Alboran Energy Strategy Consutlatns

March 2023

  • Energy Musings, March 21, 2023

    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.

    Download the pdf

    March 21, 2023

    Silicon Valley Bank Bankruptcy And Its Impact On Energy

    SVB was a major lender and deposit holder for tech and cleantech startup companies. Its bankruptcy removes a key financier in this space that will disrupt the energy transition. READ MORE

    Offshore Wind’s Economics Questioned By A Big Player

    New offshore projects continue to be proposed while the head of the U.S.’s leading renewable energy utility company warns his CERAWeek audience that “offshore wind is a bad bet.” READ MORE

    The Cost Of Getting To Net Zero By 2050

    States are mandating utilities reduce their carbon emissions to reach net zero by 2050. An analysis of Wisconsin’s plan shows its consumers will paying $248 billion (2022$) more. READ MORE

    SVB And The ESG And Woke Attacks

    Critics blame SVB’s ESG and DEI focus for its failure. They point to the directors’ backgrounds and associations. Their skills instead raise questions about the lack of management oversight. READ MORE

    Silicon Valley Bank Bankruptcy And Its Impact On Energy

    Read the full article on Energy-Musings.com »

  • Energy Musings, March 7, 2023

    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.

    Download the PDF

    March 7, 2023

    Bringing Down Inflation Will Be Harder And Take Longer

    Inflation continues to run hot, forcing the Federal Reserve to continue boosting interest rates. A deteriorating federal government spending/revenue outlook, coupled with soaring costs to build new Jones Act transportation vessels, means more inflation is being embedded in the economy. READ MORE

    Offshore Wind Development Confronts Multiple Challenges

    The Biden administration’s showcase climate change effort is running into challenges including Native Americans demanding a “fair share.” Whale strandings are dismissed, but everyone says the issue needs more research. Why the dismissal? Toeing the policy line? READ MORE

    Tough February For Energy, But Fundamentals Remain Solid

    Energy finished in last place in the S&P sector ranking for February for only the second time since January 2022 and since the industry recovery began in the fall of 2021. March is better. READ MORE

    EV Enthusiast Comes To Grips With Range Anxiety

    Another long road trip by an EV enthusiast documents what it takes to manage charging. The conclusions about charging network inadequacies remain consistent with other reports. READ MORE

    Bringing Down Inflation Will Be Harder And Take Longer

    Read the full article on Energy-Musings.com »

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