Apr 28, 2022
Let Them Eat Diesel
In the face of a global energy crisis, war, food shortages, and rampant inflation, does it make sense to be redirecting acres of valuable cropland to renewable diesel?
Apr 20, 2022
Buy Me a River: How To Solve The West's Water Problem
The dwindling flows of the Colorado River are insufficient to deliver on its commitments, forcing tough choices on the US Southwest.
Apr 18, 2022
Measure Twice: Sizing Europe’s Natural Gas Crisis
The continent needs to face the reality of belt-tightening on the demand side.
Apr 1, 2022
Crouching Tiger, Hidden Problems
Will the conflict-ridden, self-dealing valuation monster in the private market catalyze stress in the public markets?
Mar 28, 2022
Farmers on the Brink
We are at the onset of a global famine of historic proportions.
Mar 18, 2022
A Fool and His Gold: AMC Buys A Gold Mine
Adam Aron’s newly minted cadre of gold bugs will soon make its acquaintance with humbuggery.
Mar 16, 2022
Nickel In Front of a Steamroller
When the LME acted out of existential desperation, it may have catalyzed its certain demise all the same.
Mar 11, 2022
A Serious Proposal on US Energy
A plan so full of sense, we expect our political leaders to do none of it!
Mar 7, 2022
On the Cusp of an Economic Singularity
“One mustn't look at the abyss, because there is at the bottom an inexpressible charm which attracts us.” – Gustave Flaubert
Mar 3, 2022
Eppie Thompson taps into the visceral need to create and inspires us along the way.
Feb 28, 2022
It's Time to Get Serious About Energy
The cards we’re holding are transparent to our political enemies, and they’re calling our bluff.
Feb 23, 2022
What Trudeau's Actions Reveal About Crypto
Money is what the government says it is.
Feb 18, 2022
Not a Rare to Spare
As MP Materials seeks to onshore the production of rare earth elements, they’ve become a battleground stock for short sellers.
Feb 9, 2022
US Energy Policy: Stupid Is As Stupid Does
As another domestic pipeline project is shut down, Biden invites an energy alliance with the Emir of Qatar.
Feb 5, 2022
An Epic Blowoff Top In Oil Is Coming
The US’s behavior towards energy seems virtually indistinguishable from what we would be doing if an adversarial foreign power was overseeing our affairs.
Jan 27, 2022
Dollars Ex Machina
When the great unraveling occurs, getting dollars out of the machine will be as unlikely as divine intervention.
Jan 20, 2022
The Scandal That Brought Us Corn Ethanol
The debate over corn ethanol as a fuel is the perfect distraction from the scandal that led to its widespread adoption.
Jan 14, 2022
The response to the pandemic destroyed countless small businesses – one wonders why so much attention is being selectively paid to the plight of the small rancher.
Jan 11, 2022
A Banana Worth Squeezing
The EU ETS carbon emissions scheme is, in effect, a HODL Mechanism™.
Sign up for RC newsletters
Do Not Sell My Personal Information
Go to full site