By Allen Brooks on April 3, 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 April 4, 2023 It’s The Battery, Stupid! Really? Ford disclosed it has lost billions over the past two years on its EV business […]
Posted in Energy Musings | Tagged Biden administration’s offshore wind strategy, CVOW’s LCOE, EVs, Ford Motor Company. Ford’s EV losses, LCOE targets for offshore wind in 2030, long time, March Energy stock performance, Musings Newsletter, oil futures trading during March 2023, oil prices 1Q2023, oil prices and banking crisis, Shell CEO Wael Sawan supports “oil for a long, Shell Oil, ” Shell energy will not subsidize renewables
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 July 25, 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 […]
Posted in Energy Musings | Tagged Adam Tooze, climate models and plausibility, crisis pictures, Economic chaos, energy poverty, ESG, ESG fund expense fees, EU gas rationing plan, Europe natural gas, EVs, IMF paper on Russian gas cutoff, Musings Newsletter, polycrisis, renewable energy prices, U.S. EVs
By Allen Brooks on May 30, 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 […]
Posted in Energy Musings | Tagged coal, cobalt, Dominion CVOW concerns, electricity bills, Energy transition, EU energy, EU member imported energy dependency, EVs, gasoline price gouging, Germany imports, Global EV Outlook 2022, lithium, Musings Newsletter, renewable OEM economics, REPowerEU, UK windfall profits tax, Vaclav Smil
By Allen Brooks on August 26, 2019
Energy Market Woes May Require Investment Thesis Rethink Does The U.S. Have An Oil Demand Problem? EV Sales Up; Will Battery Capacity Match Growth Plans? Pictures Reflecting The Reality Of Our Green Energy World Read article »
Posted in Energy Musings | Tagged EV battery supply, EVs, gasoline consumption, Low interest rates, Musings From the Oil Patch, oil demand, oil price volatility, oil prices, refinery inputs, VMT
By Allen Brooks on May 27, 2019
Understanding What Different Water Means For Energy Electric Vehicles, Transportation And The Oil Market The Challenge Of Getting To Rhode Island Sorting Out The Confusing Forces Shaping Oil Prices An Intriguing Solar Power Device Read article »
Posted in Energy Musings | Tagged Australia’s climate election, energy share buybacks, EVs, gasoline consumption, Musings From the Oil Patch, OPEC output agreement, road trip to RI, Smartflower solar power
By Allen Brooks on April 29, 2019
The Dynamic State Of The U.S. Power Industry Why The Natural Gas Market Remains So Disappointing Weak Auto Sales Could Be A Sign Of An Energy Challenge Alberta Makes Election History: New Energy Course? EVs And Wind Power Suffer Slings And Arrows Of Reality Read article »
Posted in Energy Musings | Tagged Albert election, auto sales and VMT, EVs, gas prices, Musings From the Oil Patch, natural gas storage, per capita electricity consumption
By Allen Brooks on July 23, 2018
Natural Gas: The Forgotten Fuel’s Future Needs LNG Exports Another Decarbonized World View Has Serious Limitations How Important Are Subsidies For Electric Vehicles? Renewables Growing, But Momentum May Be Slowing Read article »
Posted in Energy Musings | Tagged Carbon Capture and Sequestration, EV tax subsidies, EVs, heat pumps, LNG, Musings From the Oil Patch, natural gas, natural gas storage, renewables, UK energy market
By Allen Brooks on July 9, 2018
From Coast To Coast Oil Companies Under Climate Attack California Gasoline Sales: Warning Or One-Off For Industry? German Auto Companies Fight EU And Merkel On Emissions EV And AV Futures Brighten; But As Much As Anticipated? A Potpourri of Energy News Of Note Read article »
Posted in Energy Musings | Tagged AVs, California gasoline sales, EU emissions policy, EVs, German auto companies, German carbon emissions, Musings From the Oil Patch, Rhode Island climate change lawsuit
By Allen Brooks on March 19, 2018
California Dreaming, Or Is There A New Oil Reality? Demographics, Automation And Inequality, And Energy The Global Oil Market And The Shale Oil Challenge Autonomous Cars Or Autonomous Skies? The Greening Of The Electric Vehicle Fleet Helps Its Future Read article »
Posted in Energy Musings | Tagged automation, autonomous flying taxis, AVs, California car taxes, demographics, EV emissions, EVs, inequity, Musings From the Oil Patch, shale oil
By Allen Brooks on March 5, 2018
EVs, AVs And TaaS: The Hype Versus Reality Pipeline War Ignites Constitutional Battle Across Canada The Electrification Of Europe’s Auto Industry Continues Energy Market Hypocrisy In New England Spring Approaches, But Offers Little Hope For Natural Gas Read article »
Posted in Energy Musings | Tagged Alberta, AVs, British Columbia, Europe EV sales, EVs, Keystone XL Pipeline, Musings From the Oil Patch, natural gas prices, Russian LNG, TaaS, Trans Mountain Pipeline