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Critical Minerals

X-Raying the Reality and Origin of a Hollow Phrase: ‘Energy Transition’

December 7, 2023 Mariel Alumit

It is often useful to contrast rhetoric with reality. The phrase, an “energy transition,” the goal to replace hydrocarbons, has origins that trace back to a 1977 speech by President Jimmy Carter. It was an “address to […]

floating LNG project
International News

Nigeria’s NNPC teams up with China’s Wison on floating LNG project

December 7, 2023 Mariel Alumit

State-run Nigerian National Petroleum Corp is joining forces with China’s Wison to develop a floating LNG production project in Nigeria. According to a statement by NNPC, the company signed a memorandum of understanding with Wison […]

China
LNG

China boosts gas imports in November

December 7, 2023 Mariel Alumit

China’s natural gas imports, including pipeline gas and LNG, rose in November compared to the same month last year, according to customs data. Natural gas imports during the last month reached about 10.95 million tonnes, […]

China
Exports

Plans for Nuclear-Powered 24,000 TEU Containership Unveiled in China

December 6, 2023 Mariel Alumit

China State Shipbuilding Corporation (CSSC) has unveiled plans for what could potentially become the world’s largest nuclear-powered containership. Plans for the 24,000-TEU-class ship was unveiled Tuesday at Marintec China expo in Shanghai. The vessel will […]

Hyundai Glovis
LNG

Seaspan, Hyundai Glovis order LNG-powered PCTCs in China

December 6, 2023 Stu Turley

Seaspan and Hyundai Glovis joined forces to order six large LNG dual-fuel pure car and truck carriers from China’s Shanghai Waigaoqiao Shipbuilding (SWS). The deal for the PCTCs with a capacity of 10,800 ceu also […]

Cop circus
International News

22 Countries, Including U.S., Pledge to Triple Nuclear Power Capacity

December 5, 2023 Mariel Alumit

The U.S. and 21 other countries have said they want to triple the global generation capacity of nuclear power by mid-century. The pledge, announced Dec. 2 at the United Nations’ COP28 climate summit in Dubai […]

Big Oil Companies

Daily Energy Standup Episode #263 – Opt-Outs, Copper Surges, EV Challenges, and Global Transition Struggles

December 5, 2023 Andy Del Prado

Daily Standup Top Stories Chevron, Exxon opt out of funding COP28 methane-reduction fund December 4, 2023 Mariel Alumit (Bloomberg) — Six major oil companies each contributed tens of millions of dollars to a grant fund meant […]

Energy
Coal

The Dangerous Futility of the Energy Transition in a Single Graphic

December 4, 2023 Mariel Alumit

During the 1980s-2000s, the U.S. and Europe intentionally transferred their manufacturing and industrial sectors to China. Since 2015, we have been intentionally transferring our energy security to China. The chart below illustrates the utter futility […]

Finance

The Critical Minerals to China, EU, and U.S. National Security

December 4, 2023 Stu Turley

The Critical Minerals to China, EU, and U.S. Security Governments formulate lists of critical minerals according to their industrial requirements and strategic evaluations of supply risks. Over the last decade, minerals like nickel, copper, and […]

Critical Minerals

Daily Energy Standup Episode #262 – New York Crisis, EPA’s Methane Rule, COP28 Controversies, Russia’s LNG Rise, and OPEC+ Cuts Extension

December 4, 2023 Andy Del Prado

Daily Standup Top Stories New York’s Near Zombie Apocalypse December 2, 2023 Stu Turley Imagine if nearly half of New York City lost heat for months during the winter. That’s not the plot of a new […]

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