Predictions of a coming carbon asset bubble overstated

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Lately, it has been fashionable to talk of “stranded carbon assets” that will emerge as a risk to investors as pressure to mount a serious global climate policy increases.
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Baker Institute Turns 20 Amid Great Success: Saluting The Honorable James A. Baker, III

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The Baker Institute is celebrating its 20th anniversary tonight and there is much to be proud of. The Baker Institute study “Re-engaging the Israelis and the Palestinians: Why An American Role in Initiating Israeli and Palestinian Negotiations is Necessary and How It Can Be Accomplished”http://bakerinstitute.org/research/re-engaging-the-israelis-and-the-palestinians-why-an-american-role-in-initiating-israeli-palestinian/ has made a major contribution to the peace process, with […]
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Age of Gas To Bring Greater Flexibility, Resilience, GE White Paper shows

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Denser networks for natural gas will contribute to greater flexibility and improved economics, according to a new white paper released by GE. The paper, called the Age of Gas, argues that the expanding network of natural gas infrastructure expected from the gas boom, will enhance deliverability, leading to greater supply resiliency and less price volatility. […]
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Substitution Effects Capping Future Oil Demand Growth

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It is often said that the cure for high oil prices is high oil prices. Kuwait’s oil minister Mustafa Al-Shamali announced today that $100 to $110 a barrel is a fair price for oil but history may prove the minister wrong. History would argue that oil is a cyclical industry and that prices above competitive […]
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Electric Car Charging Etiquette: Can I Unplug Your Car?

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As Elon Musk was preparing for his cross-US journey in the new Tesla Model S, he might have been advised also to weigh in on the importance of charging station etiquette, a new UC Davis Institute of Transportation Studies study suggests. We all know how to pull into a line and sit in our cars […]
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LNG Exports First Step to Depoliticizing Global Oil Market

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US manufacturer’s sounded alarm bells last week with the approval of a fourth liquefied natural gas (LNG) export facility, this time on the East coast at Cove Point Maryland. At issue is whether LNG exports would “harm” the US economy by raising energy costs. But opponents of US energy exports are missing the point: US […]
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Corporate Bets on America: Shortening the Time Horizon or Avoiding Geopolitical Risk?

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With war fears still dominating the headlines in the Middle East and the US Federal Reserve slow to end easing, now would seem like a good time to own an oil field coming on line. Global oil prices remain over $100 a barrel with plenty of geopolitical risk around to keep them there at least […]
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Thoughts on 9-11

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In 1977, a rag tag group gathered to study Arabic under the tulelage of Dr. Abraham Udovitch, an acclaimed scholar who studied the social and economic life of 11th century Egypt, among other topics.  It proved to be a highly successful group of people: To name a few, a professor of Middle Eastern politics (urbanism, […]
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(Image: Fotolia)

Commentary: Can North America unconventionals replace lost Mideast oil?

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Since Egyptian President Hosni Mubarak fell from power in February 2011, U.S. and Canadian oil production has risen by a total of 2.57 million barrels a day. That’s three times that amount of oil production that has been lost to world supply directly from Arab Spring violence in Syria, Yemen and Bahrain.

Betting on China for High Oil Prices: Fact or Folly?

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Oil prices remain at lofty levels based on two time-tested stories. Story One: Instability in the Middle East could lead to violence that will produce a major oil supply disruption; and Story Two: China’s amazing growth patterns will create so much oil demand that it will overwhelm any level of additions of new supply. While […]
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