Watching for the EV drag on gasoline demand requires a lot of patience.
Electricity generating capacity additions & retirements in 2021 and the long-term change in the power mix.
Long-term structural issues have long dogged these fuels. Then came the Pandemic.
Transportation fuel demand rose to where it had been in … 1997.
Here’s how I got walked through Denbury’s bankruptcy proceedings.
The American Oil Boom Was Where Money Went to Die.
Designed to profit from sky-high LNG Prices in Japan. Sunk by surging US LNG Exports, multi-year collapse in LNG prices, global LNG glut.
Precisely what’s needed to end the price collapse. But last time, it wasn’t long before Wall Street liquidity surged back into shale, starting the cycle all over again.
It comes down to costs and being bypassed by technological innovation, amid stagnating demand for electricity
Folks started driving again – including those who used to take mass-transit. But jet fuel demand is still in collapse-mode. And overall consumption remains way down.