UK to Freeze Energy Bills for Two Years
September 8, 2022
UK to Freeze Energy Bills for Two Years. The unprecedented government intervention will cap what energy firms can charge consumers.
Author: The Coal Trader
War, Industrial Policy, and Inflation
September 8, 2022
War, Industrial Policy, and Inflation. Re-arm, Re-shore, Re-stock and invest (commodity/resource). Re-wire the grid (energy transition)
Much Worse than the 1970’s
September 8, 2022
Inflation much worse than the 1970’s. Niall Ferguson outlines the comparison from the 1970’s and says it could be worse this time around.
China is Buying the Missing Russian Coal
September 7, 2022
China is Buying the Missing Russian Coal. Russian coal producers are pivoting towards China due to the economic sanctions in Europe.
EU Power Market Reform coming Sept. 14
September 2, 2022
EU Power Market Reform coming Sept. 14. Reduce overall power demand, price caps on non-gas generation, and subsidize consumers.
Could the Political Winds be Shifting?
September 2, 2022
Could the Political Winds be Shifting? The number one constraint to incremental energy supply is politics. UK, Tory leader Liz Truss…
Energy Transition Delusion
August 31, 2022
Energy Transition Delusion. We’re not in the middle of an energy transition according to The Manhattan Institute and Chris Wright.
European Commission President at the Bled Strategic Forum
August 30, 2022
European Commission President at the Bled Strategic Forum. I’ll highlight a few key items of her speech and then discuss the implications.
Whitehaven Coal Full Year 2022 Earnings
August 26, 2022
Whitehaven Coal Full Year 2022 Earnings. The darling of the coal industry this past quarter has been Australia’s Whitehaven Coal (WHC.AX).
Coal Plant Retirement Delays
August 25, 2022
Coal Plant Retirement Delays. There have been at least 6 coal-fired power plants in the US to have their closure dates pushed back.
How High is the Bar for a New Coal Mine?
August 25, 2022
How High is the Bar for a New Coal Mine? ESG risks have clearly moved the IRR hurdle rate for a go/no investment decision higher.
Did we just Witness the OPEC Put?
August 23, 2022
Did we just Witness the OPEC Put? OPEC+ stands ready to cut crude oil output to correct a recent price decline.