Oil & Energy Investor by Dr. Kent Moors

The Era of “Supercharged” Batteries Is Approaching

by | published February 14th, 2020

As veteran readers of Oil and Energy Investor well know, before careers in intelligence, academe, and energy, I was a student of theoretical physics. I received my first degree there at the age of sixteen, wrote my first algorithms literally before I had my first date.

I have always loved to poke around in other people’s labs, exploring the next wave of fascinating ways to tackle problems. These days this penchant still allows the occasional glimpse of discoveries or applications likely to emerge as ways for investors to profit.

One of my favorite areas is our subject today.

Often in Oil and Energy Investor over the years, I’ve called the pursuit of battery and storage capacity that is expandable, adaptive, scalable, and cheap energy’s “Holy Grail.”

Well, we seem to be moving into another promising series of discoveries and applications. I have been following some very interesting developments in battery research that are paralleling something I have been saying for some time. The next generation on the battery front will roll out in a series of incremental improvements, not some singular history-altering monumental or staggering breakthrough.

Once again, it is likely not to be invention (coming up with something entirely new) that leads the move but innovation (using things that already exist but in a new way).

At stake is the most important single advance transforming how we maximize the way energy is retained, transmitted, and used.

Russia Balks at Further OPEC+ Cuts – Here’s What That Means

by | published February 12th, 2020

Oil prices continue to advance this morning as crude recoils from a very oversold situation. That the newly named COVID-19 – the “Wuhan flu” coronavirus pandemic – appears to be slowing is regarded by the market as a respite, although there is as yet no breakthrough in either prevention or treatment.

Both major oil benchmarks – West Texas Intermediate (WTI), the yardstick for futures contracts in New York, and Brent, the more widely used global standard set daily in London -had significantly weakened for the month, down 16% and 17.9%, respectively, before a floor developed yesterday.

Yet this morning OPEC is cutting forward demand projections in consequence to indications that COVID-19 will continue to impact all manner of trade and commerce in an expanding worldwide slowdown.

That means there will be some headwinds forming in short order…