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February 1, 2012

Iran
Oil Market Policy Options in a Confrontation with Iran

Wall Street has been busy thinking through what might happen to oil prices (and the global economy) if conditions worsen in the Strait of Hormuz. Various scenarios could unfold, from mild to dire. Bu…

Blog Post by Blake Clayton Energy, Security, and Climate

June 26, 2013

Cyber Threats to Oil and Gas Supplies: How Much of a Worry Are They?

What harm could a cyber attack do to oil and gas production? Could it cause a catastrophic if temporary loss in supplies, sending prices soaring?  Does it pose a serious threat to oil companies’ oper…

Blog Post by Blake Clayton Energy, Security, and Climate

March 27, 2013

Technology and Innovation
Three Graphs That Resource Pessimists Don’t Want You to See

My last post noted that inflation-adjusted natural resource prices—even for exhaustible resources—tend to fall over time. This trend surprises people who think that prices are doomed to rise indefini…

Three Graphs That Resource Pessimists Don’t Want You to See
Blog Post by Blake Clayton Energy, Security, and Climate

March 22, 2013

Technology and Innovation
Bad News for Pessimists Everywhere: Malthus Was Wrong

There is a tempting intuition to the idea that the real prices of non-renewable goods like coal, iron ore, or oil should rise, more or less, forever. It’s an easy argument to make, and it sounds righ…

Bad News for Pessimists Everywhere: Malthus Was Wrong
Blog Post by Blake Clayton Energy, Security, and Climate

March 15, 2013

Fossil Fuels
Could the North American Shale Boom Happen Elsewhere?

The dramatic takeoff in oil and gas production in the United States and Canada over the last half decade has left many people asking whether a similar boom will happen in other countries. It’s a good…

Blog Post by Blake Clayton Energy, Security, and Climate