Seb Kennedy

Newsletter

Chinese whispers, European jitters

Brittle EU gas markets were rattled by misplaced fears of renewed Chinese appetite for LNG. In fact, China barely needs spot LNG and will probably be sending more cargoes to Europe in the coming years

Newsletter

Can green steel halt EU deindustrialisation?

Decarbonising steel is an immense challenge, a climate imperative and a huge industrial opportunity

Green steel and intermittency risk

Can the steel industry decarbonise using variable-output wind and solar?

Newsletter

Is gas-fired power back in the money?

EU gas hub prices collapsed at the end of 2022. But the economics of gas power plants remain extremely challenged

Newsletter

Important billing update

There’s no paywall and subscriptions are now donations. Billing resumes on Monday.

Newsletter

Energy markets are so damn fickle

And none more so than natural gas

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 exacerbating the problem of water stress

Newsletter

HOT TAKE: BP’s LNG hedge turns sour

But ‘exceptional’ gas trading propels earnings

Newsletter

EU gas goes… negative?

Gas stocks are almost full, but don't rejoice yet

Newsletter

Novos horizontes

Extended outage during relocation