A stunning admission buried in the International
Energy Agency's latest forecast reveals...
Why ‘Green Energy’
Is A Giant Swindle
Veteran geologist James Cooper shatters a dangerous myth —
and reveals how a looming supply crisis could hand early
investors an edge…
Download your free copy and discover…
Download your copy
and discover…
Why big tech and governments are moving back to oil and gas (and how many investors still haven’t noticed)
The supply crisis forming right now that the market is ignoring — and the potential rewards for those who know it’s coming...
How surging demand is setting up a “high probability” price surge in oil (and why you should move while energy stocks are still cheap)
My strategy for capitalising on a growing supply crunch in oil and gas — including the specific stocks I’m recommending
Dear reader,
For years, we were told that oil was dying.
But that story just got blown apart.
Because the world’s top energy authority — the IEA, once a key driver of the ‘Net Zero’ narrative — quietly just reversed its position.
For years, they told us oil demand would peak and fall before 2050.
Now?
They're projecting demand of 114 million barrels of oil a day by 2050.
That's around 9 million barrels MORE per day than we're using now.
And here’s the opportunity I see:
The market is still anchored to the old narrative — the one built on falling demand and “peak oil” forecasts.
But the IEA’s new numbers point to rising demand — not decline.
And it’s this disconnect — between short-term fears of oversupply and the long-term reality of increasing demand — that has created an opportunity for you to position early, before prices surge.
Let’s look at what’s
actually happening
The average inflation-adjusted oil price since 2000 is $80 per barrel.
Right now? It's trading in the low $60s. That's a 25% discount to the long-term average.
And according to the IEA's own data, the cost of finding new conventional oil has increased 50% since 2015.
Do the math…
Rising costs, falling output, and booming demand leave only one outcome:
Higher prices.
So the question isn't ‘if’ the oil price will surge... it's when…
When prices do rise, the biggest winners will be the energy companies holding the supply the world suddenly needs.
And I believe investors who position now could see outsized gains.
We're Heading Into a Supply Crisis
Without new investment, oil fields decline by about 8% every year.
That means the world loses millions of barrels of production annually — just from natural depletion.
To meet these new 2050 demand projections, the world needs to produce another 47 million barrels of oil a day.
But since 2019, almost all investment has gone into maintaining existing production…
Not developing new projects.
And with oil prices still low, producers have little incentive to build the extra supply needed to meet rising demand.
Which means the supply gap keeps widening.
This is exactly how resource booms often begin.
Demand climbs.
Supply can't keep up.
Scarcity pushes prices higher — fast.
And right now, I see this exact setup forming in oil…
…and I'm not the only one…
The move back to fossil fuels
is playing out NOW
China brought over 95 gigawatts of new coal power online in 2024.
That’s enough to supply the UK, a country of 60 million people, twice over.
Germany's fossil fuel consumption hit its highest rate in nearly a decade.
Even Elon Musk — Mr. Renewable himself — admitted:
And the market is starting to wake up:
Oil and gas producer Woodside Energy is up 40% in the last six months.
Gas supplier Santos has climbed 50% as global gas demand accelerates.
Even smaller energy plays like Zicom, who manufacture Liquefied Natural Gas equipment, have surged 131%.
But I believe these moves are just the beginning.
Because most investors are STILL hypnotised by the green transition story.
They haven't connected the dots between the IEA's reversal, the supply crisis forming, and what it means for energy stock valuations.
That's why I've written a brand new investment briefing called Oil's Comeback: Why the 'Green Dream' Just Hit a Wall.
Inside, I'll show you exactly why the IEA's reversal has exposed a blind spot in the market — and how you could exploit the opportunity it's creating.
You’ll learn why you need to act now to position ahead of the anticipated price surge.
And you’ll discover how to access my strategy for capitalising on structural supply constraints in oil and gas — including the specific stocks I'm recommending right now.
This is your chance to move while the market is still fixated on the ‘green dream’ — and beaten down energy stocks are being largely overlooked.
Download my report for FREE when you subscribe to Fat Tail Daily, Daily Reckoning Australia and James Cooper's Mining Memo.
Who Am I and Why
Should You Listen?
James Cooper
I'm James Cooper, a mining analyst and editor at Fat Tail Investment Research, Australia's largest independent financial publisher.
With more than 15 years' experience spanning geology, finance, and investment analysis, I've worked across the full mining lifecycle — from early-stage exploration to production.
I've delivered real wins for my 10,000+ subscribers:
I recommended Chilean copper-gold explorer NGEx Minerals, which went on to deliver 244% gains
I urged readers to buy Lynas Rare Earths, rewarding them with a 149% gain
I flagged mining tech stock RPMGlobal, handing readers 210% returns
As a former Senior Exploration Geologist at Dacian Gold, I was hands-on in Western Australia's goldfields.
Earlier in my career, I was on the ground in Zambia's copper belt during Barrick Gold's $7.6 billion takeover of Equinox Minerals.
I saw firsthand how commodity booms unfold — and how early investors profit when the market wakes up to supply-demand imbalances.
Right now, I'm focused on what I believe is the biggest mispricing in energy markets in years.
With oil trading 25% below its long-term average, while the IEA forecasts surging demand through 2050, I believe we're in the sweet spot for energy stocks to reprice dramatically higher.
That's why I've put together this report — to show you why the ‘green dream’ narrative has created a once-in-a-decade opportunity for early energy stock investors.
Three Free Subscriptions to
Make You a
Smarter and More
Successful Investor
You can download and read Oil's Comeback: Why the 'Green Dream' Just Hit a Wall NOW for free when you subscribe to our three premium investment emails:
Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — My twice-weekly analysis of early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity. I draw on 15+ years as a field geologist hunting deposits for major mining companies.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
All three emails are completely free, come with no obligation, and you can unsubscribe anytime with a single click.
Don't Let This Window Close on You
Here's what we know:
The IEA just shattered the "green energy" narrative that's kept traditional energy stocks depressed for years.
Oil is trading 25% below its long-term average — even as demand projections surge to 114 million barrels a day by 2050.
Supply investment has flatlined.
Discovery rates are at 30-year lows.
And the math is clear…
Prices MUST rise to unlock new supply.
Meanwhile, some energy stocks are up triple digits in just six months:
Woodside: +40%
Santos: +50%
Zicom: +131%
And while you may have missed out on these gains, I see this activity as early examples of the kind of opportunities to come…
That's why I've written ‘Oil's Comeback: Why the 'Green Dream' Just Hit a Wall’.
Inside, you'll discover:
The hard math that shows why oil prices must surge to unlock new supply (and why the market is completely mispricing oil right now).
The specific window where early positioning could make all the difference between profit and watching from the sidelines.
And how to access my full strategy for capitalising on the structural supply squeeze in oil and gas — including the exact stocks I'm recommending to my 10,000+ subscribers.
This is a once-in-a-decade setup.
The ‘green energy swindle’ is unraveling in real-time.
And you have a chance to position before the market catches on.
Oil's Comeback: Why the ‘Green Dream’ Just Hit a Wall NOW is yours FREE when you join Fat Tail Daily, Daily Reckoning Australia and James Cooper's Mining Memo today!
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Fat Tail Daily — Your daily email briefing on hidden investment opportunities the mainstream misses. Get ahead-of-the-crowd analysis on stocks, gold, crypto and alternative investments that our readers consistently use to discover ideas they wouldn't find elsewhere.
James Cooper’s Mining Memo — My twice-weekly analysis of early-stage discoveries and commodity market shifts that could lead to the next big mining opportunity. I draw on 15+ years as a field geologist hunting deposits for major mining companies.
The Daily Reckoning Australia — A contrarian perspective on financial markets from Nick Hubble, Jim Rickards, gold expert Brian Chu and 'rogue economist' Bill Bonner. Cut through the noise on Australia's stock and property markets, central bank moves, and government financial decisions to position yourself ahead of major economic shifts.
