My favorite quote by H.L. Mencken is ‘a cynic is a man who, when he smells flowers, looks around for a coffin‘. A bit morose, I know, but this appeals to the contrarian in me. My second favorite is überly-applicable to US shale oil break-evens: ‘For every complex problem there is an answer that is clear, simple, and wrong‘. For there is no lack of estimates flying around as to the price level at which US shale oil production could be curtailed. The problem is, they all appear to be different. » read more
Posts Tagged ‘oil’
While I have written posts on Nigeria and regularly referenced Libya in the last half decade on the burrito, I know very little about most of Africa when it comes to energy. So it was interesting to sift through this comprehensive report from the IEA to get a better understanding of some of the broader energy trends underway. Henceforth are my ten top takeaways: » read more
The topic of morning’s appearance on CNBC’s Squawk Box was once again back to oil, Saudi, and shale break-evens, and how low could we go…..hark, click on the below mugshot to launch to part of the interview:
I was once again fortunate enough to kick-off the week with an appearance on CNBC’s Squawk Box this morning, talking about another calamitous start to the week by the crude complex. Hark, click on the below mugshot to launch to part of this morning’s interview:
This morning’s appearance on CNBC’s Squawk Box came after a huge overnight move in crude to the lows of the year, giving lots to discuss. Hark, click on the below mugshot to launch to part of today’s interview. To hear more of my ranting, you can also listen to an interview here that I did for the ETF store this week. It’s over 20 minutes long, and covers a lot of ground, from the economy to emissions to oil to natural gas to renewables. Rantastic!