Thought Leadership

  • White papers and videos with our latest
  • thoughts on the ever-changing energy and commodity markets.

Our principals’ past energy research has included some of the following topics:

  • Oil Supply in a “Dispatch Curve” framework: US shale as the new “peaker plant” for global oil (Laskin, 2016, BP Capital Fund Advisors)
  • A return to shorter oil cycles and a US-centric market following the end of the OPEC era (Laskin, 2015, BP Capital Fund Advisors)
  • The End of the Northeast Premium – a prediction of prolonged bear market for Northeast US gas (Olsen, 2013, Tudor, Pickering, Holt & Co.)
  • Coming sea change for NGL prices due to insufficient petrochemical demand (Olsen, 2011-12, Tudor, Pickering, Holt & Co.)
  • Changes in the relationship between stocks and oil price before and after the 1983 oil crash (Laskin, 2006, Morgan Stanley Investment Management)
  • The seasonal impact of gasoline demand on the price of WTI in the mid-2000s (Laskin, 2005, Morgan Stanley Investment Management)