Alboran Energy Strategy Consutlatns

July 2022

  • Energy Musings July 26, 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

    July 26, 2022

    Energy Crisis Tied To Economic Chaos and Geopolitics

    The energy crisis, intertwined with inflation, has driven a stable world into a colossal mess. We follow Adam Tooze as he draws polycrisis diagrams to explain the dynamics creating this mess. READ MORE

    Europe’s Natural Gas Conundrum In A World Context

    Nord Stream 1’s 10-day shutdown elevated Europe’s fears of a winter without Russian gas. The EU has a plan to cut gas use. It is splitting member unity risking worse long-term outcomes. READ MORE

    Energy Crisis Prompts Questions About The Role Of ESG

    Solving the energy crisis has highlighted why more investment is needed. The ESG movement is limiting a funding surge. ESG measures may be creating worse outcomes with pain for investors. READ MORE

    Random Energy Topics And Thoughts

    Bloomberg Trumpets U.S. EV Tipping Point

    Renewable Energy Is Cheap But Look Out For The Future

    Read the full article on Energy-Musings.com »

  • Energy Musings, July 12, 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

    July 12, 2022

    Recessions, Energy Poverty, ESG Agenda Rollbacks In-Play

    Oil prices dropped 20% due to growing recession concerns and demand destruction. High energy prices put more people into energy poverty, as ESG agendas are being curbed. READ MORE

    Mandate To Keep Lights On And Reach Green Energy Goals

    California passed new energy legislation to help secure more fossil fuel energy. It also took approval of renewable energy projects away from local communities, handing it to the state. READ MORE

    Challenging Economics And Landscape For Electric Vehicles

    Enthusiasm for EVs rises with gasoline prices. We examine the debate over the future of EVs and gasoline demand and whether it means the demise of oil and gas companies. READ MORE

    Random Energy Topics

    In Europe, Energy Security Trumps Green Agendas This Winter

    Last Month Was First Down Month In 2022 For Energy Equities

    Read the full article on Energy-Musings.com »

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