From the EIA’s excellent Today in Energy: ”During the summer of 2020, monthly exports of liquefied natural gas (LNG) from the United States were
Vaccine impact on oil demand… Reuters
Noah Browning, Reuters, summarizes the IEA’s Monthly Oil Report, here... ”“The understandable euphoria around the start of vaccination programmes
Water futures unlikely to trade much… Bloomberg
David Fickling, Bloomberg, is not optimistic that water futures will ever become an actively traded market... “The reason ultimately comes down to
The IEA’s Oil Market Report for December is out… IEA
And they revise oil demand down (my bold): ”In the short term, oil demand remains weak and we have reduced our estimate for the fourth quarter of
Coal capacity declining… The Economist
Here is The Economist on coal: ”Consumption of coal has been on a slightly downward-sloping plateau for some years. But the capacity to burn it
The New Green Energy Giants… WSJ
The times they are changing... Katharine Blunt and Sarah McFarlane, Wall Street Journal, have a nice piece comparing new green companies to oil
California, natural gas use, balancing supply/demand… EIA
From the EIA’s Today in Energy, here... ”In California wholesale electricity markets, natural gas-fired electricity generation helps to balance
A few things… Morgan Housel
I like this guy... Morgan Housel, here... ”It’s easy to ignore the power tail events because it’s painful to accept that most of what happens isn’t
Existential risk… NYTimes
Clifford Krauss, New York Times, on Exxon, here... ”Over the last 135 years, Exxon Mobil has survived hostile governments, ill-fated investments