Robert Rapier

Robert Rapier

@robertrapier.bsky.social

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

305 followers229 following157 posts

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...

forbes.comGlobal Emissions Hit A New Record As U.S. Emissions ReboundedGlobal CO2-equivalent emissions hit another record in 2025 as U.S. emissions rebounded, China’s growth slowed, and clean power surged.

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...

forbes.comAmerica 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.

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...

forbes.comThe California Energy Island: Why Hormuz Hits The West Coast HardestCalifornia’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.

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.

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...

forbes.comWhy You Should Be Skeptical About Venezuela’s Oil ReservesVenezuela 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.

Robert Rapier reposted

Shortly after learning about the events in Venezuela, I hoped that Robert Rapier would provide us with his insights. Being a former Petroleum Engineer, his knowledge of the international oil industry is second to none.

Robert Rapier@robertrapier.bsky.social

I woke up this morning and saw the news out of Venezuela, so I wrote a quick Forbes article to provide some context. The piece walks through the history of Venezuela’s oil industry and the expropriations that shaped today’s claims. www.forbes.com/sites/rrapie...

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...

forbes.comU.S. Oil Production Is On Pace For A New Record, But Growth Is SlowingU.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.

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...

forbes.comAre 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.

My latest Forbes article. Global nuclear power output set a new record high. The good news is that China--the world's largest emitter of carbon dioxide--is leading the charge with more than a tripling of output in the past 10 years. www.forbes.com/sites/rrapie...

forbes.comNuclear Power Output Quietly Sets A New RecordNuclear power hit a record high in 2024, but growth is shifting from the West to Asia and the Middle East, reshaping the industry’s future and climate impact.

Part 2 of my article on carbon emissions for Forbes contains a thought experiment: Where would we be if all historical U.S. emissions could be erased? The point was to show the U.S. legacy contribution, while highlighting what is driving carbon emissions today: www.forbes.com/sites/rrapie...

forbes.comThe World’s Biggest Carbon Emitters—And The Story Behind The NumbersChina, the U.S., and India top the CO₂ list—but per capita and economic efficiency stats show a deeper climate divide. What the numbers really reveal.

As I told a reporter earlier this morning, of course Iran would respond. Otherwise, the government loses face with the Iranian people. But the nature of the response caused oil prices to drop sharply. I explain in my latest Forbes article. www.forbes.com/sites/rrapie...

forbes.comWhy Oil Prices Fell After Iran's Missile StrikeOil prices fell after Iran’s missile strike on a U.S. base, as markets interpreted the move as symbolic rather than escalatory—pricing in a pause, not a war.

When President Bush announced his hydrogen vision in 2003, I was working for ConocoPhillips on hydrogen production. I was skeptical about some of the things he said at that time. Today, I explain in a Forbes article why we still don't have a hydrogen economy. www.forbes.com/sites/rrapie...

forbes.comWhat Happened To The Hydrogen Economy?Hydrogen was once seen as the fuel of the future, but George W. Bush’s dream of a hydrogen-powered America never materialized. What happened—and what’s next?

I asked four different AIs to rank the five most corrupt presidents in U.S. history. All four named the same five (4 of 5 were Republicans). Donald Trump was on every list. I think Trump will eventually end up at the top of this list, but here's how Microsoft CoPilot ranked them.

As someone who was diagnosed with ocular melanoma—successfully treated because it was caught early—I urge you to get your eyes thoroughly checked.

A Cure In Sight@acureinsight.bsky.social

🦓👁️ RARE CANCER ALERT: Ocular Melanoma is NOT Skin Cancer in the Eye! Most people think of melanoma as a skin issue... but ocular melanoma (OM) is different. 🎯 It starts in melanocytes INSIDE the eye 🧠 Often shows no early symptoms 🩻 Can only be seen with a dilated eye exam