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Not a Myth: The Skyrocketing Cost of New Oil Supply
The next time you hear someone asserting that oil extraction “was always difficult and expensive”—as a way to refute the very high cost now of the marginal barrel—you’ll know they’re spinning a folk...
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The End of Growth in the United States
With one month to go in the data series, US Total Non-Farm Payrolls have averaged 131.08 million in 2011. The problem is that the US is a Very Large System, and needs growth to support its array of...
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Old Oil Depletes, And the New Oil is Slow
Exxon Mobil has released its 2012 Outlook for Energy: A view to 2040 report. I actually find these industry forecasts helpful, especially for their nuanced contrast with comparable long-range reports...
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Global Oil Production Update: A Strange Future Has Arrived
Since 2005, European oil consumption has fallen by 1.5 million barrels a day. And, in the same period, US oil consumption has fallen by 2 million barrels a day. If oil was priced at $60 a barrel,...
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Understanding the New Price of Oil
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...
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Food Stamp Use in L.A. Pauses At the Million Mark, Awaiting Oil’s Next Move
For the first time in several years, the rate of growth in Los Angeles County food stamp use has slowed. That’s little consolation however given that total participation zoomed from just above 600,000...
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Global 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....
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Rebounding 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...
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The 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...
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A 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...
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Oil’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...
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Road 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,...
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Energy Investment Outlook: October 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,...
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Uber and Oil: September Issue of TerraJoule.us
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,...
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Tyranny 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,...
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Oil Control: April Issue of TerraJoule.us
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 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,...
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In the Year 2020
London based Carbon Tracker is forecasting that global demand for both coal and oil are set to peak just a few years from now, in the year 2020. The new report uses a model, in partnership with...
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The Next Emissions Story
If you’ve been following the emissions story the past few years, you will know that slower economic activity and the rise of renewables have started to seriously blunt the growth of global carbon. In...
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Troubles 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...
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