The state of play in energy markets is challenging to disentangle. In a YouTube interview, Jay Hatfield and I analyze the fundamentals and dynamics in global energy and the energy transition.
Investment Call (You Tube): Theses, Energy, and "War Oil"
Supply Chain Shifts Reflect Complexity, Creative Destruction
Capital Efficiency and the Energy Mix
Leaning into Complexity Science of the Santa Fe Kind
Engaging Interview with Jay Hatfield About Global Energy Issues
In Seattle: Deep Tech, Sustainability and Capital
Energy and ESG Investor Conference, San Francisco, June 9, 2022
Natural Capital in Full Bloom...
Shorting Russia via Energy (c. 2014): For Freedom, Fathers, Non-violence
2014…why Europe should diversify their energy consumption away from Russia, what Putin is doing, and why, plus other alternative suppliers ala the Eastern Mediterranean and North America. More gas supply options exist.
For Freedom (Juneteenth) and Fathers and Non-Violence (Pair this with “Zombie” by The Cranberries)