What are we doing here?
There are a lot of great places to read about commodity fundamentals, OPEC meetings, renewable energy economics, and so on, but very few places to read about the strategy and structure behind the energy industry.
Having worked globally as an energy investment banker, engineer, strategist, and occasional professor, I made Oil & Company to provide analysis of the strategy and business side of the energy sector. From how debt covenants drive shale growth to how monopoly aspirations power the renewable sector, Oil & Company provides much needed context behind the Bloomberg, Reuters, and Wall Street Journal headlines that pop up on your phone.
I called this Oil & Company not because its sole focus is oil – it is not – but because of oil’s singular impact on and influence in the energy sector. As new sources of energy become increasingly dominant, the comparison is always relative to oil and related fossil fuels. As such, even in criticism, there is oil and everyone else. Thus, Oil & Company.
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Ethics statement
- Nothing written here is intended as investment advice
- There are no paid or sponsored posts
- I do not hold individual stocks or other securities in any of the companies mentioned
- I do currently work in industry, but nothing I write about uses anything other than public information and my interpretation thereof