Better brains than mine are spending serious time analyzing the situation in Libya and its impact on oil. This post is a great analysis by Dave Summers and worth reading. I have offered up my views to others, and it is good to know that I am apparently learning what to pay attention to.
Robert Rapier writes about performing due diligence on renewable energy investments. It's so easy to be lulled into thinking you are on the ground floor of the next big thing, only to wake up and find out that you are going to stay on the ground floor because that next big thing turned out to be not so big after all.