Newsletter
Strike spike
EU LNG chart deck: 7-11 Aug 2023
Newsletter
*REPOST* Big Oil’s painful offshore wind pivot
European oil majors throw caution to the wind by embracing razor-thin margins
Newsletter
Europe’s pyrrhic gas victory
DEEP DIVE: War has taken a $1 trillion toll on European gas consumers
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*REPOST* Lost in transition: Big Oil searches for purpose as peak demand looms
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
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Scope 3 hyperopia
The energy industry can barely tame its own emissions, let alone yours and mine
Newsletter
Zombie pipelines taunt Pakistan
Pakistan is the Asian ‘energy bridge’ that never got built. Now the country is about to implode under the pressure of unaffordable energy.
Newsletter
Chinese whispers, European jitters
Brittle EU gas markets were rattled by misplaced fears of renewed Chinese appetite for LNG. In fact, China barely needs spot LNG and will probably be sending more cargoes to Europe in the coming years
Newsletter
Can green steel halt EU deindustrialisation?
Decarbonising steel is an immense challenge, a climate imperative and a huge industrial opportunity
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Green steel and intermittency risk
Can the steel industry decarbonise using variable-output wind and solar?
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Is gas-fired power back in the money?
EU gas hub prices collapsed at the end of 2022. But the economics of gas power plants remain extremely challenged
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Important billing update
There’s no paywall and subscriptions are now donations. Billing resumes on Monday.
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Energy markets are so damn fickle
And none more so than natural gas