Wait for it.... "Global oil demand stood at 105.26 MMb/d, with an increase of 0.7 MMb/d. This was largely driven by a 0.5 MMb/d and 0.4 MMb/d increase in China and Japan, respectively, due to winter power and fuel needs and declining oil prices, resulting in stockpiling and higher refinery runs."

Like, The Handbasket was started because I couldn’t make enough money freelancing but i couldn’t not write, so i just gave myself assignments and started writing. That spirit (perhaps mental illness) is something billionaires will never understand. We want to do this work against all odds.

They lied and here's the video proof. I cannot believe we're just gonna keep on like this and absolutely nothing happens

In Norway, wealth funds are confronting climate risks and dropping companies that don't manage them well. In the US, financial giants like Blackrock and Vanguard are capitulating to RAGA intimidation to stay silent on climate risks. If you have a 401K, Trumpers are stealing your future.

Have you heard about ongoing climate-killing methane spill in the Permian? "Emissions of methane are the leading driver of climate change. The Texas Permian Basin oil field emits 410 metric tons of methane 24 hours a day."

"China’s LNG imports this month will come in at 3.38 million tons. This would be the lowest since April 2018 and a palpable decline from February 2025, when imports of LNG clocked in at 4.47 million tons." LNG is a lot more expensive than alternative solutions (solar power, batteries for trucks).

In 2019 I wrote this: "When it comes to the long-term economics of power generation, it isn’t a fair fight. There is no clear way natural gas can compete with renewables on an economic basis in the coming decades." And now clean energy is dominating based on economics. (1/2)

It has been a weird year. Unbelievable headlines just keep coming. I mean, Zohran Mamdani is the mayor of NYC. Still hard to believe. But this is just breaking my brain. What is going on?

Last week I wrote about how US natural gas supply will not keep up with demand and this will drive prices higher. "Total U.S. natural gas exports are charging toward historic highs as feed gas to LNG terminals nears a record 20 Bcf/d, bolstered by resilient demand from pipeline flows into Mexico."

This is what they want. No employees. People have no worth to them. Only $$ “I don’t think we’re early to this realization,” he said. “I think most companies are late. Within the next year, I believe the majority of companies will reach the same conclusion and make similar structural changes.

They essentially eliminated all requirements to protect groundwater from radioactive waste

also, with love and respect for my friends and colleagues who do great work at large national LGBTQ orgs ...they do not need your money and they will not use it efficiently to defend the most marginalized queer and trans people plz panic-give to the frontlines & mutual aid orgs, not the big NGOs

“In Texas, there’s less of a pervasive concern for emissions,” he said. “Grid reliability is the primary focus among policymakers.” Probably an understatement when it comes to Texas.

A couple of years ago commodities traders fucked over the people of Pakistan by reselling LNG that was contracted to Pakistan to Europe because they could make more money. The people of Pakistan responded by building out solar power fast. Themselves. Fossil fuels losing political power.

Seems like Americans are waking up.

A perfect 2026 sentence. "The pivot is notable given that American Data Centers Inc. — the entity backed by the Trump sons — was originally designed to be an AI infrastructure provider before it became part of what was eventually American Bitcoin."

As China is moving its aluminum industry to be powered by lowest cost and clean renewables, the US aluminum industry is countering this effort by selling its remaining valuable assets to the data center people. Which country seems to be smarter here?

I'm curious what people think of the phrase "accounting risk"? That sounds like a risk you can trust the accountants. I've always heard that referred to as fraud. "The latest US$3.65 billion non cash impairment and Q4 net loss highlight accounting and commodity risk..."

This is from Rystad. They make a lot of money off of the oil and gas industry but also can't just pretend that US LNG exports aren't going to drive up US natural gas prices.

While Trump and his team of crooks roll back any pollution regulations in the US.... "China is planning its first major tightening of national air quality standards since 2012, as it seeks to extend a largely successful anti-pollution campaign that’s reshaped parts of its economy."

As we always point out, the methane releases by the industry are required for operation, not accidental leaks. "The methane plume, on the other hand, appears to be emitting from the facility’s warm ground flare... with an emissions rate of between 2,600 kg and 3,800 kg per hour."

It appears the US secretary of state energy is advocating for clean cooking. Good for him! Now, stop using natural gas to cook in your house if you don't want to poison yourself and your family. Get some of that "freedom" Chris is selling!

It would be wise to not let them dump their toxic and often radioactive oil wastewater on your roads, on agricultural fields or in your rivers. This is the industry plan.

"The levelized cost of electricity — which measures the cost per unit of energy of building and running a new power plant across its lifetime — for gas-fired power in the US jumped by 48% in the second half of 2025" This price increase is just getting started. LNG exports will drive it higher.

"Nearly 9 million Bitcoin — 45% of all tokens in circulation — is worth less than what its holders paid for it"

While we are all told that we MUST USE natural gas to power data centers, Google is building out data centers powered by solar wind and storage. And if you don't know, the 100 hour battery system supporting this project uses....iron and air to store energy. Gas is the past.

"Canada’s oil industry might not be great at building pipelines, but it has become expert at creating scapegoats for its failures and PR nightmares for even modest proposals to pay for its own pollution."

Always a sign that your industry is doing great when you get headlines like this before you've ever come close to turning a profit. "the grand AI heist is a hall of mirrors"

Electricity prices are up 13% in a year but don’t worry, DOE has firewood prices locked down

Funny thing coming from one of the top Wall Street execs. “My own view is people are getting a little comfortable that this is real — these high asset prices and high volumes and that we won't have any kind of problem whatsoever." Jamie Dimon He seems to say this isn't real. Notable.

"A growing number of companies including Meta and Oracle are using special purpose vehicles owned and funded largely by other investors to build their data centres." Special purpose vehicles? Is that what the kids call a cybertruck? Or is it what brought down Enron? It's the Enron thing.

"However, China's [LNG] imports dropped to a forecast 3.38 million tons in February, the lowest monthly total in Kpler data since April 2018 and down from 4.47 million in February last year." Much of the hype driving the global LNG boom was that it would be sold to China.

Data center will only use water for "cooling & other needs" Oh, is that all? "Amazon said it will help offset any impacts of the ‌Louisiana facilities with a $400 million fund aimed ​at water infrastructure in the area ​and said it will only ​use water for cooling and other needs." @ketanjoshi.co

EIA says 93% of planned US grid additions in 2026 are solar + battery + wind www.eia.gov/todayinenerg...

Tying the economics of your country's industrial output to the price of natural gas is a very short sighted move that will likely prove costly. Pakistan is rapidly moving to solar. Mexico (and the US) is looking to embrace even more gas. Look at the UK now.

Using regression models to predict a global energy transition? Might want to rethink that. "Growth in oil demand is slower than what a statistical model (regression) would predict, based on global GDP growth" flow.db.com/Topics/trade...!

Cattle dropping dead after drinking water polluted by oil extraction - in their podcast, @oilfieldwitness.bsky.social exposes the toxic filth released when we use fossil fuels: share.google/nJlNZ1k5L5Oa...

More people seem to be waking up to the reality that reliance on imported fossil fuels is bad for a country's energy security. While the EU is currently grabbing the headlines, I wrote a piece on Mexico's "brutal dependence" on US nat gas (methane) imports.

Why isn’t the right excited about technology?

It's the weekend and you know you want to read 4,500 words about how Mexico is setting itself up for economic pain and potential chaos by doubling down on US natural gas dependence!!

Wait. So he just gonna say it like that? He wasn’t even cryptic. He flat out said what we all knew

“This feat is a clear signal that electric mobility in Nigeria is practical, scalable and ready for adoption,” Falaye said. It is simple economics.... "EV charging costs average about $3 for up to 200 kilometers (123 miles), compared with more than $15 in petrol costs for similar distances."

"In light of the U.S. threats to Greenland, there had already been some small steps in Europe to begin to look for a way out from U.S. dependence, including finding alternative LNG suppliers and also ways to accelerate the energy transition." Accelerate the energy transition = energy security.

Does anyone remember February 10th? Those were different days. There was a lot of optimism about China buying more LNG (I suggested this optimism was misplaced) Now here we are on Feb 20th, how have things changed? (1/3)

Back in 2017, the Energy Storage Assn set a target of reaching 35GW of grid-scale battery storage capacity by 2025. We finished last year with 45GW. A game-changer for renewable energy deployment.

Apparently Mexico has figured out how to frack "sustainably." Sure. Meanwhile, as Ember has shown, Mexico has some of the best solar power opportunities in the world. They could build that out before any meaningful fracking production would occur. Energy policy by and for the oil companies.

Nothing surprises anymore but I had to read this a couple of times anyway.

in america, if you go over your 3 minute allotment to speak, men with guns come to take you away.

"The battery storage system will be paired with the facility’s existing 7.2-MW rooftop solar array as part of Iron Mountain’s push toward 24/7 carbon–free energy at its data centers."

The energy weapon that the US has directed at Mexicos throat is straight up gangster: Buy our gas or else lose USMCA market access And a decade long recession. Claudia Sheinbaum should break free with a massive sola plus storage buildout. bsky.app/profile/just...