Our View

EV Tipping Points: BloombergNEF's Wishful Thinking

Those who see EVs rapidly penetrating the transportation market, in our view, lack historical perspective, and their projections are idealistic wishful thinking. To read more, click here.

Speculators and Crude Prices

As the graph here shows, money manager speculative activity has been driving crude oil prices for two months. See Our View on this page.

Death and Taxes, Tipping Point Nonsense; Prohibition, Unleaded, and the Energy Transition (April 8, 2024) -- This week's Notes at the Margin covers the aforementioned three topics.

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