IPEF’s OPEC Moment
With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.
SPR
25 postsThe DOE’s New Pilot Program: An Encouraging First Step To Improving Operational Capacity and Securing Our Energy Future
Today, the Department of Energy (DOE) announced [https://www.energy.gov/articles/doe-announces-repurchase-oil-strategic-petroleum-reserve] that it will conduct a “pilot” acquisition of three million barrels of crude oil using...
Expanding the Capacity Frontier: An Approach to Increasing Energy Commodity Production
Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.
If Oil Prices Fall Further, The DOE Must Be Ready to Engage In Tactical Repurchases
Since the White House’s historic commitment on October 18th to repurchase crude oil “when the price of West Texas Intermediate (WTI) crude oil is at or below...
Contingent Supply: Managing the Logistical Risk of Market-Contingent Acquisition
This is the fourth piece in the Contingent Supply series, which looks at the operational requirements, financial needs, and economic opportunities involved in using the SPR to stabilize oil markets.
