Reuters Reports on Recent China, India Coal Projections
The episode reviews recent Reuters reports on coal outlooks for China and India, highlighting projections from the China Coal Transportation and Distribution Association and a NITI Aayog study. In China, output is expected to edge up modestly in 2026 while imports may fall due to tighter supply from Indonesia and narrowed arbitrage opportunities, though analysts suggest imports could stay flat. India’s coal consumption is projected to double by 2050, driven by heavy reliance on coal for electricity and industrial demand, with capacity expansions planned despite a gradual shift toward flexible, backup plant use. The discussion adds commentary from The Coal Trader, questioning the optimism of Chinese growth forecasts and emphasizing the persistent role of coal in both markets.
Lingering Storm Impact Still Visible in Latest US Weekly Oil Figures
The episode examines the latest U.S. weekly oil inventory data, highlighting how the lingering effects of a recent storm continue to distort supply figures. Analysts discuss the discrepancy between reported crude builds and actual market conditions, noting that refinery outages...
Unjust Energy Transition? Challenging the Critical Mineral Rush
London Mining Network is hosting an interactive workshop titled "Unjust Energy Transition? Challenging the Critical Mineral Rush" on Feb 22, 2026 in London. The event critiques the global surge in critical mineral extraction—lithium, copper, etc.—as a cornerstone of the green...
US Policy in Latin America - 11 February 2026
The episode focuses on Venezuela, with a deep dive into its energy sector and the geopolitical implications for U.S. policy in Latin America. It also touches on related developments in Cuba, Argentina, and the strategic role of El Paso as a...
The BESS Deployment Gap: Structural Barriers in Eastern U.S. Markets
Battery Energy Storage System (BESS) deployment in the United States is heavily skewed toward California and Texas, where utility‑scale storage now exceeds 20 GW. Eastern RTOs such as PJM, MISO and SPP lag behind, not because of technology limits but due...
Thermal (and Industrial) Coal Update - 10 Feb
In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal...
North American Oil Data Deck (February 2026)
The February 2026 North American Oil Data Deck reveals that petroleum liquids output hit a record 31.4 million barrels per day, driven by a surge in Canadian production that more than compensated for flat U.S. and Mexican output. Meanwhile, continental...
DOE Launches Initiatives to Produce Uranium Fuel
The U.S. Department of Energy is reviving uranium recovery at the Savannah River Site’s H‑Canyon plant to down‑blend highly enriched uranium into roughly 19 metric tons of high‑assay low‑enriched uranium (HALEU) for advanced reactors. A parallel $19 million grant program funds...
Free Webinar: Venezuela’s Oil Industry
In this free webinar, host Doug Garber brings together oil market veteran Paul Sankey and AlphaSense researcher Xavier Smith to dissect the current state of Venezuela’s oil sector. They explore the country’s production potential, the political and operational barriers that...
Germany Puts Wind, Solar on the Hook for Grid Connections
The episode examines a draft German law that would require wind and solar developers to cover the costs of connecting their projects to the electricity grid, a move prompted by a surge of connection requests, especially from large‑scale battery storage...
Oil Context Weekly (W6)
In this week’s Oil Context Weekly, the host reviews flat crude prices slipping below $68 a barrel after geopolitical chatter between the U.S. and Iran, while noting a modestly backwardated term structure with a "smiley‑faced" futures curve extending to 2027....
Inside China’s EV Boom: Why the World’s Most Competitive EV Market Is in China
China remains the world’s largest electric‑vehicle market, with millions of EVs on its streets daily. The ecosystem features a dense mix of legacy manufacturers like BYD and tech entrants such as Xiaomi and Huawei, each launching high‑performance or software‑centric models....
Hormuz on the Brink?
U.S. forces escalated the standoff with Iran after an F‑35 shot down an Iranian drone that approached a carrier in the Arabian Sea. Both sides have scheduled high‑level talks in Istanbul, raising hopes for a diplomatic de‑escalation. The dispute centers...
OVO Energy Is Looking Shaky – Its Failure Would Dwarf that of Bulb
OVO Energy, a UK supplier serving over four million homes, is facing a severe financial crisis that could lead to bankruptcy within a year. The company posted the lowest customer‑satisfaction score in the 2025 Which? survey and is one of...
Big Joe Jafurah
The episode examines the paradox of hydrocarbon utilization in the Middle East, highlighting how oil is still burned for electricity at massive scales while natural gas remains underdeveloped and heavily flared. It contrasts the region’s wasteful practices with global trends...
The Sorry Tale of New Drax OCGTs Highlights Growing Capacity Market Irrationality
Drax has built three 299 MW OCGT plants that secured GB Capacity Market contracts, yet none can operate because grid connections have not been delivered. Under the Capacity Market rules, the lack of connection triggers non‑delivery penalties that could wipe out...
Assisted Thinking
The episode “Assisted Thinking” dissects the stark contrast between China’s massive reliance on coal—accounting for 58% of its primary energy in 2024—and the Western media narrative that paints Beijing as a climate leader. By examining data from the Statistical Review...