April 23rd, 2015
The Obama administration just released its inaugural Quadrennial Energy Review (QER).
The aim of the 348-page report, which was ordered by a Presidential Memorandum in January 2014, is to help the U.S. government create a “comprehensive and integrated energy strategy” by identifying the roadblocks to providing affordable and secure energy and energy services for the country.
The QER‘s concerns mirror those I have considered here in OEI and even addressed before the queen’s Windsor Energy Consultation last month at Windsor Castle outside London.
And as the severity of the problems outlined in the QER become apparent, there are going to be some very nice opportunities for investors to profit.
However, the report neglected to address a number of key issues that are crucial to understanding the challenges in the energy sector.
Here’s my take on what really needs to be fixed…
April 21st, 2015
Throughout the recent collapse in oil prices, I’ve been telling my readers about a very unusual development in the energy sector.
I say “unusual” because unlike other episodes of falling oil prices, other forms of energy like wind and solar power haven’t followed suit.
You see, when oil prices decline, there’s always an inevitable uptick in demand.
The reason for this is simple: Markets tend to use more of a cheaper product. After all, when prices at the gas pump are low, a family trip across the country is much easier to plan.
This increase in oil demand has historically caused other forms of energy to stagnate.
But, as I’ve been writing, that just hasn’t been the case.
In fact, despite low oil prices, alternative energy has begun a long steady rise.
This dislocation is going to hand us several new ways to profit…