There are a few ways to “know things”. You know how to read, you know how to add, probably, and you know many things. Some things you can “know” without having to formally learn or experience them. You probably know it would hurt to get shot, though unless the demographic around here has changed significantly you’re not likely to experience that. Some things you know best by experiencing them; hearing about them, being warned about them, is a start, but sometimes you don’t really know [Read more]
Diary of a Mad(Natural Gas Producer)man
With all due respect to Ozzy Osbourne, a guy that lived the rockstar life; who drank enough alcohol to float an aircraft carrier; who took enough drugs to stun a small nation; who survived all that, raised a family, survived to age 76/counting, and is worth $200 million…that’s not a madman. That's genius. Well played, sir. The story of natural gas markets and producers, on the other hand, can righteously lay claim to the title. Don’t take my word for it. Have a look at this chart that [Read more]
2024 is going to give us all PTSD
The lazy days of summer serve a useful purpose. A few weeks away from everything clears the head, if one can escape the global cacophony. It works. Try it if you can; declutter the mind, step out of the fray. Upon returning, it seems possible to see the forest instead of the trees, to rejoin the info flow gradually from a disconnected, higher level. Personally, it also helps to get disconnected from the energy world as well, and to travel to places far removed from the energy epicentre to [Read more]
While the west watches a game show, the rest build a new world order
Some very big and important things are happening in the world, and it seems that we're not paying attention at all. We are becoming so fixated on the simple, the sensational, that we're not noticing the storm clouds. Now, to be clear, the ballistic winging of a high-level American politician is most deserving of our attention, particularly when the circumstances and outcome are frankly not just nearly apocalyptic but bizarre. The circumstances are so strange and run counter to our [Read more]
Trump and Energy – fewer likely surprises here than any other facet of 2025, but still not simple
Did you know that the United States Secret Service has a Chief of Communications? Does that not seem a little odd? To excel at his job, would he be perfectly silent? Well, he's not...Over the weekend the Chief of Communications of the United States Secret Service took to Twitter to start acting not very secret at all. How is this for a tweet: “…three charter flights filed with @SecretService agents, technicians, officers & mission support personnel safely arrived in Milwaukee.” He [Read more]
Energy notes from the edge: AI latest – the energy beast is fully unleashed; and when a Bee gets an A – an insect skill set could benefit humans in an incredible way
More AI/data center yelling - we’d better pay attention to the energy consequences The energy world has been in turmoil for quite some time, though the drama has been much more pronounced over the past decade, where it has been buffeted by some enormous crosswinds. The most prominent of these was that, for the first time in history, powerful groups decided they wanted to demolish it, incredulously somehow unable to grasp the consequences. (I blame too many Marvel comic movies, which abandon [Read more]
Ukraine attacks Russia’s oil sector, Canada attacks Canada’s… you sure you want us in NATO?
Ukraine adapts against a vastly bigger opponent and illuminates the trap western governments have created for themselves Recently, Ukraine has been launching massive drone attacks against Russian oil refineries/infrastructure. Seems reasonable, what with the invasion and all. Actually, it is more than reasonable, and about as logical as it gets. The Russians know this also; when they really want to rattle chains they go after western Ukraine’s energy infrastructure. Energy is the [Read more]
Energy notes from the edge: Coal trains vs. high speed rail – guess which is faster (into service); Here’s how big oil can sleep at night
Two wild train projects bookend the energy scene perfectly Ah, you couldn't make this stuff up, as we find ourselves saying on a daily basis. Here's a look at two ambitious infrastructure projects involving rail construction, separated by a few years and also by about everything else two projects could be separated on. One of the train stories dates way back to 2019; let me take you back to that era for all the readers less than five years old (not quite but close; last week I met a [Read more]
Energy notes from the edge: AI explosion hits hard in… Ohio?; navigating the Pretty Hate Machine
Look out Cleveland You might be tired of reading about AI developments around here, but if so you'll need to get over that - it really is one of the biggest stories in energy. The past 8 months or so have been astounding. There are many perspectives from which to view this, many of which are simply crazy, but some leniency is warranted there - no one has any idea where AI is going to take us or itself, and it is hard to call any prognostication too outlandish. What isn’t crazy though are [Read more]
Energy notes from the edge: AI power demand talk goes mainstream; flame-throwing electro-dogs set to turn the table on squirrels
Data centres to cause unexpected spike in US gas demand, bypassing all the trouble spots North American gas prices are stuck in the mud, and have been for a while. Beyond the odd and brief flareup, producers have found ways to extract massive volumes by optimizing fracs, lengthening horizontal wells, etc., across wide shale plays with results that are at least somewhat repeatable. This is a global anomaly, as there are higher value markets, such as the rest of the world, which is [Read more]
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