Alboran Energy Strategy Consutlatns

May 2022

  • Energy Musings, May 31, 2022

    Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks

    Download the PDF

    May 31, 2022

    Energy Mess Of 2022 Demands A Revised EU Plan

    The 2021 Energy Crisis has morphed into the 2022 Energy Mess, the result of past investment and policy mistakes. The EU’s new plan will double down on misguided energy policy mistakes. READ MORE

    The Changing Face Of The Automobile Industry

    EVs experienced a growth spurt last year with the help of spiking fuel prices, more government support, and more model choices. Higher battery raw material costs are a problem for the future. READ MORE

    Politicians: Read Smil’s New Book About Energy Transition

    Vaclav Smil’s new book is a CliffsNotes guide to everything one needs to know about how energy, food, and materials work in our economy and why the transition will require decades to occur. READ MORE

    Random Energy Topics And Our Thoughts

    Our Laughs About The Electricity Industry

    Two cartoons on current energy topics we found both amusing and telling.

    Read the full article on Energy-Musings.com »

  • Energy Musings, May 17, 2022

    Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks

    Download the PDF

    May 17, 2022

    “The Drive” Confirms Much About Energy And Inflation

    America is back! Read about our observations from “The Drive” and energy’s role. READ MORE

    Energy Continues To Confound Investor Expectations

    Energy is the only sector to increase its capitalization from January 1st Through May 10th. READ MORE

    Manhattan Contrarian’s View Of New York’s Net Zero Plan

    New York State’s net zero emissions plan is woefully lacking in details and cost estimates. READ MORE

    Wood Returns: Not Your Distant-Grandfather’s Log Cabin

    Wood has become the new clean building material and we will be seeing more log towers. READ MORE

    Decarbonizing Air Transportation Is Underway

    Read the full article on Energy-Musings.com »

  • Energy Musings, May 3, 2022

    Energy Musings contains articles and analyses dealing with important issues and developments within the energy industry, including historical perspective, with potentially significant implications for executives planning their companies’ future. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks

    Download PDF

    May 3, 2022

    Dominion’s Huge Offshore Wind Farm Gets Pushback

    The largest U.S. offshore wind farm by a utility is planned off Virginia. Its cost rose $2 billion to $9.8 billion. With rampant inflation, many customers are concerned about future cost increases. READ MORE

    Battle Over EVs, Emissions, And Mining

    Elon Musk has dominated the news with his Twitter takeover. His concern over lithium for Tesla’s batteries reflects a key challenge for the EV industry. Volvo’s EV emissions study is alarming. READ MORE

    Coal Makes Comeback Upsetting Green Agenda

    Almost daily there are announcements of new or reactivated coal-fired power plants and new coal mines, as utilities around the world are resorting to the dirty fuel because of the high price of gas. READ MORE

    Thoughts On Various Energy Topics

    An Alternative Supply Option For Europe’s Natural Gas Problem

    Presidential Climate Envoy John Kerry And Natural Gas

    Read article »

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