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By Allen Brooks on May 19, 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 May 19, 2023 Who Will Save The Whales This Time? BOEM has proposed changes to its offshore wind farm approval process to speed […]
Posted in Energy Musings | Tagged BOEM, marine mammal populations, marine mammal take authorizations, marine mammals, Musings Newsletter, NOAA, Offshore wind, whale industry history, whales
By Allen Brooks on May 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 May 3, 2023 Like UConn’s WBB, Our Luck Ran Out For years, our reporting on our drive from Houston to our summer home […]
Posted in Energy Musings | Tagged electricity, Energy sector, Musings Newsletter, oil prices, rain, reliable energy, S&P 500, truck traffic
By Allen Brooks on April 28, 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 28, 2023 Bananas, Kumquats, and Today’s Inflation Problem Many investors believe inflation is on the run and soon will return to pre-pandemic […]
Posted in Energy Musings | Tagged 1970s inflation, Alfred Kahn, bananas and kumquats, Core CPI, CPI, George Friedman, Inflation, interest rates, labor productivity, Larry Fink, Musings Newsletter, Neil Howe
By Allen Brooks on April 17, 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 18, 2023 Offshore Wind Is Hot; Rhode Island Only Got One Bid Is a single bid a sign of monopoly power or […]
Posted in Energy Musings | Tagged 2023 hurricane forecast, Americans’ views of EVs, climate change, Coast Guard warning on overloaded wind turbine ships, Musings Newsletter, Offshore wind, proposed EPA emission rules, SOLAS, whale deaths
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 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