by Jay Young | May 2, 2023 | Domestic Energy Insights, Education, The Upside
Newsletter No. 12Hello everyone! I Hope you all are having a great start to the week. As I reflected back on the big storylines from the oilpatch over the past few quarters, it became clear that there’s something unique afoot with Natural...
by John Mauldin | Apr 14, 2023 | Mauldin Insights, Mauldin White Papers
This is a follow up, an interlude if you will, to part one of the three-part whitepaper series about the future of energy and the role of Oil and Natural Gas in that future. Part two is in the works and will be out soon. In the meantime, I want to share with you some...
by John Mauldin | Feb 18, 2023 | Mauldin Insights, Mauldin White Papers, The Future of Energy
Part one of a three part whitepaper series about the future of energy and the role of Oil and Natural Gas in that future. Executive Summary I’m increasingly convinced the ESG movement (Environmental, Social, Governance), which is trying to restrict investments in oil...
by Jay Young | Feb 9, 2023 | Domestic Energy Insights, Education
After attending a conference this week it is safe to say the overall economic outlook is pretty bleak. Speakers ranging from the nation’s top real estate owner to a CNBC analyst and technology entrepreneurs from all over the country gave us a pretty simple...
by Jay Young | Dec 22, 2022 | Domestic Energy Insights, Education
As 2022 winds down and 2023 approaches, the energy sector remains in tremendous turmoil. Many outstanding factors are essentially open doors to the future price of the most valuable commodity on Earth. European price caps, Chinese demand and the realization of a first...
by Jay Young | Dec 22, 2022 | Oil & Gas, Oil Production
Being asked to visit with media around the world is fun, and this time was no exception. Joyce Kaufman of “The Joyce Kaufman Show” had some great questions about the energy crisis and where we go from here. (This transcript was mildly edited for conversation flow...
by Jay Young | Dec 15, 2022 | Global Energy Insights
For the last 6 months, certain provinces in the nation of China have been on what is called a zero Covid lockdown. This tyrannical process, which doesn’t allow for anyone to leave their homes until the entire region tests negative, has essentially restricted the...
by Jay Young | Dec 15, 2022 | Global Energy Insights
This week has already been full of news, and it is making writing energy articles entertaining or frustrating. FTX is all in the news with its impact on the investment community. The ESG movement has had some positive and negative impacts on the oil and gas markets. I...
by Jay Young | Dec 9, 2022 | Domestic Energy Insights, Education
The election is over, and the dust is settling. We are now getting a clearer picture of the future, especially regarding energy policy. One of the most significant statements made in the run-up to the election was by Joe Biden when he pledged to close all the coal...
by Jay Young | Dec 8, 2022 | Domestic Energy Insights, Education, Global Energy Insights
In our last piece, we talked about the possible outcomes in the oil market following the mid-term elections. As of 11-30-22, the midterms are still not complete. As we approach the remaining run-off election in the state of Georgia the oil market is starting to see...
