Alex Kimani

Latest articles from Alex

• Oil Investors Shrug Off EV 'Revolution'

  Published 09 June 2021 | viewed 3,808 times

  EVs can "eat into traditional market share for liquid fuels," but that's largely a "developed economy, or rich country issue at this point." — Dean…

• Oil Could Reach $80 This Summer, But There’s A Catch

  Published 08 June 2021 | viewed 72,319 times

  After having a year to forget in 2020, the energy sector has this year emerged as the best-performing of all 11 U.S. market sectors. Energy…

• Forget Activism: Chronic Underperformance Is Big Oil’s Biggest Problem

  Published 06 June 2021 | viewed 7,406 times

  Just last week, some of the world's largest integrated energy companies faced the wrath of furious investors and climate activism. Exxon Mobil (NYSE:XOM) lost three…

• Climate Activism Is Great News For Saudi Arabia And Russia

  Published 03 June 2021 | viewed 8,248 times

  Big Oil has lately come under a plethora of attacks from all directions, ranging from uncooperative financiers and investors amidst a global shift to renewable…

• Biden Nixes $35 Billion In Fossil Fuel Tax Benefits

  Published 02 June 2021 | viewed 13,331 times

  President Biden's administration has so far proven to be one of the most aggressive in pursuing climate and clean energy targets. After rejoining the Paris…

• Rapid Energy Transition Could Doom Oil Exporting Countries

  Published 01 June 2021 | viewed 18,153 times

  It’s a tough time being in the oil and gas business. Big Oil has lately come under a plethora of attacks from all directions, ranging…

• The Oil ETFs To Watch If The Iran Deal Crumbles

  Published 31 May 2021 | viewed 6,071 times

  Back in April, we discussed the possibility of president Biden's administration reviving the 2015 nuclear deal with Iran and consequently lifting the country's oil sanctions.…

• Canada’s Largest Pension Funds Stick To Lucrative Oil Sands Bets

  Published 30 May 2021 | viewed 10,053 times

  Canada’s oil sands industry is too carbon-intensive for the environmental, social, and governance (ESG) targets of some of the world’s largest institutional investors. But not…

• The World's Most Attractive Renewable Energy Market

  Published 30 May 2021 | viewed 9,568 times

  When it comes to the global shift to low-carbon energy sources, Europe has traditionally been viewed as the world leader. Meanwhile, the United States has…

• 3 Chinese Energy Stocks To Buy And 3 To Avoid

  Published 27 May 2021 | viewed 8,258 times

  When it comes to investing in the Middle Kingdom, tech companies such as Alibaba Group (NASDAQ:BABA), Baidu Inc.(NASDAQBIDU), Tencent Holdings (OTCPK:TCEHY), and NetEase Inc. (NASDAQ:NTES)…

• Global Food Prices Soaring As Demand For Biofuels Continues To Climb

  Published 24 May 2021 | viewed 4,470 times

  As many of the world's governments continue pushing to a greener future, the energy transition is colliding with another challenge facing the world as it…

• Is It Possible To Have A Nuanced Discussion About The Energy Transition?

  Published 23 May 2021 | viewed 3,131 times

  Climate change is no longer a fiery apocalypse that we expect to happen in the far-off future. Rising sea levels, wild-fires, heatwaves, and extreme weather…

• Is The IEA Report A Tipping Point For Oil Investing?

  Published 20 May 2021 | viewed 11,990 times

  The eventual death of oil and thermal coal won't come from environmentalists or even directly from renewable energy--it will come when big banks decide to…

• 3 Hydrogen Stocks That Are Poised To Break Out

  Published 18 May 2021 | viewed 13,948 times

  Hydrogen stocks have been red-hot over the past year as the ESG and clean energy momentum went into overdrive. Hydrogen fuel cell stalwarts Plug Power…

• Why A Shale Comeback Could Be Disastrous For Oil Markets

  Published 17 May 2021 | viewed 13,067 times

  After having a year to forget in 2020, the energy sector has this year emerged as the best-performing of all 11 U.S. market sectors. Energy…

• Oil Markets Will Face A Supply Crisis Before Demand Peaks

  Published 17 May 2021 | viewed 31,176 times

  The year 2020 was a watershed moment for the fossil fuel sector. Faced with a global pandemic, severe demand shocks, and a shift towards renewable…

• 3 Strong Oil And Gas Stocks For The Summer

  Published 13 May 2021 | viewed 16,310 times

  For years, searching for potentially rewarding oil and gas stocks during the ongoing energy crisis has pretty much felt like dumpster diving. The energy sector…

• The ESG Bubble Has Finally Burst

  Published 13 May 2021 | viewed 8,955 times

  Back in January, we warned that the green energy sector was in danger of overheating after massive runups by clean energy stocks in 2020. The…

• Airlines Pull Back From Oil Hedging After Losing Billions

  Published 12 May 2021 | viewed 7,477 times

  Commodity price hedging is a popular trading strategy frequently used by oil and gas producers as well as heavy consumers of energy commodities such as airlines…

• Saudi Arabia's Covid Aid Comes At A Cost For India

  Published 10 May 2021 | viewed 8,591 times

  At a time when oil and gas investors have been celebrating the latest oil rally after OPEC+ pledged to maintain strict production discipline, not everybody…