Oil & Energy Investor by Dr. Kent Moors

Here’s What’s on My Radar This Week

by | published February 18th, 2020

I’m working on four avenues of research at the moment, any or all of which could have an impact on energy investing heading into the second quarter and beyond.

1. The White House has proposed a record $4.8 trillion budget for fiscal 2021. There are cuts to energy on the table – I’m assessing the potential impact of those cuts.

2. Iraq, an important, if fragile, American ally in the strife-torn Middle East must import energy from neighboring Iran. Iraq has a “get-out-of-sanctions-free” waiver from the U.S. government to allow these imports. Now the U.S. could rescind that waiver, which could precipitate an energy crisis inside Iraq. I’m analyzing the impact.

There are two more things

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.