For my Energy and Capital article this week, I take a closer look at some of the amazing deepwater drilling and production technology on display at last week’s 2009 Offshore Technology Conference.
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For my Energy and Capital article this week, I take a fresh look at the debate over offshore oil drilling, its risks and rewards, and put the Outer Continental Shelf production potential in perspective.
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For my Energy and Capital article this week, I debunk the recent excitement over space based solar power and other energy pipe dreams, and shift the focus to utility scale solar players with real technology and real profits.
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In this week’s Energy and Capital, I see an air pocket forming in future natural gas supply just like the one I anticipated in oil, and suggest that it’s time to buy gas.
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For this week’s Energy and Capital, I analyze the effects of the Fed’s “quantitative easing” and see life returning to the oil and commodities sector as a hedge against reflation.
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For my Energy and Capital article this week, I find hope in the Pickens Plan and Better Place for a transportation revolution, but a paucity of leadership in Washington
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For my Energy and Capital article this week, I draw connections between Mexico’s violent drug cartels, the declining state of the Mexican economy and the outlook for Mexican oil and gas imports to the U.S.
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For my Energy and Capital article this week, I argue that oil prices in the $40s are creating a time bomb under the world economy which will explode around 2012 and send prices skyrocketing.
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In this week’s article for Energy and Capital, I survey an amazing week of cleantech news and conferences, and declare that there has never been a better time to invest in the sector.
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In this week’s article for Energy and Capital, I discuss smart metering and other smart grid technologies, and suggest six companies that are well positioned to profit from the grid’s transformation.
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In this week’s article for Energy and Capital, I survey the damage from recent extreme weather events around the world, consider the environmental consequences past and future, and argue that insufficient science on global warming is the very reason to take action, not an excuse for inaction.
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For my Energy and Capital post this week, I discuss Obama’s stark change in policy direction on CO2 emissions, energy efficiency and energy strategy.
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In this week’s Energy and Capital, I turn over a new leaf in honor of the new administration, and focus on the exciting opportunities for investing in the next generation of renewable energy and cleantech.

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For my Energy and Capital column this week, I take a 100-year view on energy and wonder if the Obama infrastructure plan will guide us down the right path, or down the road to ruin…
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For my Energy and Capital column this week, I take a look at the huge gains posted across the commodity sector in the last six weeks, and decide that the time is right to begin accumulating those positions again. The market as a whole may trade sideways or even sink further over 2009, but I think the time is right to buy energy, metals, and fertilizers.
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For my final Energy and Capital article of 2008, I rate my own predictions and analysis, both good and bad.

I’m sure you’re all as happy as I am to leave this year behind. Here’s hoping that 2009 is much better! Happy New Year, y’all!
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Catching up the blog with my Energy and Capital article from last week, which ran while I was away for Christmas. In it, I survey some of the reasons why I think oil is badly mispriced right now.
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For my Energy and Capital article this week, I review some recent data on the global recession, highlight the Guardian‘s recent interview with IEA’s Fatih Birol, consider some of the many energy projects being cancelled due to low oil and gas prices, and conclude that we’re setting ourselves up for a rebound in prices even more severe than I had previously thought.

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For my Energy and Capital article this week, I evaluate the EIA’s new oil outlook report, and conclude that there are at least five reasons why oil should go higher from here, unless we have very severe demand destruction in the developing world.
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In my article for Energy and Capital this week, I take a look at peak oil as a “black swan” event, and find an excellent opportunity to go long oil in the disconnect between the conventional wisdom of the market and the reality of energy supply.
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