Alboran Energy Strategy Consutlatns

Musings Newsletter

  • Energy Musings, December 28, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Searching For The Clean Energy Holy Grail

    A nuclear fusion ignition experiment was completed in early December in which more energy was emitted than injected that led to visions of unlimited clean energy. We examine why we are decades away from that potential and maybe even never due to problems with sufficient fuel. READ MORE

    Could Greenland’s DNA Find Alter Climate Change?

    A new discovery of environmental DNA of animals and marine life from the northern region of Greenland shows that 1-2 million years ago the region was substantially warmer than thought. READ MORE

    Random Energy Topics And Our Thoughts

    EV Journeys During Winter Are More Challenging

    Offshore Wind: Virginia Go Ahead; Massachusetts Basket Case

    Fossil Fuel Data Points And Comments

    IEA Coal Report Continues Demand View For Plateau

    Read the full article on Energy-Musings.com »

  • Energy Musings, December 13, 2022

    Written by

    Allen Brooks

    on

    in

    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

    How Do We Know What Is Normal?

    Falling oil prices are upsetting the conventional energy sector narrative as commodity and equity traders wrestle with what is normal, especially as they move to protect their gains of this year. READ MORE

    Enough Fingers For Power Market Finger-Pointing Exercise?

    Inflation has become an issue for renewable providers, but so too has wind stillness, NOAA wind support vessel speed restrictions, ocean turbulence from wind farms, and mineral availability. READ MORE

    Random Energy Topics And Our Thoughts

    Despite Fear Mongering There Is Good News On Climate Change

    A Tough November For Energy Stocks But Good YTD Gains

    Another Step In The EV Revolution

    2022 Hurricane Season Was Not What Was Expected

    Read the full article on Energy-Musings.com »

  • Energy Musings, November 29, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Energy Market Outlook Seen By Investors And Analysts

    Observations from RBC energy investor survey and Fed Bank energy conference provide a set of unconventional views of energy markets and their future along with how energy stocks may trade. READ MORE

    Inflation And Interest Rates Continue To Roil Energy Markets

    Investors think inflation has peaked but the real world seems to just begin seeing its impact and higher interest rates are proving a problem. Gavekal Research shows a different perspective. READ MORE

    New England’s Winter May Not Be Fun As It Will Be Costly

    Heating oil and electricity prices have soared with supply shortage fears, so weather will determine how costly winter is. Forecasts suggest a normal winter with periods of severe cold. READ MORE

    Europe’s Energy Wildcards Less Effective Than Anticipated

    Russia oil ban and Europe oil and gas price caps may be less effective than originally thought. Politics have created regulations that hold potential for market chaos and underground options. READ MORE

    Random Energy Topics And Our Thoughts

    Read the full article on Energy-Musings.com »

  • Energy Musings, November 15, 2022

    Written by

    Allen Brooks

    on

    in

    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 Of Inflation: More Unseen Challenges For The New Normal

    Despite the CPI easing, we still see more inflation and interest rate problems ahead. READ MORE

    New York Times Climate Skeptic Has Change Of Heart

    He wonders if the pandemic’s arrival is more reflective of possible climate problems. READ MORE

    COP27 Struggles For Relevance In Energy-Challenged World

    In an energy crisis, security of supply is trumping political concern over climate change. READ MORE

    October’s Stock Market Harvest Was Very Good For Energy

    Energy has had an outstanding 2022 and October’s performance was a record. READ MORE

    Random Energy Topics And Our Thoughts

    Read the full article on Energy-Musings.com »

  • Energy Musings, November 1, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Unseen Challenges Of The New Normal We Are Entering

    This article is an extended discussion of the factors driving our economy and financial and energy markets today. People are fearful of the fallout from raging inflation and the rapidly rising interest rates being employed to attempt to control price increases. Returning to the low-inflation and low-interest rate environment that dominated the past two decades may be impossible. We examine unseen challenges that will characterize the New Normal we believe is unfolding. READ MORE

    Random Energy Topics And Our Thoughts

    Costs Continue To Bedevil The Economics Of Offshore Wind

    The Upcoming Winter Weather In The Northern Hemisphere

    Tesla Cuts China Prices; First Signs Of A Changing EV Market?

    Schlumberger Rebranding: End Of Oilfield Service Industry?

    READ MORE

    Unseen Challenges Of The New Normal We Are Entering

    Read the full article on Energy-Musings.com »

  • Energy Musings, October 18, 2022

    Written by

    Allen Brooks

    on

    in

    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

    On The Road Again

    Summer is over and we just made our return drive from Rhode Island. Highlights: Lighter than normal traffic; fewer trucks; no lines at restaurants or gasoline stations. An uneven economy! READ MORE

    Gas Versus Electric: Vehicle Use Determines Choice

    Electric vehicles drive farther every year, and well exceed average American’s daily distance. We compare the statistics and economics of different types of cars. Range anxiety still governs. READ MORE

    Biden’s Energy Policy Clashes With Geopolitics

    From fist bumps to punches in the nose is our energy policy. Biden’s naked political push to stop OPEC+ from cutting production and hiking pump prices ahead of the election was fully exposed. READ MORE

    Random Energy Topics And Our Thoughts

    China Mounts Challenges To Global Clean Energy Industries

    New Offshore Wind Technology Key To Better Economics?

    Read the full article on Energy-Musings.com »

  • Energy Musings, October 4, 2022

    Written by

    Allen Brooks

    on

    in

    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

    New Tool To Judge Renewable Energy Costs And Returns

    A new paper examines Levelized Cost Of Energy’s flaws and why wind and solar are not capable of powering the economy. It develops a Full Cost of Electricity model. We need more fossil fuels. READ MORE

    Fundamental Tenet Of Renewable Energy Is Crumbling

    The religion that renewable energy costs will always decline is meeting reality. Costs are going up and renewable developers are looking for relief by asking their power buyers to pay more. READ MORE

    Block Island Wind Celebrates Fifth Year Anniversary

    Happy times reigned in Providence as politicians, labor leaders, wind developers, and environmentalists celebrated Block Island Wind’s 5th anniversary. They ignored it failing on power output. READ MORE

    Random Energy Topics And Our Thoughts

    The Cost Of Electricity Is Rising Everywhere

    How Far Can You Go In An EV In Winter?

    Read the full article on Energy-Musings.com »

  • Energy Musings, September 20, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Doubling Down On Renewables In An Energy Crisis – Dumb?

    Policymakers in Europe believe the solution to their growing energy crisis is that they should build more renewable generating capacity. They do not deliver power on windless and cloudy days. READ MORE

    Understanding Oil Price Volatility And Why It Will Stay High

    Crude oil prices have been in a decline since peaking in June – down 30%. Economic recession fears have been the prime driver, but a lack of liquidity – less futures trading – is another issue. READ MORE

    Random Energy Topics And Our Thoughts

    IMF Breaks Down Drivers Of Global Inflation

    Increased Oil Efficiency In Today’s Economy

    Worrisome Outlook For The Upcoming Winter In U.S. Northeast

    Green Energy Impact On Families And Homes

    Read the full article on Energy-Musings.com »

  • Energy Musings, September 6, 2022

    Written by

    Allen Brooks

    on

    in

    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

    New England Power Market Is Heading Toward Blackouts

    Heat waves sweeping across America are stressing grids. Electrification of our economy will add substantial power demand as we shift to renewables and intermittent electricity risking blackouts. READ MORE

    Britain Scrambles To Reverse Gas Storage Crisis

    U.K.’s power regulator warned Britons their annual energy costs were jumping by 80% in October. Energy poverty is ahead and the government must find solutions to this energy crisis. READ MORE

    Global Energy Markets At Risk Of Hurricane Disruptions?

    The 2022 hurricane season is the slowest in 30 years. Tropical disturbances are emerging suggesting we may still see energy and economic disruptions with a human tragedy potential. READ MORE

    Random Energy Topics And Our Thoughts

    Dominion Challenges Virginia Wind Performance Standard

    Are Women Really Better Drivers?

    Read the full article on Energy-Musings.com »

  • Energy Musings, August 23, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Virginia Offshore Wind Project Approved But With A Twist

    Dominion’s offshore wind project was approved by Virginia regulators. To protect customers from excessive costs from power shortfalls, regulators want a “performance standard” for the project. READ MORE

    Current Economic Questions Force Look At Demographics

    U.S. labor force participation and falling productivity worry economists. They should be considering recent projections showing a “smaller, older, and more urbanized” population in 2100. READ MORE

    Interesting Energy Topics And Our Thoughts

    Interesting Data On Vehicle Quality

    Inflation Reduction Act Suddenly Renamed A Climate Bill

    Interesting Long-Term Energy Outlook From IEA

    READ MORE

    Read the full article on Energy-Musings.com »

  • Energy Musings, August 9, 2022

    Written by

    Allen Brooks

    on

    in

    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

    Connecticut Clean Energy Push Hits Oops Moment

    Within hours of CT officials hyping a ban on buying diesel buses, an electric one burst into flames. All 12 BEBs in Connecticut were shut down. We look at the economics of BEBs. READ MORE

    Germany’s Energy Clock Ticks Toward Zero Hour

    Germans, and fellow Europeans, are heading into energy rationing. At the same time, Germany is debating keeping its three nuclear plants running, while renewables fail in delivering power. READ MORE

    Random Energy Topics And Our Thoughts

    Energy Performs Better In July On Oil Prices And Earnings

    Is The Chinese EV Industry’s Nose Under The West’s Tent?

    Bad News From Gallup About Climate Change

    Electric Vehicles Continue To Be In The News

    Read the full article on Energy-Musings.com »

Site by Pharéo | Hosted on The Permanently Moving Network