A collection of ideas from the transitioning energy world, geopolitical happenings and how that is translating on the ground in Texas form a snapshot of the present and future. Obviously the future in unknown, but actions today set up a sustainable tomorrow.
In “A Fluid Energy World: New Combinations, Scale and Efficiency,” a 2023 outlook is presented to investors, with Seeking Alpha hosting. It is a wide-angle view of oil, gas and transition dynamics, possible pathways and some specific company observations. (Some of the slides are at the end of this post.)
A week later, on an invited investor discussion hosted by Income Growth Advisers, a brief version of the longer interview above is offered, alongside the notable contours and changes in the market. Speakers, largely quants and institutional investors, cover everything; I’m focused on oil price, U.S. production, the transition, and geopolitics, plus the volatility presenting. The clip, following this mini-trilogy, surrounds geopolitical concerns and market volatility, which one man’s a bad trading day reflects.
Finally, in “Texas Million-Dollar Miles,” how the energy transition is evolving in Texas, a wind energy first mover, reveals challenges and opportunities. Texas reflects the changes afoot and how the pacing could really look.
“Oil-, gas- and wind-rich Texas is also entrepreneurial and pragmatic, magnetic even. The universal laws of physics and unknowns inherent in innovation are absolutely in play. A sustainable Texas may offer new lessons in energy, land use and the means of working with nature. While many want to come and bet the farm in Texas, a reflective, cowboy sixth-sense factor respectfully permeates these ancient lands and open ranges. ”
Investor discussion at start of my 15-minute commentary
