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Kurt Cobb

  • Analysis & Opinion

Kurt Cobb's Opinion & Analysis
A complete archive of Kurt Cobb's articles, including current analysis & opinion.

It's what you can't see—the oil beneath the Arabian sands—that potential investors in Saudi Aramco's on-again, off-again initial public offering (IPO) ought to focus on. The truth about...
Most of the news surrounding the electricity shutoffs in California—done to avert the ignition of additional wildfires by aging electrical infrastructure—has focused on two things: climate...
Albert Edwards turned bearish on stocks back in 1996—well, not exactly bearish, but cautious. He recommended to clients that they overweight long-term, high-quality bonds and therefore...
A flurry of coverage about the gloom and outright calamity in the shale oil business appeared last week. Low prices continue to dog the industry. But so does lack of investor interest in financing...
The U.S. Senate passed a bill last week that would form a government-industry working group to "examine ways to replace automated systems with low-tech redundancies, like manual procedures controlled...
Recently, the former CEO of the largest shale gas producer in the United States told a roomful of conference goers what any competent financial analysis would have revealed many years ago: the shale...
Recently, the International Energy Agency (IEA) warned that neglect of the world's nuclear electric generating plants would lead to a precipitous decline in climate-friendly nuclear energy production...
Those of us living in the United States are once again getting an education about the importance of rare earth elements for the production of consumer electronics, electric vehicles, wind turbines,...
When the International Energy Agency (IEA) reported in late March that energy consumption in 2018 rose at the fastest rate in a decade, it confirmed something that most of those who truly understand...
Almost precisely 10 years ago I wrote about the likelihood of a shortage of helium in the not-to-distant future in a piece entitled "Let's party 'til the helium's gone." Last week worries about a...