By Allen Brooks on July 30, 2023
Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. Download the PDf July 30, 2023 Climate To Be Stock Market Theme Of The Decade? Stocks move up and down based on investor optimism or pessimism […]
Posted in Energy Musings | Tagged Climate, climate change, dot.com, go-go, gold, Inflation, Internet, Investment themes, Japan Inc., Musings Newsletter, oil price shocks
By Allen Brooks on April 28, 2023
Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. Download the PDF April 28, 2023 Bananas, Kumquats, and Today’s Inflation Problem Many investors believe inflation is on the run and soon will return to pre-pandemic […]
Posted in Energy Musings | Tagged 1970s inflation, Alfred Kahn, bananas and kumquats, Core CPI, CPI, George Friedman, Inflation, interest rates, labor productivity, Larry Fink, Musings Newsletter, Neil Howe
By Allen Brooks on March 6, 2023
Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. Download the PDF March 7, 2023 Bringing Down Inflation Will Be Harder And Take Longer Inflation continues to run hot, forcing the Federal Reserve to continue […]
Posted in Energy Musings | Tagged battery charging issues for EVs, CBO 2023 spending and revenue forecast, driving EVs for long road trips, Energy stock market February performance, Energy stock market weighting over time, EVs, government deficits, Inflation, inland marine rates, Jones Act vessel costs, Musings Newsletter, Native American “fair share” demand, public debt, range anxiety, whale strandings
By Allen Brooks on November 14, 2022
Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks Download PDF November 15, 2022 Age […]
Posted in Energy Musings | Tagged 2021 Europe energy poverty, AEO, alternative-fuel vehicles, Bret Stephens, cheap labor, China and mining processing capacity, clean energy mineral shortages, Coastal Virginia Offshore Wind, commodity super-cycle, COP27, Dominion Energy Virginia, electric vehicles, energy stocks, Goldman Sachs, Greenland’s Ice Is Melting, Inflation, interest rates, investment risk, Jeff Currie, John Kerry, LNG flows, Musings Newsletter, October stock sector performance, Revenge of the Old Economy, Spof - single point of failure, Vuca – volatility uncertainty complexity ambiguity