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(Sorry about yesterday. Internet is seriously pants here. Anyway gives me an excuse to go get an ice cream at the cafe in town :) )

Brent $106/bbl

Subsidy-free offshore wind install ongoing of NL

Barges are the test load ! (fault identified)

Offshore floating foundations under tow

Offshore Japan pre-assembly

Cons broke UK insulation, never fixed it

NY transmission is go

Closed loop hydrogen for the believers

Europe prices still high

Russian coal ban report

Everybody wants offshore wind

Ukraine still wants renewables

US nuclear share steady

US nuclear subsidies seemingly endless
and
 

Fairly significant lithium battery factory announced down in the Imperial Valley of CA. 54 gwh is sizable. It's new and not tied to anything else I've seen so I think that's important. It seems to be trying to utilize local lithium sources (good) in a new process (bad) so we'll see what happens. 10 announcements like this in the USA this year would put us at an ability to deliver batteries for 10 million vehicles a year in the USA. At that point we'd be replacing a huge chunk of our ICE fleet and a giant ding into petro resources every year.
 
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Brent 107/bbl

Adamas rare earth magnets report to 2035 (consumption up 18% last year, projected 8.6% CAGR, which seems low to me)

Moss Landing battery operational

US interconnect queues growing (have they got the decimal point in the right place ?)

Two bladers ride again, now floating offshore, always coming tomorrow (long history)

Total for 9GW offshore Brazil

USA-EU defence talks, first time non-NATO

.... and Tesla quarterlies coming this evening
 
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Brent $107/bbl

All not well at Siemens Gamesa

US renewables doing well

Phillipines has 21GW potential for 2040, offshore

Denmark to accelerate energy islands
 
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Brent crude $107, not sure which markets are open today

Wowsers, 133GW submitted offshore Brazil

Taiwan offshore first power

Europe offshore on a roll

National Grid wants to be good one day in the distant future, 2050

EDIT, some more that just came over my desk

Coal, is it a worry ?

Germany hybrids included

Are sustainable aviation fuels an oxymoron ?

Venezuelan implications

KSA implications
 
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Brent $106 falling slowly

US EIA says China does gas

UK shops limit cooking oil (my guys used to run their diesels on this stuff)

Indonesia bans palm oil exports

EU still yacking over Russia oil ban

First Med offshore running in Italy

No brainers - use power plant sites for batteries

US nat gas wakes up

China wind is big

(not sure if I can post tomorrow, will depend on things)
 
The demand for cooking oil is interesting and specialty traders will be going crazy. It is this sort of tightness in food supplies that triggered unrest in the middle east triggering arab spring revolts. Now Indonesia has banned palm oil exports. Cooking oil has been a limiting factor since the 20s. In WWII it was the commodity in shortest supply during the siege of Malta.
 
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Brent $102/bbl

Everyone wants big ones, 15MW is the new minimum

Taiwan does big blades

China covid worries for commodities

Money money money, makes the Russia-India coking world go round

Everything you wanted to know about CCGT but were embarassed to ask

EU market structure : where is the price signal ?

Hope is not a strategy, except in UK politics

Shock horror, Gulf states might not be serious about climate change

Another CEO, another voice in the USA-China solar dumping melee

California hits 97% renewables

China approves another 6 nukes

Ooooh.... and 6 nukes offered to POland

Lots more Small Modular Reactors

IEA makes Belgian point over nuclear

How to make expensive stuff into even more expensive hopium

Nuclear jam Rolls tomorrow (2029) .... by the way at 470MW these things aren't that small

Oh, and Twitter accepts Musk's offer
 
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Brent $105/bbl

Russia halts gas supplies to Poland and Bulgaria

... but Bulgaria about to open new gas supply line via Greece from Azerbaijan

... and Poland-Norway gas line is in (very rapid) construction restart

... some other takes on this

... Germany says their Russian gas is good (for now)

A couple of Russian refineries may change hands, Italy & Germany

... not linked to this of course

World Bank says global implications

I guess recraning is a thing

Interconnectors are go

Renewables to double, no sh1t Sherlock

Oh, and in another completely unexpected move, India may do more coal (/s)

This RUSI paper may interest some
 
for some reason Hungary seems to be getting EU attention, sans gloves, can't think why
 
Brent $105/bbl

It is all as clear as mud regarding who is in full compliance with the EU sanctions, who has caved in to Russia, and who hasn't caved in but is not (yet) being punished by Russia. A key issue is which exchange rate gets used, as the (high) official one is a fictitious one. This is all delicately skirted around in the various articlrs I've been reading. This is the EU statement as related by the Guardian, but this contradicts the various news reports I cited yesterday which had Uniper etc paying into linked Gazprombank accounts and using the 'official' Russian exchange rate.
-----
3h ago : 12.04
The European Union will consider energy companies complying with Moscow’s requirement to open a second account, with Gazprombank in roubles, as a violation of sanctions against Russia, EU officials warned. The EU “cannot accept” that payments in euros for Russian gas are considered completed by Moscow only after they are converted into roubles, the official said.

The EU official said: If companies pay in euros, they are not in breach of the sanctions. What we cannot accept is that companies are obliged to open a second account and that between the first and second account, the amount in euros is in the full hands of the Russian authorities and the Russian Central Bank, and that the payment is only complete when it is converted into roubles.

Such a system was an “absolutely clear circumvention of the sanctions”, the official added. There is “consensus on this from all member states, is that none is willing to pay” in roubles, a senior EU official said.

(a link is German and Austrian energy firms seek to meet Putin’s terms for gas payments but it seems not to have the full text above)
--------

Speaking of Ukraine, 155mm arriving

What next after Russian gas cuts ?

Carbon capture - let's pretend a little longer

Carbon capture - money talks

French holding pattern
and

Extend & pretend by companies in the greenwash space

How bad is the UK's energy sector industrial strategy

DEvelopers head down under

Indian power cuts are now, (sshh don't mention climate change, they're pivoting to coal)

Reuters sorta notices Tesla
 
Brent $106/BBL

EU clarity lacking, many stories abound as to who & how & whether to comply with EU/Russia sanctions re gas/oil
and flows appear to have gone to zero on Wednesday
(they may since have gone back up)
(that pipeline also is used for transit to beyond Poland on occasion, but these days has generally been in reverse flow at the German border due to Nordstream 1)
the Commission is adamant, comply with the sanctions

But effects on EU growth already apparent

EU debate over energy markets, Commission response (worth reading slowly with a cold beer)

pssst, anybody want Russian oil assets cheap ?

Thermovoltaic cells at n=40%

Battery passports coming

This is what an offshore wind 'node' platform looks like for 900MW

Longer term offshore wind scenarios, UK style

Chap called Musk sold a load of TSLA shares

Pathways to deselecting Russia as a UN P5 member, mostly debated by right wing nut jobs (aka Murricans) but interesting nonetheless, Winds Of Change indeed
 
(delayed 1 May holiday taking place in much of the world today)

Nigeria-Morocco-Spain gas pipeline proceeds to FEED, don't hold your breath (but would be cracking good news: the flaring in Nigeria is bad)

RAND reckons Russia not after the gas (just the grain & the tractors)

Everybody wants a nuclear extension, devil is always in the safety case details

High prices are good for (us)

Estonia offshore
 
Brent crude $104 steady

Germany close to agreeing EU oil sanctions, exemptions for Hungary and Czech
and no dodging the financial sanctions either
or

India in trouble
.... global warming consequences will look like a lot more of this sort of thing

Big toys for testing, shiny shiny

China biggest LNG importer

endex nearing for Iran nuclear talks

LNG prices .....

One word : heat pumps

The normal confusion of journos between #s of models, and actual #s produced
 
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