Energy
1506 Threads
1/4 It's rare to see an article about the possibility that China may be able to use RMB to buy oil from Saudi Arabia that doesn't hyperventilate about the end of USD dominance. T...
Musings of the Day, 12/18/22: I share a couple high-level macro thoughts that I'm writing to my LPs this am:
Oil and gas stocks became “uninvestable” for many institutional investors having to follow certain ESG mandates over the last decade. After a cathartic purge during the initial Co...
The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings an...
Fusion – There have been some major announcements recently so it’s worth clarifying what has actually been achieved. 🧵
1/ I’m in early stages of research and typically avoid commodities, but a basket of Aussie coal stocks is becoming intriguing. $YAL.AX seems to be the stand out name, which has be...
Since the Russia-Ukraine war began, India has bought record-levels of Russian oil at record discounts. Industry estimates say a discount of Rs. 35K Cr. But, the cost of petrol and...
End preferences for unreliable electricity Today's grids are being ruined by systemic preferences for unreliable electricity: 1) no price penalty for being unreliable 2) huge sub...
What if oil wasn’t a fossil fuel? What if the worlds oil supplies weren’t nearly as scarce as we’re led to believe? What if Soviet scientists discovered a truth the big oil compani...
In a major scientific and engineering breakthrough, Lawrence Livermore National Laboratory and the DoE announced yesterday that they have achieved the holy grail of applied fusion...
I don't know why everyone wants me to comment on the nuclear fusion news. It's all well and fine and a great experimental achievement and all, but as I've said before, that's energ...
Another issue of Technics for Young People from 1936 describes the revolutionary CHP technology. In short, the problem with expensive electricity was that to produce it, you had t...
Qatar 🧵 Why is Qatar successful while other hydrocarbon-rich countries still live in misery? https://t.co/u8pjz35MWT
🔆India’s Nuclear Power Programme ✅India plans to build more nuclear power plants to increase the production of clean energy. 📍India has a 3-stage nuclear programme. ✅It developed...
Musings of the Day, 12/9/22: Even I'm surprised by this print. 🔥🔥🔥 https://t.co/yeYrXmOd9d
The House Oversight Committee, who are largely just idi0ts & narcissists with subpoena power, have been coming face to face with powerful non-idiots over the last year from all dif...
For oil, what's more important in the Saudi-Chinese read-outs of President Xi's visit to the kingdom is what is **not** in them. What's missing? The long rumored pricing of oil in...
Brief thesis on Ruttonsha international I will start with reverse gear-EV is future, there is no doubt in that and there are 2 key things which will make it more successful 1. Lon...
There is a disconnect between the attack on farmers and the push for biofuel by the EU, which is also very polluting & studies have shown to have higher carbon footprint than fossi...
@KingArthurOG Again, as I said the other day, I'm not interested in political bants and scoring points off anyone but this needs to be said. Nigeria does not have an ISO (Independe...
Why I support BJP? In Himachal we hardly have any power cuts in cities. Some routine power cuts are on days known. Monday used to be such days a year back of full day cutoff. In...
Musings of the Day, 12/6/22: Oil watchers who are worrying about ST Demand Destruction (as I do and @BurggrabenH does), please see this thread: TLDR implication: Relatively sma...
2013 : "Zayed Energy names Ratan Tata and Richard Branson among jury of the Zayed Future Energy Prize, a global award for innovation in renewable energy and sustainability" https:/...
1) What’s next for tech, FAANG, and Silicon Valley? Revisit the spectacular shale boom-bust cycle. There are more similarities than you think. Both were profitless technologic...
