Energy Sector News

[petit_bateau]

oil up, ballistic missile technology everywhere these days

Oil falls 2% as Fed rate hike talk spooks risk markets

Oil prices fell about 2% on Monday, hit by investor concerns over the possibility of quicker than expected interest-rate hikes by the U.S. Federal Reserve that took down risk markets such as equities while the dollar rallied.

www.reuters.com

 

[petit_bateau]

courtesy JohnKempReuters

EIA expects U.S. fossil fuel production to reach new highs in 2023 - U.S. Energy Information Administration (EIA)

www.eia.gov

Gas shock exposes Europe’s strategic frailties

Winter crisis eases but energy transition woes persist

www.energyflux.news

Germany mulls scrapping energy bill surcharge early as prices rise

The German government may scrap this year a surcharge on electricity bills used to support renewable power, to ease the strain of rising energy costs on millions of households, Social Democrat (SPD) co-leader Lars Klingbeil said on Saturday.

www.reuters.com

 

[petit_bateau]

The normal doom-laden article from Art Berman a few weeks back

Blog | Raw, No-Filter Energy Insights & Perspectives | Art Berman

Explore cutting-edge energy market analysis with hard core insights that can open your eyes to what is actually happening in the energy market

www.artberman.com

 

[petit_bateau]

Take two: An EU recharging and refuelling network for net zero

A 2014 directive failed to spur new alternative fuel infrastructure. The European Commission has now proposed a more prescriptive regulation.

www.energymonitor.ai

 

[petit_bateau]

If this trend continues then maybe the methanol pathway will win over the ammonia pathway for marine diesel. This happens be another (?) 20MW lift vessel

Wärtsilä Methanol Engines to Power Van Oord Mega Jack-Up

Finnish technology group Wärtsilä has received its first order for newbuild methanol-fuelled engines. A new Offshore Wind Installation Vessel (WIV) being built for Dutch contracting company Van Oord at Yantai CIMC Raffles shipyard in China will be powered by five Wärtsilä 32 engines capable of...

www.offshorewind.biz

 

[petit_bateau]

Russian small modular (nuclear) reactor (SMR) of 35MW gets go-ahead

Deal signed for nuclear to power Russian gold mine : New Nuclear - World Nuclear News

The agreement signed by Rusatom Overseas and Seligdar covers the supply and consumption of energy from a small modular reactor nuclear power plant to develop the Kyuchus gold deposit in northeast Russia's Republic of Sakha (Yakutia).

www.world-nuclear-news.org

EU energy taxonomies dogfight continues

EU plan to label gas and nuclear as green could mislead investors, advisers say

The European Union's draft plan to label gas and nuclear plants as green investments risks causing confusion and misstated financial disclosures, expert advisers to the bloc said amid criticism of the proposal from some lawmakers and nations.

www.reuters.com

 

[petit_bateau]

Magna 4x4 powertrain ... in 2025

Magna 4x4 EV powertrain coming in 2025 | Automotive Powertrain Technology International

www.enginetechnologyinternational.com

300 Chinese BEV startups

CWIEME Berlin | 14-16 May 2024 | Messe Berlin | CWIEME Berlin

CWIEME Berlin leads the electrical engineering revolution, uniting global coil winding, transformer, electric motor, generator & e-mobility supply chains.

www.coilwindingexpo.com

China unkeen on disruptions to normal life

Low-carbon ambitions must not interfere with ‘normal life’, says Xi Jinping

President signals more cautious approach to climate crisis and says China must ‘overcome notion of rapid success’

www.theguardian.com

Climate change is already increasing refugee flows .... architectural responses

A £300 monsoon-busting home: the Bangladeshi architect fighting extreme weather

From a mosque that breathes to innovative bamboo houses, Marina Tabassum has won the prestigious Soane medal for her humanitarian buildings

www.theguardian.com

more detail

Khudi Bari - Marina Tabassum Architects

Manchin (deservedly imho) getting flak

‘He’s a villain’: Joe Manchin attracts global anger over climate crisis

The West Virginia senator’s name is reviled on the streets of Bangladesh and other countries facing climate disaster as he blocks Biden’s effort to curb planet-heating gases

www.theguardian.com

Russia/Ukraine - author reckons the West has swallowed the bait, problem is that giving it a good ignoring isn't sensible either

Has the West fallen for Putin’s tricks in Ukraine? | Keir Giles

Russia wants to see Nato rolled back – and Ukraine is far from its only pawn in the game, says Keir Giles of Chatham House

www.theguardian.com

Russia/Ukraine - gas supply assurance stuff, inconclusive volumes imho
Biden threatens Putin with personal sanctions if Russia invades Ukraine

US in talks with Qatar over supplying LNG to EU: Reports

Sources say US move comes after Russia, largest provider of energy to the EU, massed troops on the Ukrainian border.

www.aljazeera.com

Biden Officials Talking to Qatar About Supplying Gas to Europe

Biden administration officials have been talking with Qatar about possibly supplying Europe with liquefied natural gas if a Russian invasion of Ukraine leads to shortages, according to people familiar with the matter.

www.bloomberg.com

LG Chem storage

Burns & McDonnell completes 60 MWh energy storage project in West Texas

Engineering consulting firm Burns & McDonnell completed construction of three 10-MW/20-MWh lithium-ion battery energy storage systems in West Texas.

www.renewableenergyworld.com

Rather exciting rotor-nacelle-assembly (RNA) dismount ....

UK Bankrolls Self-Installing Floating Offshore Wind Project

The UK’s Department for Business, Energy, and Industrial Strategy (BEIS) has granted GBP 10 million to technology partners - SENSEWind, Glosten, and Subsea Micropiles, and six delivery partners to design and construct a SENSE PelaStar floating wind turbine demonstrator off the coast of Scotland.

www.offshorewind.biz

Offshore charge hub

World's First Full-Scale Offshore Vessel Charger to Launch This Year

Maersk Supply Service and Ørsted plan to launch the world’s first full-scale offshore charging station for vessels, at an offshore wind farm, in the third quarter of 2022.

www.offshorewind.biz

 

[petit_bateau]

some thanks JohnKempReuters

U.S., Qatar to discuss energy security during emir's Washington visit

Qatar's ruling emir will hold talks with U.S. President Joe Biden at the White House on Jan. 31 on a range of issues that will include global energy security, the White House said on Tuesday, amid concerns about gas supplies to Europe.

www.reuters.com

Stand-alone natural gas wells driving new growth in Saudi Arabia’s natural gas production - U.S. Energy Information Administration (EIA)

www.eia.gov

this one is interesting - personally I am alert for the possibility that wind/solar cost reductions will level off at some point

Buffeted by higher costs, wind turbine maker Vestas to raise prices

Denmark's Vestas warned on Wednesday it would have to raise prices for its wind turbines due to higher raw material and transport costs, clouding its prospects for this year despite strong demand.

www.reuters.com

 

[ItsNotAboutTheMoney]

Offshore charge hub

World's First Full-Scale Offshore Vessel Charger to Launch This Year

Maersk Supply Service and Ørsted plan to launch the world’s first full-scale offshore charging station for vessels, at an offshore wind farm, in the third quarter of 2022.

www.offshorewind.biz

Note that although it will be powerful enough to charge ship batteries, this will also be able to provide power to ships that would be idling offshore when previously they could only get shore power.

Can you please post these in applicable threads. There's already threads for wind, solar and other energy sectors.

 

[petit_bateau]

Can you please post these in applicable threads. There's already threads for wind, solar and other energy sectors.

I'd rather keep daily news/analysis offerings in one place thank you. And I was asked that it be here.

 

[ItsNotAboutTheMoney]

I'd rather keep daily news/analysis offerings in one place thank you. And I was asked that it be here.

You were asked to move it out of investment threads.

 

[petit_bateau]

US wrt Ukraine

Background Press Call by Senior Administration Officials on Russia Ukraine Economic Deterrence Measures | The White House

Via Teleconference 8:41 A.M. EST MODERATOR: Thanks, everyone, for joining us this morning. Just a quick intro at the top, and then I’ll turn it over to our speakers. So, the call today is about our ongoing efforts to answer questions on the severe economic costs the U.S. will impose on Russia...

www.whitehouse.gov

 

[petit_bateau]

leaving aside the obvious big news of the Tesla Q4 earnings call.....

Jack-Up That Lifts Feeder Barge Out of Water Offers Jones Act Solution - Video

American Bureau of Shipping (ABS) has granted Approval in Principle (AIP) to a coordinated design for a wind turbine installation vessel (WTIV) in conjunction with the BargeRack feeder barge system by Friede and Goldman (F&G).

www.offshorewind.biz

Ministers invest £100m in EDF’s £20bn Sizewell C nuclear power station

Government’s cash injection is designed to ‘maximise investor confidence’ while the company courts private investors

www.theguardian.com

UK car production slumps to lowest level since 1956

The SMMT said 2021 was ‘a dismal year’, with output down by more than a third on 2019

www.theguardian.com

Russian gas supply halt would deal EU economic hit -report

The European Union could cope with a short term halt to all Russian gas imports but doing so would have "profound economic consequences" and require emergency measures to curb demand, according to analysis by the think tank Bruegel.

www.reuters.com

EXCLUSIVE Qatar could reroute some gas to Europe with U.S. mediation - source

Qatar will need help from the United States to persuade Doha's natural gas buyers to reroute some supplies to Europe in case a Russia-Ukraine conflict disrupts Russian deliveries to the continent, a source familiar with the discussions said.

www.reuters.com

Texas’ Big Freeze: The 2021 Power Crisis and the Lessons Learned One Year Later​

Texas’ Big Freeze: The 2021 Power Crisis and the Lessons Learned One Year Later

What has changed in the Lone Star State since the lethal Winter Storm Uri struck? Are recent improvements enough to keep the grid humming through a similar disaster?

www.tdworld.com

The Netherlands opens the door to new nuclear with €5bn

The new Dutch government's coalition agreement includes a proposal to construct two new nuclear power plants.

www.energymonitor.ai

Is 1.5 degrees possible without rich countries reaching net zero before 2050?

A report from Norwegian company DNV would see rich countries decarbonise by 2042. Many companies have also pledged for net zero by 2040.

www.energymonitor.ai

 

[petit_bateau]

Indonesia is also a source of raw materials for lithium batteries, so this particular ongoing story has multiple implications

Indonesia's restrictions on commodities rattle markets, more moves likely

In just the first month of this year, Indonesian policymakers have rattled global markets with restrictions on some of its biggest commodities exports - and more such moves are in the works.

www.reuters.com

China's 2022 crude imports seen rebounding on new refineries, inventory refill

China's crude oil imports could rebound by 6-7% this year, reversing 2021's rare decline as buyers step up purchases for new refining units and to replenish low inventories, analysts and oil company officials said.

www.reuters.com

There are a lot of these sorts of people and groupings around, in many countries

Party within a party: who are the Net Zero Scrutiny Group, and what do they want?

The Net Zero Scrutiny Group is pushing for the expansion of domestic fossil fuels

yorkshirebylines.co.uk

US and Germany step up pipeline warnings to Russia as UN meeting called

Hopes continue for diplomatic solution to Ukraine standoff but Berlin swings behind Washington’s threat on Nord Stream 2

www.theguardian.com

Global economy at the start of 2022, Selected indicators, JOHN KEMP, REUTERS, 26 Jan 2022

https://fingfx.thomsonreuters.com/gfx/ce/jnvwelgbbvw/GLOBAL%20ECONOMIC%20INDICATORS%20(JAN%202022).pdf

 

[petit_bateau]

[US] Report Highlights Growing Interest in EVs, Notable Barriers for Uninterested Consumers
National survey examines interests, experiences and concerns for both current owners and non-adopters of electric vehicles.

Report Highlights Growing Interest in EVs, Notable Barriers for Uninterested Consumers

National survey examines interests, experiences and concerns for both current owners and non-adopters of electric vehicles.

www.tdworld.com

 

[petit_bateau]

Oil prices and calendar spreads Selected indicators JOHN KEMP REUTERS 28 Jan 2022

= he expects it to go higher

https://fingfx.thomsonreuters.com/gfx/ce/akpeznqebvr/OIL%20OVERHEATING.pdf

 

[petit_bateau]

Don't expect a reduction in aviation fuel use anytime soon, whether for people

Ryanair prepares price cuts as it warns of ‘hugely uncertain’ financial outlook

Irish airline made loss of €96m in last three months of 2021 but plans more flights than before pandemic

www.theguardian.com

or freight

The scramble for cargo aircraft as shipping costs soar

Cargo aircraft are being rushed into service amid a worldwide shortage in shipping capacity.

www.bbc.co.uk

US GoM lease shocker

Offshore Wind Hailed as US Court Vacates Gulf of Mexico Oil & Gas Lease Sale Decision

The District Court in Washington, D.C., has vacated the Department of Interior's (DOI) decision to hold an offshore oil and gas lease sale following a lawsuit filed by four environmental groups, which argued that the environmental analysis that the administration relied on to hold the sale was...

www.offshorewind.biz

OPEC and global oil to increase

EIA forecasts OPEC production will grow in 2022 despite recent production outages in Libya - U.S. Energy Information Administration (EIA)

www.eia.gov

UK householders suffer rising bills

Fixing the UK’s broken energy market

Regulations meant to ensure low energy prices have trapped utilities in a death spiral. The energy transition could offer a way out.

www.energymonitor.ai

whilst perhaps some EU ones suffer less

As UK households feel pressure, how are other European countries tackling energy crisis?

Many European countries are a step ahead of the British government, which has yet to announce plans to help homes facing annual bills of almost £2,000

www.theguardian.com

Peabody coal mis-reports emissions, no sh1t sherlock

Australian regulator finds large-scale emissions misreporting by coalminer Peabody

US giant agrees to hire auditors after calculation errors, poor record-keeping and inconsistent data collection discovered

www.theguardian.com

LNG not as quiet as hoped

Relaxed no more: Asia LNG market frets on cold snap, Ukraine: Russell

The worst fears of Asia's liquefied natural gas (LNG) markets for a shortage over winter failed to materialise, but the subsequent feeling of comfort may be about to come to an end.

www.reuters.com

world EV sales up

World EV Sales — Tesla Model 3 Wins 4th Consecutive Best Seller Title!

After a strong start of the year, the second half of 2021 brought a record fest for world EV sales, with 3 record months in the last 4 setting new sales records.

cleantechnica.com

 

[petit_bateau]

Earlier this month, China’s Experimental Advanced Superconducting Tokamak (EAST) reactor eclipsed previous records by sustaining a high plasma temperature for minutes (1,056 seconds). It reached two milestones: a one-million-ampere current and a 1,000-second duration 100-million-degree temperature (that is five times hotter than the sun).

Can nuclear fusion power the race to net zero?

After a few recent breakthroughs, will nuclear fusion arrive in time to help the world reach net zero and fully decarbonise by 2050?

www.energymonitor.ai

 

[petit_bateau]

More stuff to hit out there

Rudderless Cargo Ship Drifts Around Dutch Offshore Wind Farm, Hits Platform Foundation

A rudderless cargo ship is drifting around the Hollandse Kust Zuid offshore wind farm in the Dutch North Sea following a collision with an oil and chemicals tanker in heavy seas in the anchorage area near IJmuiden on Monday, 31 January, the Dutch Coastguard said.

www.offshorewind.biz

It is always interesting to watch legacy grid people start reporting on solar & storage

Is Residential Storage Worth It?

The downside of each installation is the influx of solar hucksters going door to door peddling solar deals.

www.tdworld.com

Plans plans plans

Explainer: Can Qatari gas offset disruptions to Russian supply in Europe?

The United States, the world's top natural gas producer, has asked Qatar and other major energy producers to divert gas supplies to Europe if Russia attacks Ukraine and the United States imposes sanctions on Russia.

www.reuters.com

Keep your friends close and your enemies closer

A new Tory faction is ‘scrutinising’ net zero – with tactics learned from Brexit | Eleanor Salter

The Net Zero Scrutiny Group is blaming the cost-of-living crisis on green policies. Its potential influence shouldn’t be ignored, says climate writer Eleanor Salter

www.theguardian.com

 

[petit_bateau]

Chinese nuclear tries yet again in Argentina (who are always trying to get their nuclear programme going again)

China inks $8 bln nuclear power plant deal in Argentina

State-owned China National Nuclear Corp (CNNC) has signed a contract in Argentina to build the $8 billion Atucha III nuclear power plant using China's Hualong One technology, reviving a deal that had been stalled for years.

www.reuters.com

Because everything has to come with hydrogen these days

Atlantique Offshore Energy Unveils Hydrogen-Powered Offshore Substation

Atlantique Offshore Energy has launched the commercialization of what the French company calls a solution to support the decarbonization of electrical offshore substations.

www.offshorewind.biz

Loose ship corralled

On-The-Loose Ship Which Hit HKZ OSS Foundation Now Under Tow to Port of Rotterdam

The rudderless cargo ship Julietta D that broke loose off the Dutch coast has been salvaged by Boskalis, the company reported on 1 February.

www.offshorewind.biz

European gas eases (Reuters)

https://fingfx.thomsonreuters.com/gfx/ce/xmvjojrmqpr/EUROPE%20TEMPERATURES%20AND%20GAS%20INVENTORIES.pdf

Another very big subsea cable (Greece - Cyprus - Israel - 1GW)

Ed's note: Why the EuroAsia Interconnector is important | Smart Energy International

Editor Areti Ntaradimou explains why the EuroAsia Interconnector is an important milestone for the countries involved and the EU.

www.smart-energy.com

[US] solar industry woes (rather depends on whether one is a manufacturer or an installer)

Utility scale solar deployments could fall farther behind estimates

The sector is a focus of ongoing trade disputes between Washington and Beijing.

www.renewableenergyworld.com