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Should the US Lift the Ban on Crude Oil Exports?

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There is a growing debate over lifting the US ban on crude oil exports.  Recently US Energy Secretary Ernest Moniz said he thought it time to review the prudence of the exports ban during the 2014 quadrennial review of US energy policies.  Not everyone has responded favorably to the calls to ease the ban so expect a loud debate over the year ahead. For more than thirty years, the United States has banned crude oil exports.  The logic at the time was energy security concern both from sending oil …Continue Reading »

The Big Shift in Energy is a Complete Reversal of Fortunes

As we all read the 2012 economic reports last year we collectively thought of the right technical terms---the results sucked!  GDP growth had slowed to 1.5%, unemployment rates remained stubbornly high at 8.2% over average nationwide but the damage to youth, black and Hispanic and those with less than college educations are still horrible.  Clearly we need an economic shot in the arm. How could there possibly be any good news on the horizon? The good news is the big shift in energy is a …Continue Reading »

Lessons from the Front Lines of Disruptive Innovation

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Tech and Creative Labs (TCLABZ) was born out of the disruptive innovation realization that insight about this energy market volatility could be extracted from the online dynamic interaction of people trying to figure out what is going on, what might happen next, and what if I do “X” instead of “Y”? We believe disruptive innovation technologies help us see new opportunities among the volatility and risk in the world around us.  By helping us play better defense in our volatile world, …Continue Reading »

The Big Shift in Energy is Underway

TCLabz O&G Extraction Analytics Platform

The United States is engaged in a fierce debate over energy strategy, policy and production. Today there is wave after wave of new Federal regulation designed to favor clean energy strategies at the expense of fossil fuels that still provide most of our energy resources.  These rules are being promulgated as a consequence of a Supreme Court Decision in EPA vs Massachusetts which held that EPA does have authority to regulated carbon dioxide emissions under the Clean Air Act even though there is …Continue Reading »

Can the Big Shift in Energy bring a Return of Industrial Demand?

Outsourcing became a dirty word in the 2012 elections, in part, because over the last decade the US lost more than 5 million jobs to offshore emerging markets.  While politicians will continue to score points about which party or players are responsible for these job losses, they are losing sight of a reversal of fortunes now taking place that offers the potential of bringing many of these manufacturing jobs back to the US---if we get our policy and political act together. Accenture just …Continue Reading »

RIP A123

The battery technology firm A123 burned cash faster than it was coming in the door in a market for PHEV that is not as hot as many would like.  But unlike other green energy companies to flame out the A123 bankruptcy saw one an industry giant, Johnson Controls, ride in to make a bid for its assets. Not even the $7500 Federal tax credit has been enough to get car buyers to buy a Chevy Volt. Toyota Prius is turning from the name of one car into a franchise of several model types in an effort by …Continue Reading »

Getting to Solar Energy Sustainability

LCOE IER

The search for market equilibrium is an elusive quest in the solar energy industry.  But the addiction to subsidies, carve-outs and other political favors has done little to improve the success potential for solar.  Quite the reverse, by creating the conditions that made possible and induced China to expand its aggressive export strategy of market dominance and deploy its zero sum game of taking market share from regional players the solar industry and its political patrons has effectively slit …Continue Reading »

Coal Fights Back, and Wins in Europe

A funny thing is happening on the way to the clean energy future.  While the US government wages a regulatory war on coal fired generation, in Europe, the land of the oh so politically correct the drive for greenhouse gas emissions reduction is meeting a new competitor----reality! The EU emissions trading scheme had fallen on hard times as the number of permits issued was large and demand in a falling economy was weak so prices fell.  Some reforms were made and the freebie credits were reined …Continue Reading »

Will Regulation of ‘All of the Above’ Energy Cost 20X More on Public Lands?

Federal Lands

More than 96% of the domestic energy production growth from shales has taken place on private lands safely out of the reach of the Federal government bureaucrats and regulators.  That energy production growth is transforming America’s energy future by increasing supply reliability and driving down the price of natural gas from more than $13 per MMBTU to less than $3 per MMBTU in a period of less than five years. Meanwhile, on public lands production has actually slowed as the Department of …Continue Reading »

Between an Argentine Shale Rock and Hard place

Shale Gas South America

You must admit there is a certain irony in reports out of Argentina by none other than the newly named CEO of YPF, (NYSE: YPF) Miguel Galuccio, that his company has found a significant shale deposit waiting to be developed and if he can do so it will make Argentina s significant exporter of oil and natural gas. What’s the irony? YPF is the company that Argentina recently seized from Spain’s Grupo Repsol and nationalized. The action created a huge international dispute and Repsol’s demand …Continue Reading »