Bob Goodof, Principal, offers the benefit of nearly four decades of analytical experience and relationships, in and around the energy and chemical industries, to clients in need of objective and accountability-based services.
In addition to Analytical Services for investors & Entrepreneurs, we provide a forum (21st Century Energy Macro) for Fundamental Views, with Investment Implications, and ongoing anecdotal news/observations which confirm (or question) this view. We invite your participation!
For decades, fossil fuel fundamentals have been most intensely linked oil and transportation growth. This is changing. Meanwhile, The confluence of prodigious natural gas, potentially stranded gas liquids/condensate, and limited demand drivers creates investment opportunities throughout North America and, eventually, the world.
Ever since the confluence of OPEC and Peak US Oil, Middle East has dominated price through supply and policy through the threat of energy insecurity. However the increasing roles of global gas and unconventional resource, plus the overlay of renewables and climate change, have broadened the implications of Geopolitical issues.
Wind & Solar Oversupply, aided by the tailwind of OECD Green Subsidies, have destroyed returns from First Generation Renewable Sources (ex-Financing). Lifecycle economics are now very competitive in key emerging markets, spelling the End of the Era of Excess Subsidies. Now it may be Renewables that put pressure on Energy Subsidies, Worldwide.
For months, pundits have focused on rising production, mostly from US shales, sluggish demand, primarily from European stagnation and disappointing Chinese activity, aided by conspiratorial Saudi/OPEC intentions. And there is no doubt that some of this is true…last year, today, and probably over the near term. The underlying oil (physical) picture stands, roughly, at 91 …
Progress – and Challenges After some critical commentary about the program‘s progress, numerous reports have issued in recent days, proclaiming and analyzing the dramatic success of the first “commercial” gas development from China’s potentially huge shale reserves (estimated to be the world’s largest). In brief, Sinopoc (CNPC) has been producing from 21 “demonstration” wells …
Coals to Newcastle? Finally Nuclear? A Solar Revival? … but where’s the Policy?? Over the past decade, the United Arab Emirates (UAE) was the most visible proponent of renewable energy in the region, with plans for a Zero Energy City (Masdar), largely funded by one of the country’s leading sovereign wealth funds. Intentions included integrated …
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