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At some point China will be reopening for Covid ...

Iran talks not dead, honest

European gas reliance

Missile coverages zones get bigger every day

Tanks opposite Kharkiv

EV supply chains, new fear

Blades get bigger every day as well (note, moulds in DK not UK)

France goes offshore
 
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Mass production of gravity bases looks like this

Extremism live and funding in the usual places

More funding, same UK battery dream

Monopile manoeuvres

You've gotta love the quote, "”The US [offshore wind] market has a lot of potential, but has a fundamentally different approach to Risk engineering and management, which is not matching with our operating model, wherefore we have opted to exit this market,” "

Russia may be pulling back

Or maybe not given the tread detail

And this is called loitering with intent in the littoral

Germany tells gas firms [it is their job to] to get ready for the next time (does this mean Nordstream 2 denial more likely ?)

IEA adds in that missing 800k bbls

Smart metering penetrates deeper

US splurges other peoples money

Elon Musk moves $5bn to charity late in 2021 (brings his total personal sales to ~10% of his holdings)

Tesla China figures courtesy Rob Maurer
1644926312311.png


And the Kia dog wins cuteness trophy in ritual US-ian advert competition

Nice shot of what looks like one of the Brents coming in for cutting up (pity about the O&G licence story though)
 
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Ukraine/Russia maybe de-escalating, maybe not

Ukraine/Russia cyber attacks

So protectionism OK to harden your systems

France reaffirms nuclear

so France buys GE nuclear unit (poor old GE has really messed up energy big time these last couple decades)

and everyone talks SMR reactors inc TVA (submariners gotta have retirement jobs)

more Dutch hydrogen dreams

NATO starts to think about hardening the south-eastern periphery

which makes it worth reading about how the NATO hardening of the Baltics has been shaping up

and that in turn makes it worth understanding the constraints the medium NATO nations have

and I suspect what the implications are for US posture has been getting a lot of reading

EV charging for consumers looking patchy

EV charging freight for industrial purposes ..... good stats in this .... 40MW feed for one site

so the anti-renewables brigade pushing to say don't worry
 
[WESTERN] Strategic Response Options If Russia Cuts Gas Supplies to Europe

[RUSSIAN] strategic energy options if .... (see above)

Border not quiet

EU wants more wind faster

China derisking 16MW offshore turbines ASAP

Oil at mid $90s/bbl
 
Hydrogen mania

Renewable cement

Home storage (includes downloadable report)

LNG .... dare we say "bubble" ....

LNG in Europe ... dare we say "full"

Lots of Chinese offshore wind connected

Five Australian and three NZ offshore wind projects mooted

Offshore wind levelised cost going down 10c/kWh in 2025, 4c/kWh in 2050

Japan : Heavy duty large scale ammonia co-firing with coal, firm contracts, long term, this is the real deal

Russians doing the normal, NATO getting better at calling it out

VAG-Porsche-laden car carrier on fire (fighting fires at sea ain't funny, been there, done that, wonder what caused this to start)
and

Voigt on Giga Berlin

.... and for fun, strong winds in the UK right now, so here is an on-line grid monitor
 
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US closed, some sort of holiday

Russian military open, no holiday

.... being closely watched

.... by everyone

LNG volumes up 6% in 2021

US nuclear delay on missing documents
 
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Oil price outlook for 2022/23 Baltic Exchange tanker forum JOHN KEMP REUTERS 21 Feb 2022

Offshore two-bladers not yet dead in water

No kidding, long term storage required (UK)

No kidding, you must fill your gas storage (EU)

No kidding, you must fill your gas storage (Germany)

Can't think why everyone is paying attention to storage, er, perhaps an invasion is concentrating minds

Russian tanks enter Donbass

Russia told it is a teeny bit naughty

Putin ambiguous over territorial aims

Germans say Nordstream2 dead

Indications Hungarians may veto EU sanctions, Orban as Putin puppet redux

Hungarians say they will co-operate

High energy prices and renewables

The rich pollute more (that's us folks)
Weekly data: Targeting the super-rich could contribute to net zero

McKinsey smell money
 
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amazingly oil stayed under $100 so far

irony alert : SPE strapline "Leading A Sustainable Future Of Accessible And Responsible Energy"

Russia seizes full control of Belarus, no-one notices

Russia seizes Donbass, USA correctly calls it an invasion

Ukraine aims not to be a pushover

Germans halt Nordstream 2

UK Cons promises some sanctions one day if they can find them under all the piles of Russian funding

Leased offshore wind coming to an oilfield near you

German GW-scale green hydrogen

Warm winter leaves stocks middlish (watch for a Russian squeeze on Europe gas inventory through 2022)

Swedish mini-nuke, lead-cooled

UK mini-nuke, gas cooled (hones, it is to make hydrogen, really and cheap too)

Chinese big nuclear builds continue

France nuclear needs more money (EUR 2.5bn)

US nuclear overuns by US 1bn

Dino-croc dated by nuclear down-under
 
Oil now over $100 after Russian invasion of Ukraine commenced a new phase at large scale (remember folks, it started in 2014, this is just a new phase)

EU confirms various strategic energy infrastructure investments
 
Russian invasion of Ukraine continues

Russian armour appears to have reached Kiev suburbs, targetting civilian cars (amazingly they managed to get the driver out alive)

Middling sanctions announced by West

US offshore wind appetitising in auctions

US Supreme court doesn't want to think about pollution

Sensible oil bull case
 
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from News, sport and opinion from the Guardian's UK edition | The Guardian

"In a historic announcement to parliament, German chancellor Olaf Scholz has said a fund of 100 billion Euros will be set up immediately in order to boost the strength of its armed forces, as well as announcing a sustained increase in defence spending over the coming years.

Scholz admitted that the urgency of the Ukraine crisis had forced the decision to invest in the German military telling the emergency session of the Bundestag “it is clear that we must invest significantly more in the security of our country, in order to protect our freedom and democracy.”

He called it “Germany’s historical responsibility” to ensure that Russian president Vladimir Putin “does not turn the clocks back”.

Long-term, defence spending is to be increased year on year by more than 2% of GDP he said. It is currently around 1.5% "

....During his half-hour address, Scholz .....issued five “mandates for action”.

  • The first was the delivery of weapons to Ukraine, which he said “can be the only answer to Putin’s aggression”.
  • The second was to support sanctions against Russian interests including the suspension of the Swift payment system.
  • Ensuring that the war does not spill over into other countries, citing the importance of Nato’s Article 5.
  • Significant increase in German military spending; as well as other historical strategic changes, including, in effort to decrease German dependence on Russian gas, the construction of two [LNG regasification] terminals allowing the import of Liquid Petroleum Gas, in the ports of Brunsbüttel and Wilhelmshaven.
This follows his decision last week to suspend approval of the gas pipeline Nord Stream 2, effectively killing the multi-billion Euro project."
 
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A good summary of each day's military outcome re the Russian invasion of Ukraine and the most reliable update map is to be found on the wiki pages. Many of the news/media maps base off of the wiki ones.
and

Russia shut out of SWIFT

Ruble falling to record low, RUS central bank blocked
and

The UKR general staff give a daily report

Germany hits every button to wean off off RUS gas asap

UKR energy connections to EU to be accelerated
and

BP to divest Rosneft, expect Total, Shell, etc to be next on list of their stakes in RUS O&G
and

EU will supply arms to UKR (buy & ship) including fighter aircraft, some reports are that UKR has already been resupplied with air-to-air missiles that are compatible with its existing SUs, so must have originated in PO, RO, HU, etc

China queries support for Russia, "As the Chinese saying goes: you cannot call a deer a horse."

Panasonic to make 4680 format, 2024

EU closes airspace to RUS, bans media

UK storage demo, four technologies in head-to-head

Irish storage

Winter of 2022/2023 the one to watch next

and there is a growing trend of UKR farmers harvesting RUS vehicles that have run out of fuel
 
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Russian 2022 invasion of Ukraine, day 6

Shell sells out of Russia (so .... Sakhalin 2, Salym, Nordstream 2, etc)

Long term investments in O&G problematic

Ukraine opens various accounts to accept individual donations
you can verify those here
or here

Donations to Ukraine of used fighter jets also seems to be for real, various reports all over the place

ICC starts investigation into Russian crimes

EU advice is to tax the crap out of O&G windfall profits

Nordsteam2 considers insolvency

More gas for Europe

Transition harder ? glass half empty ?

or maybe not harder ? glass half full ?

US offshore wind leases close at $4.37 bn
 
It looks like Lukashenko has taken Belarus in
or

after another rigged vote

but remember the opposition (who won the real vote) aren't done yet
 
Brent now over $110/bbl, Europe benchmark gas near-record €160-170 per megawatt-hour

Russian oil being shunned by Western traders
/www.reuters.com/business/energy/us-has-not-sanctioned-russian-oil-traders-are-avoiding-it-2022-03-01/

IEA countries to release 60 mln bbls oil reserves

Those calling for a no-fly zone in Ukraine should note that the Ukrainian air force is still active, Rusian 800 vehicle column destroyed from air as it tried to advance beyond Kerson port towards Dnipro

Ukraine nuclear operating so far

Ukraine civil nuclear briefing

Pakistan nuclear from China starts up
Second overseas Hualong One starts up : New Nuclear - World Nuclear News

When small modular reactors don't look quite so small and cuddly and easy and cheap