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Easter energy reading 🐣
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Easter energy reading 🐣

And some non-energy bits too

Seb Kennedy
Apr 17, 2022
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Easter energy reading 🐣
www.energyflux.news

I’ve taken a much-needed break this last week to spend time with the family holidaying in England’s beautiful West Country (mostly Devon). It’s been refreshing to step back from the social media doom-scrolling and hyper-accelerated energy news agenda. I guess the energy crisis will be there waiting for me once I’m back at the desk next week.

In the meantime, and in no particular order, here’s an incomplete list of interesting things I’ve been reading from the newsletters and outlets I find most valuable/insightful/entertaining. I’m always looking for fresh perspectives — why not share your holiday reading highlights in the comments?:

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Arjun Murti’s Super-Spiked newsletter is essential reading on North American energy matters. The clarity of thought and analytical rigour are consistently insightful. This post brings new meaning to the ‘keep it in the ground’ philosophy:

Super-Spiked
#FreeCanadianOil🇨🇦: Keep Russian oil in the ground instead
This week's post is aimed at everyone that shares concern about (1) Russia's role in the next world order, (2) the need for available, affordable, reliable, and secure energy, and (3) working toward a net zero ambition and addressing other environmental and biodiversity challenges. For the first time in 30 years of covering the oil & gas sector, I am of…
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10 months ago · 7 likes · Arjun Murti

Adam Cotterill’s The Plug is recommended reading if you’re into Big Picture takes on energy and geopolitics. This piece exploring the implications of a more insular US foreign policy on global trade is thought-provoking:

the Plug by Adam Cotterill
As the Global Policeman Retrenches...
“The world since 1946 is as calm as the world has ever been.” – Peter Zeihan "If something cannot go on forever, it will stop." – Herbert Stein…
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10 months ago · 7 likes · 2 comments · Adam Cotterill

The Institute for Energy Economics and Financial Analysis (IEEFA) publishes a lot of proprietary analysis of the financial implications of climate policy on energy investments. This piece argues that spare uncontracted liquefaction capacity at US LNG export plants could help alleviate Europe’s energy crisis:

  • US can increase LNG shipments to Europe without building new facilities


Kathryn Porter’s Watt-Logic blog is excellent on UK and European power and gas markets. This piece gives a very thorough rundown of some of the unreal events in natural gas since Russia’s Ukraine invasion:

  • Strange times in European gas markets


Devil’s Advocate newsletter by Viscosity Redux is great on oil macro analysis and company-level investment takes. I enjoyed this piece about how management incentives are working to constrain investment in production growth:

Devil's Advocate
The Hitchhiker's Guide to Energy
“What to do if you find yourself stuck with no hope of rescue: Consider yourself lucky that life has been good to you so far.” The Hitchhiker’s Guide to the Galaxy (1979), Douglas Adams There is no rescue coming to the crude market this year from North American oil…
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10 months ago · 19 likes · 5 comments · Viscosity Redux

John Kemp’s Best in Energy needs no introduction – if you’re reading this you probably also receive BiE. John’s recent analysis of India’s power sector challenges struck a slightly different flavour — worth reading if you missed it:

  • India risks widespread blackouts this summer


The non-energy section of my holiday reading list is embarrassingly thin. I struggle to tear my eyes away from the energy crisis. When I do, it is usually to read posts with tangential relevance to energy and geopolitics – which is why I enjoy Yasha Levine’s Substack for its perspectives on post-Soviet history and culture. This piece by Evgenia Kovda about the ‘nature’ of the Putin regime is eye-opening:

Yasha Levine
Welcome to the "RuZZkiy Mir"
I was shellshocked by the war like everyone else. Now after my initial panic has subsided I wanted to say a few things. Here in America, most of the “experts” interpret Putin’s enduring rule in general and this new war of his in particular as Soviet reboot. He’s supposed to be some sort of Stalin 2.0. But that view of things is wrong on just about every …
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10 months ago · 41 likes · Evgenia Kovda

Mike Solana’s Pirate Wires keeps me plugged into the ‘freedom of speech in the age of social media’ debate, which is becoming so heated it seems to be keeping quite a few Substackers and podcasters in business. Pirate Wires is my pick; check out this critique of media responses to Elon Musk’s takeover play for Twitter:

Pirate Wires
Freedom is for Nazis
Astonishing individual freedom (a bad thing, actually). For years, the internet free speech debate went something like this: one group of people in a position of power censored another group of people with less power. The less powerful group yelled “hey, what about free speech?”, and Team Yay Censorship rebutted with “stop crying, private companies are …
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10 months ago · 100 likes · 14 comments · Mike Solana

Help me broaden my intellectual horizons – tell me what you’re reading in the comments section and why.

Have a fantastic weekend everyone 🐣

Seb

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Seb Kennedy
Apr 19, 2022Author

I omitted Carbon Risk by Peter Sainsbury, which is excellent on carbon markets. This piece particularly good: https://carbonrisk.substack.com/p/the-eu-carbon-market-through-the?r=8c8jl&utm_medium=ios

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Adam Cotterill
Writes the Plug by Adam Cotterill
Apr 17, 2022Liked by Seb Kennedy

Thanks for the shout-out Seb! It's much appreciated.

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