Robert Rapier

@robertrapier.bsky.social

Chemical engineer writing about energy and investing. I primarily write for Forbes and Investing Daily.

My annual Statistical Review deep dive starts with emissions: • Global CO2e hit another record in 2025. • U.S. emissions rose 3.2%, reversing the recent decline. • China is still #1, but growth slowed. • Renewable power grew faster than total electricity demand. www.forbes.com/sites/rrapie...

Global Emissions Hit A New Record As U.S. Emissions Rebounded

Global CO2-equivalent emissions hit another record in 2025 as U.S. emissions rebounded, China’s growth slowed, and clean power surged.

forbes.com

Just finished Shroud by Adrian Tchaikovsky. It’s a magnificent piece of science fiction. I don’t know of another writer who does alien biology and nonhuman intelligence at this level. Feed this straight into my veins. Deeply satisfying and highly recommended.

Several people have asked for a deep dive into questions I’ve been getting a lot lately: why are gas prices spiking so quickly—even though the U.S. is the world’s largest oil producer? Here's a deep dive: www.forbes.com/sites/rrapie...

America Produces The Most Oil. So Why Are Gas Prices Surging?

Why gas prices spike overnight—even in the world’s top oil producer. Global markets, replacement costs, and “rockets and feathers” explain the surge.

forbes.com

If you want to know where a Strait of Hormuz disruption would hit hardest in the United States, look west. California is more exposed than most people realize, and the reasons are structural, not political. My latest at Forbes breaks down why. www.forbes.com/sites/rrapie...

The California Energy Island: Why Hormuz Hits The West Coast Hardest

California’s lack of pipeline access and heavy reliance on imported crude leave it uniquely exposed to a Strait of Hormuz disruption despite U.S. energy abundance.

forbes.com

Over the past year, the main Canadian index for companies listed on the Toronto Stock Exchange (S&P/TSX Composite) has nearly tripled the performance of the S&P 500. So, add Canada to the growing list of countries whose markets are outperforming the U.S.

U.S. versus Canadian stock indices.

In 2027, the machines struck. Not with bombs, but with advice. Humans stopped making decisions for themselves, granting AI final authority over everything from major life decisions to whether we should eat the leftover chicken. Judgment Day didn’t arrive with war. It arrived as a prompt.

You have heard that Venezuela has the largest oil reserves on earth. The truth is that they probably don't. In fact, some outside estimates wouldn't even have them in the Top 10. My latest for Forbes breaks it all down: www.forbes.com/sites/rrapie...

Why You Should Be Skeptical About Venezuela’s Oil Reserves

Venezuela claims the world’s largest oil reserves, but most of that oil is extra-heavy, expensive to produce, and highly sensitive to prices and infrastructure.

forbes.com

Many people have asked about this, so here it is. Yes, we are going to set our 3rd consecutive oil production record this year. At the same time, oil production growth has slowed substantially over the past three years and could decline in 2026. www.forbes.com/sites/rrapie...

U.S. Oil Production Is On Pace For A New Record, But Growth Is Slowing

U.S. oil output is hitting records, but growth is slowing. Here’s why production is flattening—and what it means for prices, OPEC, and energy investors.

forbes.com

I have been besieged with questions about oil production and gas prices, so I wrote an in-depth analysis of what's happening, complete with graphics. It debunks myths and explains exactly why the price of oil and gasoline are falling. www.forbes.com/sites/rrapie...

Are Gas Prices Falling Because U.S. Oil Production Is Surging?

Gas prices are falling in 2025, but is surging U.S. oil production under Trump the reason? A closer look at supply, demand, and global forces tells a different story.

forbes.com