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This week in 💥Energy Flux💥
A quick rundown of the biggest energy transition stories since Monday*, 3rd April 2021
Seb Kennedy
Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
Tanzania’s zombie LNG megaproject, Total’s portfolio pivot + MORE
💥Energy Flux💥| Friday, 7th April 2021
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Total leans on its global LNG portfolio to mitigate Mozambique delays
Papua LNG project could offset some lost volumes and rebalance Total's exposure to Asian coal-to-gas switching opportunities
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Tanzania must make big concessions to revive zombie LNG project
Worsening situation in Mozambique should give investors pause for thought
Eni’s green spin-off, New York’s nuclear fallout, EV minerals crunch + MORE
💥Energy Flux💥| Wednesday, 5th April 2021
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EVs and wind turbines face critical minerals supply crunch
Demand is soaring for copper, lithium, nickel, cobalt and rare earth metals
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New York burns more gas after closing Indian Point nuclear power plant
Campaigners hoped zero-carbon power sources would fill the gigawatt-sized gap in generation
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Eni mulls green spin-off to relieve shareholders of low carbon burden
Oil investors don't want to fund low-risk, low-reward renewables projects
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Bank holiday publishing schedule
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Net zero effort: We need to talk about the urgent need for behavioural change
DEEP-DIVE: The energy industry is transitioning too slowly to save us. There is no technological fix to the wasteful pursuit of affluence
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Leap of faith: Exxon bets the house on CCS and hydrogen (+ more)
ALSO: EU wrangling over gas exposes uneven starting points in bloc’s ‘net zero’ journey | CCS captures more US taxpayer dollars |💥Energy Flux💥| Wednesday, 28th April 2021
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Leap of faith: Exxon bets the house on explosive growth in CCS and hydrogen
Rattled by activist investor, US supermajor grasps for a ‘green’ growth narrative