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?:
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:
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 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:
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:
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:
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:
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:
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:
Help me broaden my intellectual horizons – tell me what you’re reading in the comments section and why.
Have a fantastic weekend everyone 🐣
Seb
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
Thanks for the shout-out Seb! It's much appreciated.