Fracking for Yellowcake: The Next Frontier?

Posted by Jeff Rubin on February 4th, 2013 under SmallerWorldTags: , , ,  • 12 Comments

It works for oil and natural gas, so why not frack for uranium too? After all, America relies on foreign uranium just like it depends on foreign oil. In the U.S. these days, it seems like you can sell almost anything if you spin it as part of the pursuit of energy independence. Enter Uranium [...]

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In chemistry you quickly discover that oil and water don’t mix. The same is true in the energy industry. It’s unfortunate, because the new fuel sources that the International Energy Agency claims will allow North America to reach energy independence require tremendous amounts of water. Whether it’s from shale plays or the oil sands, millions [...]

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How Big is Canada’s Oil Subsidy to the US?

Posted by Jeff Rubin on January 7th, 2013 under SmallerWorldTags: , ,  • 20 Comments

Consider the tale of Suncor and Canadian Natural Resources, two of the largest oil sands producers in Alberta. Outwardly, they may appear quite similar. Each produces hundreds of thousands of barrels a day from the oil sands. And most of that oil eventually ends up in the same place—gas tanks across the continent. The path [...]

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The Price for Energy Independence

Posted by Jeff Rubin on November 19th, 2012 under SmallerWorldTags: , ,  • 22 Comments

Move over OPEC, North America is about to become a net exporter of oil. At least that’s the supposed good news from the International Energy Agency’s latest outlook. According to the IEA, the drilling boom for shale oil is putting US production on track to pass Saudi Arabia. North of the border, output from Alberta’s [...]

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Growth Alone is Not the Answer

Posted by Jeff Rubin on October 10th, 2012 under SmallerWorldTags: ,  • 27 Comments

If we know anything about what makes our economy tick we know this: Feed it cheap oil and it runs like a charm. But keep it rationed to expensive fuel, and growth stops dead. Every major global recession in the past four decades has oil’s fingerprints all over it. For all of our efforts to [...]

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