Don’t look now, but ERCOT’s summer capacity forecast isn’t too promising with peak demand projected to hit a new record of over 77,000 MW. Will ERCOT have a summer version of their winter woes? Identifying the root cause of Texas power problems isn’t as easy as many are led to believe, but...

Is green (energy) the new black (for oil demand)? Gas demand may fall, but diesel demand more than offsets losses from electrification. Narratives are often written by those in power, but who benefits and what is the impact to oil price? If economic incentives are discouraged to...