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*REPOST* Lost in transition: Big Oil searches for purpose as peak demand looms
BP’s decision to slash its crude production this decade is brave. But its assumption that pivoting to low carbon will be profitable is heroic
May 29
•
Seb Kennedy
2
2
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*REPOST* Lost in transition: Big Oil searches for purpose as peak demand looms
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Scope 3 hyperopia
The energy industry can barely tame its own emissions, let alone yours and mine
May 11
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Seb Kennedy
3
1
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Scope 3 hyperopia
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April 2023
Zombie pipelines taunt Pakistan
Pakistan is the Asian ‘energy bridge’ that never got built. Now the country is about to implode under the weight of unaffordable energy.
Apr 14
•
Seb Kennedy
11
2
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Zombie pipelines taunt Pakistan
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March 2023
Chinese whispers, European jitters
Brittle EU gas market rattled by misplaced fears of LNG demand recovery in China
Mar 14
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Seb Kennedy
6
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Chinese whispers, European jitters
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February 2023
Can green steel halt EU deindustrialisation?
Decarbonising steel is an immense challenge, a climate imperative and a huge industrial opportunity
Feb 22
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Seb Kennedy
3
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Can green steel halt EU deindustrialisation?
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Green steel and intermittency risk
Can the steel industry decarbonise using variable-output wind and solar?
Feb 9
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Seb Kennedy
9
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Green steel and intermittency risk
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January 2023
Is gas-fired power back in the money?
Wholesale gas prices collapsed at the end of 2022. But the economics of gas power plants remain extremely challenged
Jan 25
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Seb Kennedy
7
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Is gas-fired power back in the money?
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Important billing update
There’s no paywall and subscriptions are now donations. Billing resumes on Monday.
Jan 13
•
Seb Kennedy
2
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Important billing update
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Energy markets are so damn fickle
And none more so than natural gas
Jan 9
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Seb Kennedy
10
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Energy markets are so damn fickle
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December 2022
The price of freedom (gas)
DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
Dec 14, 2022
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Seb Kennedy
8
3
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The price of freedom (gas)
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China’s thirst for (clean) power
Coal saved China’s hydro-reliant provinces during this summer’s extreme drought. But using thermal plants to prop up the grid during dry periods risks…
Dec 1, 2022
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Seb Kennedy
6
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China’s thirst for (clean) power
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November 2022
Hello, TransitionZero!
New pastures, new partnerships
Nov 10, 2022
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Seb Kennedy
12
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Hello, TransitionZero!
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