esg Archives - The Coal Trader

Glencore & Teck Update

This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.

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 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. Burning wood pellets is the largest source of renewable energy ahead of wind and solar.

EU Power Market Reform coming Sept. 14. Reduce overall power demand, price caps on non-gas generation, and subsidize consumers.

Energy Transition Delusion. We’re not in the middle of an energy transition according to The Manhattan Institute and Chris Wright.

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? ESG risks have clearly moved the IRR hurdle rate for a go/no investment decision higher.

The Real Reason They Hate Nuclear. The problem of nuclear energy is we don’t need to radically reorganize society.

The top ten energy truth’s for the so-called energy transition by The Last Optimist Mark P. Mills. Inflation Reduction Act green energy spending.