Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
Newsletter
American shale oil producers are unleashing a torrent of ESG obfuscation on capital markets in a desperate pitch to green investors. It is destined to fail.
Newsletter
The pandemic revealed the human cost of chaotic decarbonisation achieved by tanking the economy. To keep its social licence, the energy transition must decouple GDP growth from CO2 emissions
The energy debate must move on from comforting ‘net zero’ targets based on wishful thinking around CCS, or risk undermining the quest for solutions that might actually work.
Energy transition forecasts depict competing market forces melding with chaotic socioeconomic factors. Hard conclusions are scarce but volatility is a given, so agility will prove key to survival
The European Commission is putting hydrogen at the heart of the EU Green Deal without first driving the most potent climate-warming gas out of the fuel required to produce it.
Energy producers disconnect from their decarbonising customers by channelling Covid-19 stimulus funds into gas, oil and coal
Noble Energy realised the independent E&P business model was failing long before Covid-19. Merging with Chevron buys investors some time, but is no silver bullet.
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
Energy transition ushers in new chapter of EU-Russian co-dependence
Reflections on the energy transition, decarbonisation, disruptive clean tech and net zero policies