Council of Councils
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Introduction
Over the last several decades, governments have collectively pledged to slow global warming. But despite intensified diplomacy, the world is already facing the consequences of climate…
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July 9, 2012
Fossil Fuels
Are Natural Gas Liquids as Good as Oil?
Technical details sometimes turn out to be just that – details. Sometimes, though, they turn out to be much more. A longstanding technical debate over how to think about natural gas liquids (NGLs) ma…
January 23, 2012
Fossil Fuels
Parsing A New Study On Natural Gas Exports
The EIA released a new study last week that attempts to quantify the market impacts of increased natural gas exports from the United States. It’s a useful and informative piece of work, but it also h…
September 21, 2006
Financial Markets
Unintentional irony watch (hedge fund edition)
Risk management standards do seem to be slipping. Davis, Sender and Zuckerman in the Wall Street Journal: “The risk models employed by hedge funds use historic data, but the natural gas markets hav…
May 16, 2012
Fossil Fuels
Energy and U.S. Manufacturing: Five Things to Think About
The boom in U.S. oil and gas production has sparked talk of a manufacturing renaissance. I mentioned that somewhat skeptically last week in the context of a much broader piece on the excitement surro…
May 22, 2012
Education
Peter Thiel and the Great College Debate
Should more Americans go to college? I would have thought the answer is an unequivocal yes. The evidence is overwhelming that college graduates have lower unemployment rates, earn far more money, and…
