Interesting, but imo energy 'crisis' are often self-inflicted. Knee-jerk reactions to anomalistic events (reaction after the BP spill, reaction by Japan & Germany after Fukushima) cause large distortions in supply and demand, often with multi-year consequences. Couple that with NIMBY-ism for coastal drilling and aversion to nuclear, and we get the perpetually recycled articles along the lines of 'We are in trouble in ____ years, because our current production can't keep up with projections for the year ___."
No reason we should ever have an energy crisis with all of the oil, lng, coal, uranium this country alone can produce, except for the machinations of government disallowing its use through ban or 'implicit ban' through efforts by various lobbying groups. I've know this for a couple decades. Shame on me for not utilizing that information sooner to look for the 'pinch points' and directing some investment income to opportune places like IOC.
With advances that other companies like SGMO and Intrexon (and its ECC's) will bring to the table in the coming decade(s), reporters may finally turn 'Malthusian conjecture' into a more modern equivalent of the 'flat earther' equivalent.
Long and strong in IOC.