Energy Flux Dispatches from the edge of the energy transition: climate risk, decarbonisation and disruptive digitalisation
Pause for the cause 176 implied HN points • 05 Feb 24 🌍 World Politics Global Markets Geopolitics The Biden administration's decision to pause LNG export approvals has many implications for European energy security. Global gas markets are reacting to Biden's 'pause' on US LNG export approvals. The post discusses various angles related to the impact of the LNG export pause and its connection to the decarbonisation agenda.
Redefining 💥Energy Flux💥 176 implied HN points • 25 Jan 24 💼 Business Energy Markets Europe Subscription Evolution Energy Flux newsletter focuses on analyzing global natural gas markets in relation to Europe's net-zero journey. The newsletter has evolved from a personal blog to a more focused platform with paywalled content. Readers can access a 7-day free trial to explore the full post archives of Energy Flux.
Green steel and intermittency risk 176 implied HN points • 09 Feb 23 Decarbonising the steel industry is complex. Electrification is crucial for 'green' steel production. Renewable energy intermittency poses challenges and opportunities.
Chinese whispers, European jitters 117 implied HN points • 14 Mar 23 💰 Finance Energy Markets Global Trade Imports Exports EU gas prices spiked due to fears of Chinese demand for LNG China is not in need of more LNG and is now a global swing demand market Decreased Chinese LNG terminal utilization indicates excess supply and more exports to Europe
Can green steel halt EU deindustrialisation? 58 implied HN points • 22 Feb 23 🌞 Climate & Environment Decarbonisation EU Carbon Footprint EU's global leadership in green steel is hindered by multiple factors EU's cleaner steel production is decreasing while reliance on dirtier imports is increasing Deep decarbonization of steel is possible but faces challenges like scalability and lack of economic incentives