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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
By Allen Brooks on October 18, 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 October 18, 2022 […]
Posted in Energy Musings | Tagged American average daily driving distance, asphalt and U.S. highways, Biden energy policies, Biden versus Saudi Arabia, Bill Nye hurricane misinformation, BYD entrance into Europe EV market, China and wind turbines and EVs, deepwater wind turbines, environmentalists lack knowledge of what comes from petroleum, European wind turbine manufacturers fear of Chinese competition, EV range increase, food inflation, gasoline car range, gasoline prices, gasoline vs. electric vehicles, hurricane hours, Hurricane Ian, Jr. hurricane landfalling chart, Musings Newsletter, OPEC+ production cut, pharmaceuticals and petroleum, range anxiety, Roger Pielke, Strategic Petroleum Reserve drawdowns, traffic, trip cost for EVs versus gasoline powered vehicle, truck traffic, U.S. landfalling hurricanes trends, Wind Catching Systems
By Allen Brooks on October 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 the PDF October 4, 2022 […]
Posted in Energy Musings | Tagged Avangrid Renewables ask for price adjustment, BCG wind and solar power forecast, Block Island Wind 5th anniversary, Block Island Wind output, California EV fleet, Commonwealth Wind, energy stocks in September, EROEI, eROI, EV range in winter, FCOE, Germany’s wind energy, LCOE, Musings Newsletter, Norwegian winter EV range study, October stock market performance after September price declines, Park City Wind, renewable energy, Rhode Island and Massachusetts electricity price increases, US offshore wind farm economics, US power prices
By Allen Brooks on September 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 September 20, 2022 […]
Posted in Energy Musings | Tagged CPI measures, distillate inventories in New England and Central Atlantic states, EROEI, Europe energy crisis, Fatih Birol energy crisis myths, global distillate inventories, hybrid vehicles, IMF, inflation drivers, materials impact on carbon emissions, Musings Newsletter, nuclear power, oil demand, oil efficiency, oil futures prices, oil futures trading volume, renewable energy, solar systems impact on home values, US distillate inventories, wind impact on neighbors
By Allen Brooks on September 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 September 6, 2022 […]
Posted in Energy Musings | Tagged 2022 Atlantic Basin hurricane season, Biden economists revise disastrous 2022 economic and cpi forecasts, British primary energy consumption, Dominion Energy and VCOW performance standard challenge, energy stock performance in August, ISO-NE, ISO-NE winter vs. summer power peaks, men vs. women on self-driving cars, Musings Newsletter, natural gas imports, New England power demand forecast, renewable energy, Rough gas storage facility, triple-dip La Nina winter ahead, U.K. gas storage facilities, U.K. LNG import facilities, wind, women better drivers
By Allen Brooks on August 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 August 23, 2022 […]
Posted in Energy Musings | Tagged automobile quality issues, Block Island Wind farm performance, demographic trends, Dominion Energy, EV subsidies, global energy consumption in 2050, IEA world energy consumption forecast for 2050, Inflation Reduction Act, labor productivity, Musings Newsletter, Offshore wind, population projections for 2050 and 2100, Tesla vehicle recalls, Thoughts, UN population projections for 2050 and 2100, US labor force participation rate, VCOW Performance Standard measure, Virginia Coastal Offshore Wind
By Allen Brooks on August 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 August 9, 2022 […]
Posted in Energy Musings | Tagged Battery electric buses (BEB), BEB economics, Chinese truck EV in Europe, Energy stock performance in July, environmental case for BEB, EV supplier’s unique pricing strategy, Gallup on climate change, Germany’s energy challenge, Germany’s renewable energy performance in July, Germany’s renewable energy performance in winter 2021-2022, Germany’s wind output in July, Musings Newsletter, small nuclear reactors
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 July 11, 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 […]
Posted in Energy Musings | Tagged California new energy law, energy demand in recessions, energy security, energy stock performance, ESG, Europe green agendas, EV forecasts, EVs and gasoline displacement, gasoline prices and demand, keeping the lights on in California, Musings Newsletter, recession fears and oil prices, UK natural gas connections to Europe, Wildfire causes