Democracy Alliance Ends; Who Will Replace UK's Partner?
Well, I for one am sad to see the end to a global alliance underpinned by a shared belief that democracy is worth defending. Which country do you expect will take the place of our special relationship with the UK? Hungary Russia N. Korea One of the Gulf Coast Countries (S.A., UAE, Qatar...)
Prioritize Flexible, Low‑value Loads over Datacenter Demand
I completely understand why grid operators want datacenters to operate flexibly. BUT....their use of each MWh is very valuable (well, at least I hope it's valuable someday). So shouldn't we be looking for flexibility from less-valuable uses of electricity...
Austin's Public Art Boosts City Beauty and Value
I know people think that pushing for a bunch of ugly buildings is fiscally responsible, but I for one applaud Austin's commitment to art in public places. I believe public art -- even if *you* don't like every installation-- enhances beauty,...
War Boosts Russia, Iran, Texas Oil; U.S. Stumbles
It looks like the war's winners so far are Russia, Iran and Texas oil & gas exporters... Russia benefits from high prices, waived sanctions, and a distracted world. Iran benefits from high prices, waived sanctions, and the realization (by them and...
Buc‑ee’s EV Tour Highlights Need for Texas Expansion
100% Last year I did a Buc-ee's EV tour of the Texas Triangle and it was great. There are 2 Buc-ee's with superchargers on each leg of the interstates between Austin-Houston-Dallas-Austin. Seamless road trip. Now we just need Buc-ee's to expand...
Follow
Y'all...@gbrew24 is smart on the topics the world is grappling with right now. Please buy his books and give him a follow.
Oil’s Strategic Value Remains High Amid Iran Shift
Strategic and economic value of oil and gas are still high...in case anyone thought they weren't.
Trump's Jones Act Waiver Aims to Lower Fuel Costs
This is a reasonable policy move by Trump, but it would be an *AWESOME* policy move if the Jones Act is waived/eliminated permanently.
Energy’s Oil Spills Expose Reckless, Profit‑driven Drilling
Fascinating that the way @energy elects to show oil is with it leaking out of its containers and spilling over ground in what would certainly induce all sorts of fines.
Waymo Buses Double School Bus Passes Despite Superior Safety
TBH, the fact that Waymos pass school buses 2x as often as human drivers really surprised me given how much better/safer they are for every other important category. Seems like something @Waymo should fix ASAP.
Strait Closure Likely if Conflict with Iran Escalates
Closure of the strait is one of the most obvious possible consequences of conflict with Iran...
Energy Efficiency and Domestic Production Boost U.S. Resilience
Summary of my argument: "Decades of investment in efficiency, domestic production, and renewable energy have made the U.S. economy far more resilient to global shocks." Therefore, let's keep implementing those energy policies --now is the worst time to give up on efficiency,...
Seizing Whole Oil Tankers Raises Serious Questions
Does this strike anybody as weird that we are just seizing entire ships of oil?
Trump’s Flawed Math Inflates Refinery Value Absurdly
Here is the Trump Administration's math: Over 30 years the refinery will buy $125B of shale oil and sell $175B of refined products, therefore it's worth $300B. LOL. That is like saying my house is worth $22+ million based on 30...
30 Billion Barrels Ready to Counter Hormuz Price Spike
Awesome. This is exactly the policy we need. By my analysis, we can get these 30 billion barrels of refined petroleum products to market in the next few days, which will really help mitigate the price spikes from the closure of...
New Brownsville Refinery Not $300 Billion, Permits Approved June
Clearly truth and facts don't matter to a lot of people, but the level of disinformation about the new refinery in Brownsville by @realDonaldTrump @JohnCornyn @PressSec @SecretaryWright @energy @SecretaryBurgum is really stunning. It's not a $300 billion refinery. The developers announced in...
$3 Billion Refinery Approved Under Biden, Not $300 B
What's interesting about this is that it's a $3 billion (not $300 billion) refinery that got its permits in 2024 during the Biden Administration. https://t.co/RRuBFYg9rk
Certain States Build Economies Resilient to Supply Shocks
It's almost as if some states designed their economies to be more resilient to supply disruptions.
Gold Isn’t a Critical Mineral for Defense or Energy Transition
I've been on the topic of critical minerals for 15 years and I have never heard gold referred to as a critical mineral. Gold is certainly valuable, but not critical to defense technologies, energy transition, or anything else that would elevate...
Obama Era Launched U.S. Oil Export Era
Oil and gas exports were first initiated after decades of imports in the Obama administration...
Reservoirs Face 6‑12‑Month Failure Risk Before Upgrade
"There is a 6- to 12-month window of extreme vulnerability where the reservoirs could fail before the new infrastructure is online."
California's High Fuel Prices Soften Price Shock Impact
One advantage for California already having high gasoline and diesel prices is that the price shocks are less shocking.
All Major Energy Prices up Year‑over‑year
What’s interesting about this is that electricity, gas, oil, jet fuel and gasoline prices are all higher today than a year ago.
Trump Pushes Taxpayer Subsidies for Global Oil Industry
"OUR newfound oil in Venezuela" Also, President Trump very clearly calling for taxpayers to subsidize the global oil and gas industry by providing insurance, financial support, security escorts, etc. Fascinating.
Electricity Use per Capita Mirrors Wealth and Modernity
It's worth keeping in mind that this chart shows electricity consumption per capita, which has much better correlation with wealth than "primary energy". Electricity consumption is more closely-tied to the markers of modernity (access to IT, A/C, refrigeration, water treatment...)...
LNG Export Permits Strengthen U.S. Industry and European Security
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
U.S. Tops Global Oil, Gas Production Under Biden
What's interesting about this is that the U.S. led the world in oil and natural gas production during the Biden Administration, too.
Floating Nuclear Plants May Beat Shore Power in Cost, Speed
I think this is a great idea. I wrote a piece on floating nuclear for @ASMEdotorg @MEngineeringMag last September. Floating nuclear drives up costs on one hand (you have to build the ship and the power plant) but saves...
Falling Gas Prices Save Combustion Drivers $700, EV Costs $290
Lower gasoline costs will save money for those who drive cars w/ outdated combustion-powered drivetrains (more than $700/household according to this post). As a separate data point I will spend ~$290 this year to charge my electric vehicle (8000 miles, 0.3...
Weaponizing Tariffs Invites Expectations to Weaponize Energy
This is what happens when you weaponize tariffs and international alliances: people will assume you would also weaponize energy exports.
US Army Flew Active Nuclear Reactors in 1950s
The @USArmy started a nuclear aviation program in 1946 and in the 1950s test flights were conducted with active nuclear reactors on board. https://t.co/Sxm4F60zEL