Petrochemicals are no longer an energy “side story”. They are becoming the primary driver of what happens to oil in the decades ahead. I recently
The S&P 500 is down 7% since the start of the Iran War. But 26 of 28 large traditional energy stocks I follow are up
I’m relaunching my podcast…with a twist. 📣 It’s called Behind The Data. And it’s an unscripted look behind the curtain at the energy content I
The Strait of Hormuz closure has dramatic implications for oil. But its impact on petrochemicals may be even more consequential. I spoke with CNBC’s Kevin
In six years we’ve experienced three profound pivots in the global energy conversation. ➔ From 2020-2022, the focus was on sustainability. ➔ Then from 2023-2025,
The Iran War is entering its fifth week. Fossil fuel supply shortages persist around the world. But the impact is far from uniform. In this
