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Alex Chapman
May 13, 20224 min read
State Line Geology and Renewable Energy
Over the past 20 years we have seen both a rise of renewable energy and the rise of dubious arguments to discourage its use. The...
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Alex Chapman
Apr 13, 20224 min read
Russia, Energy and the Green Hydrogen Revolution
Markets around the world were rocked by the Russian invasion of Ukraine, most acutely felt in volatile price movements in oil and natural...
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Alex Chapman
Apr 12, 20223 min read
The Impact of Russian Delusion
The first quarter was shaping up to be one dominated by talks of inflation and interest rate normalization creating some headwinds for...
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Alex Chapman
Mar 21, 20224 min read
CERAWeek and Ukraine: Insight into Energy’s Impact on Markets
The events of the past few weeks merit some discussion. When Russia invaded Ukraine, we refrained from commenting initially, since so...
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Alex Chapman
Mar 2, 20222 min read
The Green Hydrogen Opportunity for Emerging Markets
Green hydrogen is gaining interest worldwide in both developed nations and in emerging markets, but for very different reasons. Developed...
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Alex Chapman
Jun 1, 20213 min read
The Civil War’s Impact on Oil vs. COVID’S impact on Clean Energy
A common narrative about the origin of the petroleum industry, while quite compelling, is not supported by the historic record. The...
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