A Look at State RPS – Power Demand a Zero Sum Game Follow Up
September 29, 2014
In our power demand post last week, we concluded wind and solar are growing at such a rate in the US that they could eat into 3.8
Month: September 2014
Bakken Midstream Investment Continues to Accelerate
September 23, 2014
In July, we wondered if regulatory changes in the Bakken would hamper growth or accelerate midstream investment and yesterday ONEOK Partners (NYSE: OKS) provided further evidence of
Power Demand a Zero Sum Game?
September 22, 2014
US Demand for electricity since 2004 has remained relatively flat as economic expansion of 1.7% since 2004 (Source: World Bank) has been offset by consumer
Fayetteville Tails Generating Positive Cash Flow?
September 18, 2014
There has been a lot written about the sustainability of the shale gas model. Dozens, if not hundreds, of folks attack the industry due to
Today’s Monster Wells Are the Long Tails of Tomorrow
September 16, 2014
I am reading Russell Gold’s book, “The Boom”, and in the beginning chapters he covers the history of the shale revolution, reviewing several early shale wells in
More DJ Crude for Cushing
September 11, 2014
Following on the heels of strong 2Q2014 production results in the DJ Basin and more growth expected to come, two new pipeline projects announced open
Where do your Tesla’s BTUs Come From? A State-by-State Breakdown
September 9, 2014
A friend of mine recently told me his wife signed up to be on the waiting list for the new Tesla SUV. He said she wants
Counterpoint: The Facts on Forbes Article “The Popping of the Shale Gas Bubble”
September 5, 2014
A couple days ago the Forbes shale gas piece circulated around our shop. We are always interested in contrarian ideas backed by analysis, especially as
Utica: It’s Hard to Argue with Growth
September 4, 2014
The Utica is again in the headlines, with Shell (NYSE: RDS.A) announcing new wells testing the eastern extent of the play, and Eclipse Resources (NYSE: ECR)
