Arjun…..where might we look for “stranded” assets / assets that could be resuscitated in a SuperSpike world? We all laughed at the TMS back in the day, for example….but people gave it value in 2013! What is Floyd Wilson up to these days? :-)
Great post Arjun! We just hosted an industry event with Mr. Simpson in attendance. Would like to gauge your interest for next year...prob best offline. Thx.
Great post. Good to call out the industry on methane as well as flag natural gas as being a huge boon to reducing carbon. But please Mr. Murti, if you have not done so already, emphasize the central role that nuclear needs to play in reducing carbon emissions. That Germany would keep shuttering its nuclear fleet absolutely boggles the mind. Indeed Germany’s transition to renewables should be one hell of a cautionary tale (pre-Ukraine), i.e., burning more coal, rising prices, less resilient grid and geopolitical vulnerability. It makes one wonder if the Green Party is run by 12 year olds or complete fanatics. California is blindly going down the same path because, well the lost souls out here seem to need a new god.
Q: What was that line about “streaming” referring to?
Regarding the Trudeau govt, they currently have an arrangement with the NDP to keep them in power until 2025. The Conservatives in my opinion will have to find a way to get back to appealing to centrists if they want a good chance of supplanting the Liberals. Part of which means abandoning their short-sighted anti-climate orientation.
Also, how does a potential recession and fast EV uptake impact future oil demand? My base case is that we’ve hit a long-term plateau based on low economic growth and rapid EV sales growth.
This is sobering and correct imo
https://openinsights.substack.com/p/the-energy-shortage-is-about-to-get?r=37dyt&utm_medium=ios
Thank you for the nice salute, jon brumley
Another great post
Arjun…..where might we look for “stranded” assets / assets that could be resuscitated in a SuperSpike world? We all laughed at the TMS back in the day, for example….but people gave it value in 2013! What is Floyd Wilson up to these days? :-)
Great post Arjun! We just hosted an industry event with Mr. Simpson in attendance. Would like to gauge your interest for next year...prob best offline. Thx.
Great post. Good to call out the industry on methane as well as flag natural gas as being a huge boon to reducing carbon. But please Mr. Murti, if you have not done so already, emphasize the central role that nuclear needs to play in reducing carbon emissions. That Germany would keep shuttering its nuclear fleet absolutely boggles the mind. Indeed Germany’s transition to renewables should be one hell of a cautionary tale (pre-Ukraine), i.e., burning more coal, rising prices, less resilient grid and geopolitical vulnerability. It makes one wonder if the Green Party is run by 12 year olds or complete fanatics. California is blindly going down the same path because, well the lost souls out here seem to need a new god.
Very interesting post. Thank you.
Q: What was that line about “streaming” referring to?
Regarding the Trudeau govt, they currently have an arrangement with the NDP to keep them in power until 2025. The Conservatives in my opinion will have to find a way to get back to appealing to centrists if they want a good chance of supplanting the Liberals. Part of which means abandoning their short-sighted anti-climate orientation.
Also, how does a potential recession and fast EV uptake impact future oil demand? My base case is that we’ve hit a long-term plateau based on low economic growth and rapid EV sales growth.