Newsletter
Space, time and electricity (part 3)
DEEP DIVE: Burning gas to replace curtailed wind is madness. Nodal pricing does not restore sanity.
Europe
Newsletter
Space, time and electricity (part 2)
DEEP DIVE: What exactly is nodal pricing and why does it mean a return to central dispatch?
Newsletter
Space, time and electricity (part 1)
DEEP DIVE: How should power prices be formed on a grid that is constraining renewables?
Newsletter
🧊 Drilling on thin ice 🛢️
DEEP DIVE: War, climate and energy crises are destabilising Russia’s grand plans for Arctic oil
Newsletter
Clear as mud
Why exactly is the EU so reticent about redesigning its failed energy markets?
Newsletter
Has Putin lost his roubles?
Demand for EU gas payments in Russian currency is the work of a demented genius
Newsletter
There’s not enough gas to go around
Will war-rattled Europe deprive emerging Asia of winter fuel and food?
Newsletter
Big Oil’s painful offshore wind pivot
DEEP-DIVE: European oil majors throw caution to the wind by embracing razor-thin margins
Newsletter
America’s LNG growing pains
DEEP DIVE: Manufacturers are howling at expensive gas. Activists clamour to ‘leave it in the ground’. Yet soaring exports seem unstoppable
Newsletter
UK wind subsidies go negative
Plus: Putin’s gas-fired power play, stranded asset risks exaggerated + MORE