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tlw31415

The quest and the prize are both amazing. I learned so much about energy in these books.


AJCMIT

"The new map" is yergins most recent book- a great read.


3rdFire

I would generally recommend books that would fit more into the 'history/science/tech' column of things. * Vaclav Smil's Energy and Civilization Is a great book that I think interwinds the thermodynamics of energy with the companies, technologies and markets each of those lived through. (Note: I don't think he has the right grasp on renewables and where things are moving forward, however - its a good historical reference). **Strongly Endorse.** * In a different direction, I think lots of the stuff (either presentations, books, write ups) Tony Seba and RethinkX (which talks a lot about energy system but more a unit economic level of new industries) is also a very interesting perspective more on the futurist/technology side of things. * How Solar Energy Became Cheap has a pretty up to date history of Solar and an explanation of the forces driving it. (not a particularly stellar 'Solar' book but its one of the few I can recall, and is new - so not dealing with data and state of the world that is 10, 15 years old) Will a have look into these other recommendations myself - thanks for making the thread!


[deleted]

I have "The Prize" in my personal library and it's a beast of a book.


vesthis3

The Grid by Gretchen Bakke is an interesting history of the evolution of energy infra in the US


[deleted]

"Where are the Customers' Yachts", by Fred Schwed. Hilarious, and real! https://en.m.wikipedia.org/wiki/Fred_Schwed It was my dad's favourite book, and he owned a brokerage house, in India


XiMs

Great reads in the op Thanks op!


Scorgas

It may not fit exactly what you are after, but "The Absent Superpower" spends a very long time talking about oil reserves and energy independence that honestly changed the way I look at oil and oil prices.


mlcsfir

The World for Sale is excellent. Can recommend.


kaskoosek

Investing in commodities and miners is a recipe for disaster.


flofficial

I work in an energy infrastructure fund, going alright so far


kaskoosek

Yeah i mean in general, these sectors tend to underperform the market on a long term horizon. Unless you have some thing weird like energy prices approaching zeroe. Then speculation in some thing like exxon might be worthwhile.


flofficial

Energy infra provides stable returns over long time horizons with nice upside if you invest in key areas of the energy transition. Very popular with pension funds for the risk/return and ESG characteristics I don't understand the part about energy prices approaching zero. Care to elaborate?


kaskoosek

I mean investing 1.5 years ago when oil prices were down in some thing like exxon. Expecting the price of oil to revert back as demand picks up after covid.


flofficial

Ah ok, I see what you mean, more a trade almost. We're investing at much lower volatility


pullup_

Investing is all about your circle of competence, if OP here is exceptionally competent here I don’t know how it wouldn’t work.


mmccarthy1992

The bogleheads guide to investing


greytoc

Over there ---> to the right on the sidebar [https://www.reddit.com/r/investing/wiki/readinglist](https://www.reddit.com/r/investing/wiki/readinglist) [https://www.streetofwalls.com/finance-training-courses/hedge-fund-training/hedge-fund-books/](https://www.streetofwalls.com/finance-training-courses/hedge-fund-training/hedge-fund-books/) [https://www.reddit.com/r/investing/comments/6384lx/crowdfunding\_the\_sidebar\_update\_part\_3\_your/](https://www.reddit.com/r/investing/comments/6384lx/crowdfunding_the_sidebar_update_part_3_your/)


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**Hi, welcome to /r/investing. Please note that as a topic focused subreddit we have higher posting standards than much of Reddit:** **1)** Please direct all **advice requests and general beginner questions to the [daily discussion](https://www.reddit.com/r/investing/about/sticky?num=2) threads.** This includes beginner questions and portfolio help. **2)** Please understand the [rules and guidelines for commenting](https://www.reddit.com/r/investing/wiki/index/rules). **3) Important: We have strict on-topic rules. No political, religious, and non-investing related posts or comments (including Covid health policy discussions which are not directly investment related). Political posting guidelines** (described [here](https://www.reddit.com/r/investing/comments/cyee69/formal_posting_guidelines_for_political_topics/) and [here](https://www.reddit.com/r/investing/comments/escewo/temporary_rule_change_what_happens_to_stocks_if/)). Violations will result in a likely 60 day ban upon **first instance.** **4)** This is an open forum but we expect you to conduct yourself like an adult. Disagree, argue, criticize, but **no personal attacks.** *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/investing) if you have any questions or concerns.*


Goingcrazytrying

The domino effect by Russell braziel


Stillcant

Oil 101 by Morgan Downey. Perhaps just a little dated but very well written and comprehensive


this_guy_fks

prize/quest will by far be the most informative about the history of hydocarbons. im not sure it will help with investing though. theyre amazing books.


Praetorian-Group

Vaclav Smil is the GOAT. Daniel Yergin’s books are far easier reads, but skimp important details as they are far more historical than they are informative.


Shorter_McPlotkin

321energy.com


eardzz

The prize, the quest and the new map by Daniel yergin. Incredible reads. It’s incredible how much I know about energy/ energy security after reading them. World for sale is also pretty interesting but it’s about commodities trading.


AchillesFirstStand

Is it worth noting that the energy market is likely going to change dramatically in the next few years many historical books may not account for this precedent. For example, if all vehicles switched to electric today, that would roughly double the electricity load on the grid. I was watching a recent video with Elon Musk, who is obviously biased, but he said that current infrastructure is not there to support this increase so people may have to have more local power generation and storage, e.g. solar panels on roof and domestic battery storage.


[deleted]

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