Source Capital Group

There is a contentious debate underway regarding mandated ethanol blending into gasoline that touches on issues like food versus fuel and the sanctity of free markets. The severe drought that hit the US this past summer reduced corn crop yields – a major ethanol feedstock – and sparked calls for a waiver of the Renewable Fuels Standard that reportedly uses some 40% of the US corn crop to produce ethanol.

When Breaking Energy recently sat down with two industry analysts and asked them about mandated ethanol blending, we received decidedly anti-RFS viewpoints. In this video, David Rewcastle, Senior Energy Analyst with Source Capital Group and Michael Lynch, President and Director of Global Petroleum Service with Strategic Energy Economic Research explain why government-mandated ethanol blending into gasoline is flawed and suggest how the system might be improved. Keep reading →

Investors are always looking for broad trends within industries that can provide clues to which equities might unlock the most value. The growth in US oil and gas production over the past few years has been all over the headlines, but with thousands of producers, contractors and suppliers contributing to the boom, where can investors focus their attention within the equity markets?

In this video, Breaking Energy speaks with experts David Rewcastle, Senior Energy Analyst with Source Capital Group and Michael Lynch, President and Director of Global Petroleum Service with Strategic Energy Economic Research about which types of companies they expect to benefit from surging US petroleum output. Keep reading →

The concept of the United States being energy independent has been around for decades, with the past 8 US presidents calling for it and even suggesting dates by when it might be achieved. However, the recent ramp up in domestic oil and gas production has drastically reduced oil imports and rejuvenated the discussion, with some believing the long sought-after goal could finally be around the corner.

Some have suggested that North American energy independence – including petroleum exports – is a more realistic pursuit. Others maintain energy security is what really matters and that it’s impossible and even undesirable to disconnect the US from the global oil market. Keep reading →