TotalEnergie has finally understood... no, it already understood. Let me rephrase that: TotalEnergie dares to say that it prefers to make money from hydrocarbons rather than lose money with solar energy. share.google/e5258FhxVhD1fc…
OPEC+ will likely approve another oil production increase of at least 137,000 barrels per day at its meeting next Sunday, as rising oil prices encourage the group to try to further regain market share, three sources familiar with the talks said.
#TANKERS
🇨🇦 Canada natgas prices AECO fall below zero, forcing production closures. Western Canada is awash in natgas as rising production volumes have come up against seasonal pipeline maintenance & slower-than-expected ramp-up of LNG Canada. 👀
🇨🇦 Canada natgas prices AECO fall below zero, forcing production closures. Western Canada is awash in natgas as rising production volumes have come up against seasonal pipeline maintenance & slower-than-expected ramp-up of LNG Canada. 👀
China could increase coal-fired power 75% and still meet its 2035 green pledge, says @davidfickling 🇨🇳🏭
Xi recently vowed to cut GHG emissions 7%-10% by 2035 from its peak
But by not mentioning exactly WHEN emissions will peak, he gave China room to use more coal to 2030
Dramatic improvements in efficiency gains has arguably been the worst assumption in most peak oil demand models. The other mis-modeling is the implicit view that the other 7 billion people on Earth do not aspire to the rich lifestyles The Lucky 1 Billion of Us take for granted.…
Dramatic improvements in efficiency gains has arguably been the worst assumption in most peak oil demand models. The other mis-modeling is the implicit view that the other 7 billion people on Earth do not aspire to the rich lifestyles The Lucky 1 Billion of Us take for granted.…
Wait…I was distracted for a minute and CATL cracked sodium-ion batteries???!?
I don’t know what they did exactly but I’m sure it’s some kind of material science improvement. Like slightly different chemistry or new anode material or something.
The older I get the more I…
Wait…I was distracted for a minute and CATL cracked sodium-ion batteries???!?
I don’t know what they did exactly but I’m sure it’s some kind of material science improvement. Like slightly different chemistry or new anode material or something.
The older I get the more I…
Australia’s halfway to its 2030 renewable energy target. Coal? Now under 50% of national generation. SA hit 110% solar. WA hit 85%. But sure, tell us again how “renewables are a fad” and coal is “cheap and reliable.” We’ll wait #auspol
LanzaJet et KMG lancent la phase d’ingénierie du premier projet SAF du Kazakhstan: LanzaJet et la société nationale KazMunayGas ont franchi une étape décisive vers la construction du premier site de carburant d’aviation durable du Kazakhstan, avec le… dlvr.it/TNGHPB
GLOBAL COAL consumption is increasingly concentrated in Asia especially China, India and Indonesia. Asia accounted for 83% of global consumption in 2024 up from 49% in 2000 and 28% in 1980. China, India and Indonesia’s combined share grew to 73% up from 37% and 20% over the same…
"Reshoring Solar Module Manufacturing to Europe" report: industry needs €26bn support by 2030 to close the cost gap and reach the 30 GW "made-in EU" NZIA target. Supply chain diversification objectives would cost €7bn until 2030.
🔆🇪🇺
solarpowereurope.org/press-releases…
Everybody focusing on inventories but the reality is once OPEC is out of bullets aka spare capacity and demand overtakes supply, you are in a bonafide bull market. Good piece from the great @ClydeCommods last week.
Everybody focusing on inventories but the reality is once OPEC is out of bullets aka spare capacity and demand overtakes supply, you are in a bonafide bull market. Good piece from the great @ClydeCommods last week.
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Ayn #Rand
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