There is a great debate going on about investing in oil. Some say the risks of climate change are so urgent that investors should start divesting of their fossil fuel assets immediately. Aside from moral suasion, the economic argument is that today’s reserves-in-the-ground will soon become tomorrow’s stranded assets. However, some important economic factors are […]
Since its publication in February 2016, investors have used the ARC Method to understand how their crude oil assets compare to others on a carbon intensity basis and to quantify the cost of future policy on their investment returns. In the absence of a method for measuring greenhouse gas (“GHG”) emissions, investors in crude oil […]
This week’s ARC SnapChart plots the comeback of OPEC’s crude oil production. After hitting record high output last November at 33.4 MMB/d, OPEC and Russia agreed to production cuts. As a result, OPEC’s production dropped at the start of this year. However since then, the group’s output has been increasing. The biggest cause of the […]
Hurricane Harvey is looking like it could be just as devastating as Katrina was in 2005. The following ARC SnapChart looks back on Katrina’s impact on oil and gas markets in 2005, helping to frame the potential consequences that can result from tragic storms in the energy-rich US Gulf Coast. Katrina landed in the United […]
