Coal News & Price Data – October 11, 2023 – More on Teck’s Coal Divestment
October 11, 2023
Teck Resources is considering more than just the highest bid for the sale of its metallurgical coal assets.
Tag: esg
Glencore & Teck Update
June 13, 2023
This ongoing saga continues, and from my vantage Glencore is strategically out maneuvering Teck’s management.
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.
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.
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.
Top Ten Energy Truths
August 16, 2022
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.
Structurally Higher Natural Gas Prices
September 8, 2021
Structurally Higher Natural Gas Prices – Could be a Weird Winter