Engaging Articles of the Week Thank heavens for the oddballs that make their way in the world by interpreting the tea leaves correctly, by spending the time to notice and flag important things that fly under the radar. Take this example with respect to a recent White House publication, the “America First Investment Policy”. It is a pretty dense document that lays out the ways in which the US administration will try to reshape capital flows. Buried in the document, or hardly noticed (certainly [Read more]
Weekly Word Wanderings – A barrel of oil is a barrel of oil, unless it comes from Canada; natural gas market on a knife’s edge
Engaging Articles of the Week Interesting and a bit sad data points: For a given quality, a barrel of oil is a barrel of oil. Regardless of where it pops out of the ground, it originates from way down below, in pools accumulated millions of years ago, in reservoirs that tend to be disinterested in national borders. And yet, as the mighty BOE Report reported recently, barrels of oil that are still in their underground home in Texas are worth, on the open market more than twice as much as [Read more]
Is Bitcoin the new oil? Don’t laugh – interesting theory from a smart guy
While we are not currently short of catalysts by any stretch, it might be cryptocurrencies that push us over the edge into open brawling. There is no phenomenon like it. Some crypto was no doubt created by geniuses (whatever you think of Bitcoin, the concept is pretty incredible), some was created as a pure mocking joke (Dogecoin from Musk) and some is just created by and for flat out idiots (Hawk Tuah coin, Fartcoin, ten thousand others). The polarity of opinions is incredible, with hyper [Read more]
Weekly Word Wanderings: Engaging Articles of the Week
What is quantum computing, you may ask, because you've heard the phrase a thousand times last week, and what is Majorana...the world must be saved or something, right? No, and calm down please. Here's the story including the parts worth keeping in mind. Microsoft recently announced development of a ‘quantum computer’, small enough to fit in the palm of your hand, and yet capable of solving insanely complicated problems rapidly, a chip that involves creation of “a new state of matter” that is not [Read more]
Natural gas markets have long been challenging, and a new level of wildness may be on the horizon
Some wise guy that goes by the name of Redpill Drifter on Twitter/X stood on a street in Encinitas, California, and asked people at random whether they would take a $20 bill, or a 1-ounce gold coin. He had both in his hand and offered them unconditionally. A remarkable number of people opted for the cash. Of course, he may have edited out people that took the gold (and who knows if he would have honored that offer with the gold coin 100 times more valuable), but regardless, a large number of [Read more]
Old zeitgeists are in the dumpster, wait patiently for the new ones
There’s an interesting word that is helpful to keep in mind in these troubled times: zeitgeist. It’s no being hauled out in sympathy or support of the German people, who probably need it after Vice President Vance last week gave them (and the EU) a verbal pummelling, to their face, in a startlingly frank manner. But hey maybe any admiration of a Germanic word - no easy feat when everyday words sound like death threats - will be balm to the Teutonic wound. The word zeitgeist means “the [Read more]
Weekly Word Wanderings: Engaging Articles of the Week
Another new AI data center, another half a B – half a billion cubic feet per day of gas, that is. Energy Transfer LP announced a long-term agreement with CloudBurst Data Centers. Energy Transfer’s Oasis Pipeline will provide up to 0.5 BCF/d of firm natural gas supply to a new data center campus in Texas. That word “firm” is a big one – it will be a steady demand sink for natural gas, adding to the impressive list of new demand centers springing up across the US (let’s hope they start springing [Read more]
Weekly Word Wanderings: Engaging Articles of the Week
In 2014, representatives of the International Energy Agency Solar Heating and Cooling committee jetted to southern Alberta from 14 countries including South Africa, China and Denmark to tour the world’s first solar community. Of course they did. Fifty-two homes tapped 800 solar panels at a cost of $7 million to achieve “90 percent solar energy” and GHG emissions reductions of, brace yourself, 5 tonnes of CO2e per home per year, or 260 tonnes per year for the complex. At today’s carbon price of [Read more]
Why there is no energy transition
An intelligent and thoughtful reader asked if I could speak to a group about energy, and he had a sequence of questions he posed as the basis for discussion. They centred on the ‘energy transition’. A few issues arose instantly. First, how to avoid speaking to a group, because I generally hate that (y’all don’t bug me but I feel like a preacher in a pulpit), and secondly because the way he framed his questions vexed me greatly. His questions framed the topic in a way I hadn’t thought of [Read more]
Thinking big: Winning trade is one thing, but creating the biggest country in the world? Trump written all over it
President Trump has come out like a Tasmanian devil, with a level of productivity nothing short of astonishing. His new policies, directives, and orders span the entire spectrum – from HR issues to crime to historical injustices to everything in between, and are being implemented with mind-bending speed. From the most personal to the most geo-significant, he’s changing everything. And across this entire spectrum, one item in particular seems to be agitating him like no other, that causes his [Read more]
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