The post discusses critical issues in the oil market affected by geopolitical dynamics and macroeconomic factors. It highlights potential impacts from U.S. military actions in Venezuela, rising energy demands due to AI, shifts in global energy narratives, trade wars, and sanctions on Russia. The future of the oil sector remains uncertain but significant.
Category: clean energy and fossil fuels
Tariffs and Politics as the Key to Market Valuations
As one commentator put it on the late night European Bloomberg show "Its now all about tariffs and politics!" For those of you who have been following the posts on this site you know that we believe this is the case regarding the importance of politics far more than the markets ever want to really … Continue reading Tariffs and Politics as the Key to Market Valuations
The Problem of Energy for Complex Societies and the Risk of the Transition to Clean Energy Done Prematurely Causing Societal Collapse
There is a serious danger that if we try to speed up too much the transition to clean energy we will have societal collapse. The results could be even much worse than climate change itself, which is saying a lot. I think it's important in a site like this to discuss higher level macro-political topics … Continue reading The Problem of Energy for Complex Societies and the Risk of the Transition to Clean Energy Done Prematurely Causing Societal Collapse
Impossible Contradictions: You can have clean energy or AI but you can’t have both
There's plenty of good reasons to like certain aspects of both AI and clean energy. Clean energy promises a less polluted planet, especially from emissions, and to help mitigate the dangers of global warming. AI promises significant increases in productivity and efficiency along with potentially a wider access to important information. I am certainly in … Continue reading Impossible Contradictions: You can have clean energy or AI but you can’t have both