Archive

February 27, 2023
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Peak Oil: Looney Tunes

  • The war-induced scramble for hydrocarbons and calls from the majors for more investment in oil and gas output should not distract investors from an ongoing seismic shift to renewables. That may advance ‘peak oil’ to as early as 2025.

By Alastair Newton (with apologies to Warner Brothers and Merrie Melodies)


March 01, 2022
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Oil: MENA gains at Russia’s expense

  • Whether the Ukraine crisis justifies the current outbreak of bullishness over oil remains uncertain. But what it almost certainly does is open new opportunities for the MENA region at Russia’s expense.

By Alastair Newton