discussions on energy and sustainability. I may have to blog about it soon; it was truly a terrific festival.

With that, on to last week’s article…
(more…)

In this week’s Energy and Capital article, I review the case for peak fossil fuels and offer seven no-brainer paths to success in the coming renewable energy revolution.
(more…)

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.
(more…)

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.
(more…)

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.
(more…)

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.
(more…)