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By Allen Brooks on 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 […]
Posted in Energy Musings | Tagged BloombergNEF LCOE of offshore wind. EIA LCOE forecast, cleantech startups, cost of additional transmission for net zero, Musings Newsletter, NextEra and offshore wind, Offshore wind, Revolution Wind 2, Silicon Valley Bank bankruptcy, SVB director skill sets, Wisconsin net zero energy plan
By Allen Brooks on March 6, 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 […]
Posted in Energy Musings | Tagged battery charging issues for EVs, CBO 2023 spending and revenue forecast, driving EVs for long road trips, Energy stock market February performance, Energy stock market weighting over time, EVs, government deficits, Inflation, inland marine rates, Jones Act vessel costs, Musings Newsletter, Native American “fair share” demand, public debt, range anxiety, whale strandings
By Allen Brooks on February 20, 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 February 21, 2023 The Energy ‘Transition’: Learning and Retreat BP’s CEO announced revised targets for oil production and emissions reductions below targets. READ MORE […]
Posted in Energy Musings | Tagged Biden net zero, Block Island Wind output, BP stock underperformance, BP’s oil production forecast, CVOW Pilot turbines output, Dominion Energy, Duke Energy, Energy transition, EPA and climate models, Musings Newsletter, RFF climate scenarios, Virginia wind performance standard, Warren Buffett and renewable tax credits
By Allen Brooks on February 6, 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. February 7, 2023 Download the PDF What Is Going On With European Oil Companies? BP and Shell are slowing their renewable energy push on economic concerns. READ […]
Posted in Energy Musings | Tagged additional electricity with EV revolution, Avangrid court appeal, BP, Energy stocks in January, EV price war, EV subsidies, living without plastic, Massachusetts clean energy plan at risk, Musings Newsletter, Offshore wind, Shell, slowing renewables investment
By Allen Brooks on January 23, 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. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks Download the PDF January 24, 2023 […]
Posted in Energy Musings | Tagged amount of rejected wind energy output, Blizzard of ’88, cancellation of Keystone XL pipeline cost, China demographics challenge, electricity prices in deregulated states vs US, EV cost vs ICE not favorable, land-use methane emissions, methane emissions, Musings Newsletter, natural gas buying policies in Connecticut, power blackouts, rejected renewable energy projects, revised CO2 emissions, states with deregulated electricity markets, Sweden’s rare earth minerals discovery, wind power and electricity prices, Winter Storm Elliott
By Allen Brooks on January 9, 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. While published every two weeks, events and travel may alter that schedule. I welcome your comments and observations. Allen Brooks Download the PDF January 10, 2023 […]
Posted in Energy Musings | Tagged 2020s oil bull market rivals 2000s oil bull market, annual stock market performance 1928-2022, Boomers, climate disasters and insurance pricing, Commonwealth Wind’s DPU rejection, cost of capital, demographics, energy stock performance in 2022, Financial Times 2022 word focus, Gen Xers, inflationary pressures from aging labor forces, Japan’s aging businessman’s succession problem, Millennials, Musings Newsletter, Zoomers
By Allen Brooks on December 27, 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 December 28, 2022 […]
Posted in Energy Musings | Tagged Avangrid Renewables and “uneconomic” Commonwealth Offshore Wind farm, climate change history, Coastal Virginia Offshore Wind approval, Dominion Wind in Virginia, Europe natural gas price cap, EV driving range in winter cold, fission power, fusion energy, Greenland DNA discovery, hohlraum, IEA coal demand outlook, Mastodon DNA, Mayflower Wind, Musings Newsletter, nuclear fuel ignition, tritium fuel supply, U.S. refinery margins
By Allen Brooks on December 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 December 13, 2022 […]
Posted in Energy Musings | Tagged 2022 hurricane season review, AAA EV mobile charging service, carbon dioxide emissions, climate change, deregulated electricity markets, energy stocks, IPCC scenario 4.5, Musings Newsletter, NOAA vessel speed rules, ocean disruptions from wind turbines, offshore wind turbine costs, oil futures contracts, Oil price, right whale protections, Russian oil price cap, S&P 500 Energy sector, wind speeds in Europe
By Allen Brooks on November 28, 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 November 29, 2022 […]
Posted in Energy Musings | Tagged COP27, CPI data, distillates inventory, EU Dec. 5 Russia oil ban, EU natural gas price cap, EU oil price cap, Europe energy security, heating oil and electricity prices, inflation peak, interest rates, investor energy survey, Musings Newsletter, natural gas, Net Zero, New England winter, offshore wind inflation, oil prices, oil tankers, reparations
By Allen Brooks on November 14, 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 November 15, 2022 Age […]
Posted in Energy Musings | Tagged 2021 Europe energy poverty, AEO, alternative-fuel vehicles, Bret Stephens, cheap labor, China and mining processing capacity, clean energy mineral shortages, Coastal Virginia Offshore Wind, commodity super-cycle, COP27, Dominion Energy Virginia, electric vehicles, energy stocks, Goldman Sachs, Greenland’s Ice Is Melting, Inflation, interest rates, investment risk, Jeff Currie, John Kerry, LNG flows, Musings Newsletter, October stock sector performance, Revenge of the Old Economy, Spof - single point of failure, Vuca – volatility uncertainty complexity ambiguity
By Allen Brooks on October 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 November 1, 2022 […]
Posted in Energy Musings | Tagged British gilt market, British pension funds and LDI, cost of living protests, Farmers’ Almanac, global debt, global inflation, housing impact on US economy, IMF global forecast, Lenin and tsarist Russia collapse, long-term bond yields, mortgage rates, Musings Newsletter, New London State Pier renovation, NOAA, Offshore wind costs, oil prices and Biden claims, Pound Sterling and US dollar, Schlumberger name change, short-term US interest rates, Tesla car prices in China, US CPI, US government debt-to-GDP, US inflation, US Producer Price Index, US railroad worker contract, value of US dollar, winter weather forecasts
