Category Archives: Energy markets

Limits to Green Energy Are Becoming Much Clearer

Gail Tverberg throws cold water on green energy optimism.

Resource Nationalism on Rise in Latin America, As Fever for “White Gold,” aka Lithium, Grips the World

Countries in the region are taking greater control of the revenues generated by the minerals and hydrocarbons produced within their borders, in particular when it comes to lithium.

Europe’s Nuclear Fusion Race Is Going Private

Fusion fever has hopped across the pond and is seriously gaining traction among private enterprises in Europe.

McKinsey: Net-Zero By 2050 Needs $9.2 Trillion Annual Investment

McKinsey gives a not surprisingly big estimate for the cost of energy transition. But it’s unlikely to have considered radical conservation.

Navigating Russia/Ukraine Warmongering Disinformation

Trying to pull some signal out of the considerable propaganda, um, noise, on Russia and Ukraine.

EU Scientists and Politicians Clash Over Gas and Nuclear as ‘Sustainable’ Investments

Not surprisingly, it’s easier to move goalposts and designate gas and nuclear power as sustainable than get serious about cutting consumption

The Era of Cheap Renewables Grinds To A Halt

Long-discussed concerns about environmental costs and overall supplies of critical inputs to renewables are finally starting to materialize.

Nothing Fundamental Has Changed: Biden Administration Greenlights More Fossil Fuel Drilling Permits in 2021 for Public Lands and Waters than Did Trump in 2017

A coalition of climate groups calls on the Biden administration to use existing statutory authority as a basis for executive action to phase out fossil fuel extraction on public lands.

Rentier Capitalism and Class Warfare in Kazakhstan

Blame Kazakhstan ‘free’ market reforms that benefit the rich and powerful at the expense of the working class for recent protests.

Africa Faces an Uphill Battle Against Western Emissions to Combat Climate Change

African nations are disproportionately vulnerable to climate change, even though .the continent accounts for the smallest share of global greenhouse gas emissions – 3.8%.

U.S. Interior Department Moves to Block Some Oil and Gas Leasing on Alaska’s North Slope

Interior Department restricts oil and gas development in Alaska’s National Petroleum Researve.

Strong Earthquakes Spell Trouble For America’s Oil Heartland

It’s hardly a secret that fracking has produced a sharp increase in the frequency of earthquakes. But now they are becoming more severe too.

Chronic Underinvestment Could Push Oil Prices Higher In 2022

Bullish prospects for oil do not bode well for inflation or global warming.

Understanding Inflation Risks in the US and the Euro Area

Fed-type models say US inflation will hang around. So the central bank will try to Do Something when it really can’t do much.

Coal On Track To Break Records Despite Efforts To Curb Production

So much for coal being on the way out….