A forty year old decree bans US producers from exporting crude oil, and it needs to be repealed. It represents misguided protectionism and is a hangover from the days before the US embraced free trade. We believe that exporting crude … Read More
By Edward Guinness, Guinness Alternative Energy Fund While the outlook for alternative energy remains challenging, with government budgets still under pressure, price weakness in US natural gas and project financing still difficult, it is the potential for these challenges to … Read More
Warren Buffett, the US veteran investor, has taken a $3.75bn position in Exxon Mobile. Jonathan Waghorn, co-manager, Guinness Global Energy Fund considers the implications below. The sage of Omaha has recently taken a $3.75bn position in ExxonMobil. We view this … Read More
The Mindful Money webcast – As the oil price rises in response to crisis in the Middle East, Mindful Money talks to Will Riley co-manager of the Guinness Asset Management global energy fund, about the impact on energy investors, long … Read More
IEA medium term oil outlook The International Energy Agency published its annual medium term oil outlook in May. It received a fair amount of media attention, with most commentators alighting on strong growth forecasts for North American supply and the … Read More
By Will Riley A new study on global oil supply published by the Harvard Kennedy School has garnered several headlines in the press over the past few weeks. The paper (“Oil: the next revolution”) focuses on the idea that the … Read More
In the blog this week Tim Guinness, energy investment specialist at Guinness Asset Management, responds to The Economist’s Lexington column “How not to manage a boom” on the politics of energy policy in the United States. The Economist article is … Read More
Edward Guinness from Guinness Asset Management analyses the respective rise and fall of Biogas and Ethanol Biogas comes of age As biogas becomes big business, it’s creating new opportunities for all involved in managing food waste. Biogas companies face a … Read More
Will Riley from Guinness Asset Management looks at suggestions from the media that a reinvigorated US could achieve energy self-sufficiency. Welcome to the new world of American energy – FT Energy independence is a farce – The Atlantic America’s Holy … Read More
As oil prices fall below $90 Guinness Asset Management’s energy specialist Will Riley looks beyond the headlines and into oil’s future. Oil falls below $90 for first time since Dec 2010 – Reuters There are two arguments here – one … Read More
Tim Guinness founded Guinness Asset Managementin 2003 and manages the £200m Guinness Global Energy Fund. “Many people think my views are controversial. That’s not how I see it – they may stand contrary to the prevailing market sentiment, but they are the product of detailed, independent research and they will not be swayed by the caprice of the markets.” This blog features contributions from Tim and the Global Energy Fund co-managers.
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