Energy
50 postsContingent Supply: Texas Crude, Oklahoma Prices: Why Location Matters For A Spodumene Reserve
This is a continuation of our Contingent Supply series. The first piece described why storing spodumene would be a worthwhile endeavor for a lithium strategy. This piece describes the importance of selecting the right location for spodumene reserves.
Contingent Supply: Why Spodumene Reserves May Be the Key to a More Secure Lithium Supply Chain
In a continuation of our Contingent Supply series, we explore how a critical minerals club could undertake our SPR approach to boosting production of a highly volatile commodity, lithium.
Prescriptive - An SPR Repurchase By More Scalable Means: OPEC Cuts Expose DOE's Lack of Preparedness
The surprise announcement of OPEC cuts this weekend has caught market participants and the Biden administration off-guard. OPEC's "voluntary" cuts to crude oil production...
Prescriptive - Don’t Forget The Future: The DOE Risks Diluting The Credibility of President Biden’s SPR Commitments
Summary The benchmark West Texas Intermediate (WTI) spot price for crude oil has settled at or below the President’s committed $67-$72 refill range for nearly two...