The PRB & US Power Plant Retirements
October 25, 2023
I’ve been hearing about US power plant retirements in the pipeline and although I knew it would hit the Powder River Basin (PRB) the hardest.
Tag: Energy
China’s Coal-Fired Future
October 8, 2023
It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.
Thoughts on Chinese Permitted Coal Power
August 31, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
Jittery LNG & Natural Gas Markets
August 9, 2023
European natural gas prices experienced the largest jump since March of the previous year due to concerns over potential supply disruptions.
Coal News & Price Data – July 13, 2023 – NextDecade Takes FID on $18.4B LNG Facility
July 13, 2023
NextDecade Corp. will proceed with an $18.4 billion LNG plant in Texas, aiming to supply customers in Europe and Asia from 2027.
Thoughts on Thermal Coal
June 21, 2023
European coal price have found a footing in the $110-120/mt range as natural gas supply sees uncertainty in absence of Russian flows.
The Heating Season Started Early in Germany
October 6, 2022
The Heating Season Started Early in Germany. Everyone is waiting to see how bad the energy crisis gets in Europe.
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.
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.
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.