Alboran Energy Strategy Consutlatns

Allen Brooks

  • 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 »

  • Energy Musings, June 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

    June 28, 2022

    When All Else Fails, Return To Proven Technology

    The energy crisis has European countries scrambling to find replacement gas supplies for the Russian gas it previously used. To prevent power shortages, coal use is experiencing a rebirth. READ MORE

    Will Offshore Wind Deliver The Power Economically?

    The government’s push for offshore wind is roaring ahead driven by environmentalists. Reviews for approval of the projects suggest there may be downsides not being properly considered. READ MORE

    Who Cares If Miami Is Six Meters Underwater In 100 Years?

    Miami faces two issues – rising sea levels and higher water tables. Miami Beach has been working on an adoption plans despite some homeowners objecting. We can save the city. READ MORE

    Random Energy Topic Thoughts

    Updating The Block Island Wind Farm Performance

    Gasoline Tax Suspension Gimmick Game

    Read the full article on Energy-Musings.com »

  • Energy Musings, June 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 the PDF

    June 14, 2022

    Energy Stocks: Confounding Yet Still Rewarding

    May continued Energy’s run as the sector with the top returns in the overall market. June seems to be continuing the trend, as Energy remains cheap on many investment metrics. READ MORE

    Is ESG A Religion, A Helpful Guide, Or Just A Scam?

    The ESG movement ran into a wall at a recent FT conference. A questioning presentation cost the presenter his job. Without clear standards and metrics, ESG investing has underwhelmed. READ MORE

    Changing The Climate Debate – Epstein’s Fossil Future

    After his Moral Case bestseller, Epstein’s new volume challenges in depth the anti-impact experts’ narrative that CO2 only creates bad outcomes. He reorients the framework discussion. READ MORE

    Thoughts On Random Energy Topics

    Rhode Island’s Electricity Fuel Sources

    Energy And Food Markets Need To Worry About Hurricane Season

    Read the full article on Energy-Musings.com »

  • 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

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  • Energy Musings, April 19, 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

    April 19, 2022

    Is Wind Energy About To Follow The Route Of Solar?

    It seems every country’s emissions reduction plan depends on more wind power. Everybody wants their own supply chain. China is positioned to change that plan like they did with solar. READ MORE

    Germany Reconsiders Its Energy And Foreign Policies

    After announcing a 180-degree turn in foreign and energy policies after Russia invaded Ukraine, Germany is having second thoughts because it is finding out the cost of these moves. READ MORE

    Con Ed’s Rate Hike: The Point Of The Inflation Spear?

    After shutting the Indian Point nuclear plant and pushing offshore wind, the inflationary impact of these moves is becoming evident. Con Edison is asking for an 11% electricity rate hike for 2023. READ MORE

    The Reality Of The Global Energy Market Of The Future

    RFF issued a report that enables comparing 19 scenarios from seven energy outlooks to 2050. READ MORE

    Random Thoughts On Energy Topics Of Interest

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  • Energy Musings, April 5, 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

    April 5, 2022

    The Challenge EVs Face With Raw Material Inflation

    The EV revolution is underway and promoted by the Biden administration. Inflation in the raw materials used in EVs has caused Tesla to raise prices and others to warn about higher costs. READ MORE

    Joe Biden Promises U.S. LNG To Help Europe – Realistic?

    The U.S. and E.U. have agreed to work together to boost U.S. LNG shipments to Europe to help get them off Russian natural gas. Plans sound good, but what is the reality of them happening? READ MORE

    Offshore Wind Performance Raises Questions About Output

    A review of the U.K.’s January’s daily offshore wind output shows significant variability. We examined monthly offshore wind’s performance against capacity that showed utilization issues. READ MORE

    Random Energy Topics Of Note

    Are We Moving More Or Less, And What Does It Mean?

    High oil prices have analysts concerned about demand destruction. We look at data.

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  • Energy Musings, March 22, 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

    March 22, 2022

    The Worry Beads And Changing Times In The Energy Patch

    Current focus is on the Russia/Ukraine war and its impact on energy markets. People should focus on more structural changes underway in the world due to higher inflation and interest rates. READ MORE

    Europe Struggles To Determine Its Future Energy Mix

    Europe is over a barrel because of its high dependence on Russian gas and coal imports. The EC unveiled a plan to cut dependence but lacking a cost estimate or a realistic timetable. READ MORE

    A 1970s Oil Playbook – Deja vu All Over Again!

    The idea of a windfall profits tax on oil companies has emerged to help price-shocked Americans. We revisit what happened the last time such a tax was in place. It hurt people and the industry. READ MORE

    Controversial Daylight Savings Time And Saving Energy

    Everyone is cheering the possible end to clock switching. The introduction and ending of DST have occurred several times in our history – each time beginning with overwhelming support. READ MORE

    The Worry Beads And Changing Times In The Energy Patch

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  • Energy Musings, March 8, 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 

    March 8, 2022

    Offshore Wind And Its Version Of The Shale Land-Grab

    BOEM held a sale for offshore wind leases off New York and New Jersey that set a record in high bids. The cost per acre and per MW reminded us of the land-grab frenzy of the shale boom. READ MORE

    We Need A Neck Brace After Germany’s Energy Whiplash

    Germany’s three-decade philosophy about how to deal with Russia led to tolerance and economic dependence. That philosophy was reversed in one speech, but what does it mean? READ MORE

    Petroleum Is More Important In Our Lives Than Many Think

    We show you two lists of critical items and everyday products we depend on that are made from petroleum. Many of them have no alternatives, showing our dependence on oil and gas. READ MORE

    Thoughts On Random Energy Topics

    Europe’s Infatuation With Heat Pumps Has A Long Way To Go

    At 1% penetration rates, it will take years to make a dent in fossil fuel demand.

    Read article »

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