European Gas is the Fulcrum for Energy Markets
June 15, 2023
I keep harping on TTF as the fulcrum for energy markets (coal and natgas), and the price has moved up over 65% from its lows on June 2
Tag: energy transition
The U.S. Electricity Grid is Undeniably in Crisis
January 12, 2023
The U.S. Electricity Grid is Undeniably in Crisis. Cold Christmas weather resulted in grid failures and rolling blackouts across Tennessee and the Carolina’s.
Germany’s Steag ready to bring back 2.3 GW of coal capacity
September 15, 2022
Germany’s Steag to bring back 2.3 GW of coal capacity. They’re demanding permissions be prolonged to 2024, and not tied to gas scarcity.
The Eucalyptus Paradox – Mining Metals Supply Chain
September 14, 2022
The Eucalyptus Paradox – Mining Metals Supply Chain. Society has the goal of energy transition but it’s unwilling to investment in the mines.
Alexander Stahel’s epic tweet storm on European electricity
September 12, 2022
Alexander Stahel epic tweet storm on European electricity. This is a masterclass on European electricity and the crisis at hand.
Wood is now Europe’s Largest “Renewable” Energy Source
September 10, 2022
Wood is now Europe’s Largest Renewable Energy Source. Burning wood pellets is the largest source of renewable energy ahead of wind and solar.
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.
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.
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.
The Real Reason They Hate Nuclear
August 19, 2022
The Real Reason They Hate Nuclear. The problem of nuclear energy is we don’t need to radically reorganize society.
German Energy Apocalypse Update
August 18, 2022
German Energy Apocalypse Update. There’s a growing risk of Europe fracturing due to the German Energy Apocalypse.