2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)
I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...
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Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
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Announcing the International Solar Alliance
As the COP21 summit flagged off in Paris yesterday, Indian Prime Minister Narendra Modi, along with his French counterpart, Francois Hollande,...
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Is an OPEC Cut Imminent?
In my last thoughts on oil, where I plotted some of the structural factors that might take it over $100 in the next few years, I noted that the...
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Deconstructing Daesh
The events that have occurred in Paris, Baghdad and Beirut over the last few days confirm the rising geopolitical risk we are facing across the...
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