Even before the war, the world was headed for an oil shortage due to the fall in capital spending. These companies stand to benefit. Read More
Analyst Articles
Have you noticed sanctions on Russia over the Ukraine invasion have fallen short of blocking oil and gas exports? We explain why. Read More
Everyone is worried about inflation and the Fed is tightening, but energy prices are likely to rise, making it hard to defeat inflation. Read More
Water is a commodity we tend to take for granted, but it is critical to life. And it's also a huge investment opportunity. Read More
Policymakers say the recent surge of inflation is only temporary, but this article argues they're wrong, and explains what to do about it. Read More
The world will consume incredible amounts of energy and materials in the years ahead. It needs to use resources more efficiently. Read More
Bitcoin is a risky investment. The cryptocurrency also threatens a crucial energy transition the world needs to make. Read More
The demand for natural resources will sharply rise. I believe it will lead to high inflation but also enormous investing opportunities Read More
The worldwide demand for copper will greatly increase. At the same time, reserves are not catching up. Tremendous scarcities could lay ahead. Read More
Natural resources are the building blocks of society. To produce these critical natural resources, we need tremendous amounts of energy. Read More