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The Unseen Bottlenecks in the Critical Minerals Supply Chain for the Energy Transition

The Unseen Bottlenecks in the Critical Minerals Supply Chain for the Energy Transition

by David Rewcastle | May 6, 2025 | economy

The headlines today shout about falling oil demand. That’s not wrong. But it’s not the whole story. While investors and policymakers focus on the shift to clean energy, they often miss a key piece. The supply of critical minerals needed to power that transition...
Navigating the Energy Transition: Risks and Rewards for Investors

Navigating the Energy Transition: Risks and Rewards for Investors

by David Rewcastle | Apr 17, 2024 | economy

The global shift from traditional energy sources like oil and coal to renewable energy presents a complex landscape for investors. As nations and corporations align with the Paris Agreement’s objectives to mitigate climate change impacts, significant investment...
Achieving Carbon Net-Zero: An Interview with David Rewcastle On The Role of Energy Storage

Achieving Carbon Net-Zero: An Interview with David Rewcastle On The Role of Energy Storage

by David Rewcastle | Mar 18, 2023 | interview

David Rewcastle, an expert in renewable energy and energy storage, provided insight into the role of energy storage in achieving carbon neutrality during a recent interview. As we move toward cleaner electricity sources globally, understanding its significance for...
Understanding U.S. Crude Inventory Through Charts

Understanding U.S. Crude Inventory Through Charts

by David Rewcastle | Mar 1, 2023 | economy

Chart analysis can give you a deeper comprehension of U.S. crude inventory fluctuations and the factors causing them. Gain an understanding of the key indicators used to analyze inventory data, their significance, and how to interpret information presented on an...
Biotechnology and the Impact on Global Energy Markets 

Biotechnology and the Impact on Global Energy Markets 

by David Rewcastle | Feb 18, 2023 | economy

Biotechnology is rapidly transforming energy markets across the world and influencing energy prices.  This article provides an in-depth look at how biotechnology affects energy costs, including advantages, disadvantages, and potential regulatory policies for...
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About

David B. Rewcastle is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies.

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