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.
Oil prices reached four-year highs of around $80 this week. And the fundamentals of the market point to even higher prices in the short term.
Fracking for oil has made the US energy independent. Its effects have spread far beyond the energy markets, says John Stepek, shifting the global economy’s balance of power.
Commodities guru Jim Rogers thinks the current oil price is a floor, not a ceiling – but his favourite picks are gold and silver.
Brent crude had been trading at under $45 a barrel. Now it’s around $70 – and it could be a very long time before we see prices that low again.
After a year of big rises, the oil price has slipped back recently. Is this just a blip, or are we set for another big tumble? John Stepek explains.
Saudi Aramco’s warning of a supply crunch in the oil market has an element of déjà vu about it. John Stepek takes a closer look to see what investors should do next.
During the commodities boom, uranium was the bubbliest metal of them all – but the price of the nuclear fuel has collapsed, alongside support for nuclear power. Dominic Frisby asks: is now the time to buy?