The drone strike on Saudi oil facilities proves that the global oil supply chain is vulnerable to attack. Markets must start to price a bigger risk premium into oil.
We're on the cusp of a revolution in the energy industry. It's one that could redraw the energy map of the world, give humanity the ability to tap essentially unlimited power sources, and – if you make the right investments – make a fortune for investors.
In short, we're living through a change in the way the world produces and consumes energy. It is a transition that's well under way. And it's being driven by the convergence of several key technological trends that are showing no sign of abating.
While you wouldn't be alone in thinking that solar power was further away than ever, you could be wrong. Solar is on the brink of becoming the world's dominant energy source.
The rise of the electric car has seen big advances in battery technology. But the real game changer is renewable energy, says John Stepek.
The diesel emissions scandal shows how the profit motive seems always to have overriden concerns over unhealthy emissions, says James Lewisohn.
First we had “peak oil”, now electric cars will bring about “peak lithium”. But don’t worry, says John Stepek, “peak” arguments are always wrong. Here’s why.
Oil is off most investors’ radar. But that could be a mistake, says Dominic Frisby. The price could be about to take off. Here’s how he intends to play it.
Opec, the oil exporters’ cartel, has never been very good at sticking to deals to rein in output and prop up the oil price.
A while ago, Dominic Frisby suggested oil would be the best trade of the next five years. Today, he checks back in to see how it’s doing.
Canada’s oil output is set to rise by 570,000 barrels per day in 2017 and 2018 combined.