Tag Archives: Clean Energy Fuels

Energy’s Grand Divergence

Take a look at the long-term charts of crude oil and natural gas.  The historical oil-to-gas price ratio had ranged from 6:1 to 10:1 before the economic crisis.  Since one barrel of oil contains the energy equivalent of the 5.825 … Continue reading

Posted in Crude Oil, Energy, Innovation | Tagged , , , , , , | 2 Comments

Westport Innovations: A Nattie Play That Has Worked

Westport is a nattie/crude oil arb play (see last week’s post here) we’ve  dabbled in and sold waaaaaaay too early.  No earnings yet, but strong revenue growth.  Buying it here?  Place your bets. The collapse in natural gas prices, which … Continue reading

Posted in Clean Tech, Crude Oil, Energy | Tagged , , , , , | 1 Comment