Category: Future of Energy

Lithium Fire Adds Insult to Detroit's Injuries

Written by Alex Koyfman
Posted December 26, 2023

Earlier this week, a 3 alarm lithium-battery fire caused a complete shutdown at a 4.5 million square foot GMC plant, dubbed "Factory Zero," on Detroit’s East Side. 

Will SMRs Launch a Nuclear Power Bull Market?

Written by Jeff Siegel
Posted December 21, 2023

Nuclear power is safe. People, however, are not. And this, dear reader, is why there’s always been so much concern about expanding America’s fleet of nuclear power plants.

Tesla (NASDAQ: TSLA) Lands Huge Battery Storage Deal in Australia

Written by Jeff Siegel
Posted December 7, 2023

In 2022, more than $5 billion was invested in battery energy storage systems, which is nearly a threefold increase from 2021. And by 2030, that number is expected to reach $150 billion, representing...

Has Graphene Become Plastic 2.0?

Written by Alex Koyfman
Posted December 5, 2023

Of all the products that we use today and will use more tomorrow, there is one that stands out as the clear winner in terms of importance. They’re already everywhere. In our pockets, in our homes,...

So the Lithium Bubble Has Burst. What Happens Now?

Written by Alex Koyfman
Posted November 28, 2023

Trading at all-time peaks in the neighborhood of $85,000 per ton this time last year, lithium is now below $20,000 per ton — a decline of greater than 75% over the course of just 12 months. 

Is It Time to Invest in Solar Cars?

Written by Jeff Siegel
Posted November 26, 2023

here’s one solar-powered electric car that’s not only small enough to handle urban asphalt, but it has a top speed of 101 mph, and can travel 1,000 miles before having to re-charge.

This Is How China Already Won WW3

Written by Alex Koyfman
Posted November 21, 2023

I wish I could sit here and tell you that the subject line that brought you here is just clickbait. Unfortunately I can’t do that, because none of it is a lie or an exaggeration.

This Lithium Tech Is Big Oil's New Best Friend

Written by Alex Koyfman
Posted November 19, 2023

This technology could not have come at a better time, as the world is about to quietly enter into a potentially catastrophic lithium deficit thanks to rapid expansion in the EV.

This AI Could Be Your Next Boss

Written by Alex Koyfman
Posted November 5, 2023

A few weeks ago, I was introduced to a Bay Area company that’s developed an AI engine every bit as terrifying as any film noir supercomputer. It's purpose? To streamline organizational operations...

BP (NYSE: BP) Invests $100 Million in Electric Cars

Written by Jeff Siegel
Posted October 29, 2023

Last week, the International Energy Agency (IEA), released a new report indicating that world fossil fuel demand is set to peak by 2030. Here are some highlights of that report...

Oil Outlook 2024 Part 2: Exploring Demand Delusions

Written by Keith Kohl
Posted October 25, 2023

In 2024, the world will consume more petroleum products than ever before. The real question is how high global consumption will climb... And the answer depends on who you're asking.

Oil Outlook 2024 Part 1: The Supply-Side Crude Shock

Written by Keith Kohl
Posted October 23, 2023

We’re barreling into 2024 with extremely bearish inventories both in the U.S. and abroad. The latest EIA oil report showed another large decline in our commercial stockpiles of crude oil, pushing...