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On several occasions in Oil & Energy Investor, I have discussed the emerging energy balance and how it is already providing you with some very nice investment plays.
That balance involves two related advances.
The first is an expansion in the number of reliable (and distinct) energy sources. The second addresses the extent to which these sources provide a genuine interchangeable network of availability from such sources.
The rise of renewable sources (solar, wind, biofuel, even geothermal) has been the most visible manifestation of the developing balance. But the crucial element to remember is the balanced nature of it all.
As we have noted in the past, this is not an exercise in finding a "silver bullet" to wean the market from a dependence on any particular energy source - such as crude oil.
The rise of renewables may change the dynamics of the mix, but the absolute replacement of an energy source is not the target.
Energy Growth Outside the Mainstream
In fact, given the global nature of the energy market, dominant moves in one region are offset by contrary moves in others.
For example, much has been written about the death of King Coal in North America. Yet coal will continue as the primary energy source throughout Asia for much of the next decade and beyond.
Asia also remains the focus of international energy. While demand is slowing down (although not contracting) in the traditional markets of Western Europe and North America, it is intensifying throughout Asia and the Pacific Basin.
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Every analytical report points toward this region driving energy needs and prices until at least 2035.
Then early indications are telling us the next boom happens on a continent usually ignored when it comes to energy (among other things)...
About the Author
Dr. Kent Moors is an internationally recognized expert in oil and natural gas policy, risk assessment, and emerging market economic development. He serves as an advisor to many U.S. governors and foreign governments. Kent details his latest global travels in his free Oil & Energy Investor e-letter. He makes specific investment recommendations in his newsletter, the Energy Advantage. For more active investors, he issues shorter-term trades in his Energy Inner Circle.