Presentation by Gregor Macdonald

Featuring Gregor Macdonald

Gregor Macdonald, editor of the research journal, brings us an in-depth look at energy in the U.S., analysing the change in the fundamentals of oil consumption, exploring the influence of the dollar on energy prices, and explaining the clear trend of U.S. energy independence.

Published on
28 January, 2016
Energy Commodities, Macro, US Economy
19 minutes
Asset class


  • S

    Simon .

    24 2 2016 11:05

    2       0

    Second thought - too positive re US energy position. Wells coming off line, lack of funding and energy junk bonds crashing are going to have a major impact. Also no mention of well depletion rates.

  • S

    Simon .

    24 2 2016 10:52

    1       0

    First thought - the US is still a net importer of energy. The big growth seems to be in debt laden fracking wells, which need high prices and are heading for bankruptcy.

  • GM

    Gregor M.

    3 2 2016 21:31

    1       0

    Thanks for all replies. Yes, the oil crash will cause a supply response, but so far US declines are very mild. The US export portfolio is diverse. Net dependency trend will have hiccups along the way.

  • ww

    will w.

    1 2 2016 00:35

    0       0

    LOVE 2 have genuine unbiased data on REALIZED, operational costs & output of wind & solar. Don't think we should rely on 'rated' capacity #s - operating conditions R often FAR fm idealized assumptns.

  • AB

    Alain B.

    30 1 2016 12:05

    6       0

    Excellent presentation on the lay of the land, however, I would have liked to hear about nuclear energy in the mix, not a negligible source in the US.

  • MD

    Mark D.

    29 1 2016 18:54

    13       0

    It would have been valuable if the bullish case for US gas and oil exports was presented in the context of the challenges facing the shale oil/gas industry at current energy commodity prices.

  • GT

    Graham T.

    29 1 2016 17:35

    2       0

    After this and BOJ I am sure USD going up.

  • FS

    Fred S.

    29 1 2016 13:51

    0       0

    Politicians want solar/wind subsidies because DOE is a slush fund for political donors. I believe alt energy can thrive on its own without corporate welfare subsidy.

  • dm

    douglas m.

    29 1 2016 07:35

    3       0

    Thanks for the presentation. I really enjoyed hearing the information and his interpretation, and it's given me lots to think about.

  • MA

    Melanie A.

    29 1 2016 02:02

    7       0

    Super. Very clear and informative - please bring Gregor back to share more insight on the energy markets.

  • WE

    William E.

    29 1 2016 01:21

    2       0

    The abundance of our natural resources and "old fashion" American sweat and ingenuity will allow repair of our national balance sheet, If, our leaders will place wise decision making above politics.

  • db

    don b.

    28 1 2016 21:29

    7       0

    Don't forget all the kids that are living at home because they can't get a job. Plus the 100 million unemployed probably are not driving too much..

  • SP

    Steve P.

    28 1 2016 19:53

    8       0

    A real eyeopener re a lower global dollar supply due to sharply lower energy imports by the USA. Shows why Saudis want an end to the fracking revolution as well. What a turn around under Obama??

  • DS

    DAVID S.

    28 1 2016 18:04

    6       0

    Very Informative. simply posed and therefore idea generation oriented. ... 'digging up' :0) Thanks guys

  • AG

    Alexander G.

    28 1 2016 15:25

    4       0

    Well presented; few people can talk freely without reading off a script.
    Afraid the drop in oil price will prevent a repairing of US energy balance sheet. LNG exports dependent on price differential.