Alboran Energy Strategy Consutlatns

Musings Newsletter

  • Energy Musings July 26, 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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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

    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 »

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