Bloomberg columnist Javier Blas writes that global LNG supply could more than double in the coming decades. Pension managers should be wary of buying high and selling low. www.bloomberg.com/opinion/arti...

Ultimately why consumer gas utilities like Enbridge in Ontario are doomed.

"Strait of Hormuz closure removed 20% of the world’s LNG supply leaving some importers desperately short. They won’t forget. Most-affected nations — think India, Bangladesh or Pakistan — are the price-sensitive markets the industry counts on as future consumers." www.bloomberg.com/opinion/arti...

A new book details how a landmark German court verdict in a case against energy company RWE established the principle of corporate climate liability. Author Nicholas Walker-Crawford says the ruling will persuade others to pursue similar cases against large companies.

See the contradiction in here? Lots of LNG projects happening means we need to build more? That's called over-supply, and a recipe for a crash.

Really viable projects don't need this level of hype and spin.

Installed solar capacity in India has been growing by 40% a year. In March, it passed 150 gigawatts, and by 2030 is set to double again. Analysts say the world’s most populous nation is on the verge of becoming the first major country to power its industrialization predominantly with solar energy.

The Ksi Lisims project is estimated to cost $26 billion, nearly three times the original estimate. The project faces significant hurdles, including infrastructure gaps, market uncertainties and uneven risk distribution among stakeholders. via Europe Says www.europesays.com/germany/24556/

The new edition of our quarterly newsletter on the U.S. electricity sector is out! In this edition, we show that investments in solar, battery storage, and transmission for out-of-state wind are now cutting sharply into California gas demand. Read here: buff.ly/0JuGfx0

PR and relentless lobbying - tools the Canadian oil and gas industry deploys to hold Canada hostage to dirty energy. www.nationalobserver.com/2026/05/29/o...

The latest World Energy Investment report predicts renewable power investment will hit $665B, including $365B for solar, noting: “The current energy crisis ... is changing risk perceptions and bolstering moves towards greater diversification.” www.theenergymix.com/deep-geopoli...

In the next five years, the Earth is overwhelmingly likely to surge again and again past the international climate threshold set as safe and shatter its hottest-year record along the way, according to new United Nations climate projections. www.pbs.org/newshour/sci...

Germans buying maybe (terms?) a small piece of a west coast LNG project that's waiting for massive taxpayer subsidies doesn't even make the biz case for that project specifically.

Canada's reaction? More fossil fuels. www.theglobeandmail.com/world/articl...

The world really likes Canadian taxpayer subsidies for commodities they buy.

Still waiting to see how much Canadian taxpayer subsidies this gets - good for German consumers!

This is our world on fossil fuels.

And sent the bill to fossil fuel companies www.cnn.com/2026/05/25/c...

And yet, Canadian taxpayers are being asked to pick up nearly all of the tab.

Security concerns are driving countries away from fossil fuels just as Canada goes in opposite direction. Smart? www.nationalobserver.com/2026/05/22/o...

Security = renewables + batteries

A growing issue for gas projects in the US is cost. As utilities rush to meet often overblown demand forecasts, many are overlooking affordable and reliable #solar and #wind. As global markets become more volatile, it's becoming more clear that renewables are a safe bet:

By 2035, EVs could account for about half of global car sales, even without new policy announcements. This would mean as many as 510 million EVs on the road (excluding 2- & 3-wheelers) – up from nearly 80 million today. Learn more → iea.li/4un8frN

🚨 CPPIB’s annual report was a missed opportunity to reassure Canadians that it has a credible climate plan. Instead: ❌ No climate strategy ❌ Weak disclosures ❌ No mention of the climate risk lawsuit it is facing Meanwhile, our national pension fund is still financing fossil fuel expansion.

The Canadian oil industry has made $18 billion in profits since the U.S. and Israel started the war in Iran at the end of February. Every hour that this war drags on, the Canadian oil industry pockets another $10 million.

"Together, wind and solar generated 22% of global electricity in April, compared with 20% from gas." More evidence: low cost wins in power generation. Gas is expensive and getting more expensive.

"After seeing nearly 100 countries post record electric vehicle sales in 2025, the International Energy Agency is projecting that global sales will approach 30% of all new vehicles this year, just as Canada posts a 75% surge in EV sales in March compared to the same month last year." #Canada 🇨🇦 #EV

Better build that new oil pipeline before it's not needed. Oh, wait...

JUST RELEASED: 14 million battery-electric cars sold globally in 2025 says @iea.org. China: 8.2m. Europe: 2.9m (28% of new cars). Norway: 97%. US flat at 1.2m. In 2015 the world sold 330,000 BEVs. Ten years later, 14 million. Long-read coming on Bright Spots 👇 janrosenow.substack.com

Solar plus storage in India is cheaper than building fossil fuel power plants. So they build the solar.

Researcher BloombergNEF’s New Energy Outlook says solar power will be some the single largest source of electricity by 2032

Taxpayers are being asked to 'de-risk' this fossil fuel project - because it IS risky, with LNG prices fluctuating wildly outside of the sweet spot to make this project viable.

This would directly compete with Canadian LNG, with deliveries at far less cost.

Worth paying attention to the evolution of climate denial Carney is innovating here. First wave: deny climate change is real Second wave: admit it’s real, but downplay its significance or ability to address it Third wave: reframe fossil fuels as a climate solution

For homeowners in Florida and Louisiana, a "hurricane tax" is becoming a very real cost of climate change. This often happens through a separate hurricane deductible Data highlighted by Insure.com shows that these added costs are now more than $4,500 a year on average in both states...

Renewables are unstoppable. BNEF's New Energy Outlook for this year says solar is set to be the biggest source of electricity in 2032 and wind will be second biggest in 2034. Both coal and gas displaced from those thrones. This is the business-as-usual scenario. 🎁🔗 www.bloomberg.com/news/article...

They won’t be happy until every single one of us is paying THEM a carbon tax. With a champagne premium.

Alright, lets do another live skeet react to the actual text in the Canada Alberta agreement: www.pm.gc.ca/en/news/news...

"the dramatic cost declines in batteries have now made 'firm renewables' — solar or wind paired with batteries — cheaper than fossil fuels in many parts of the world." This is game changing.

something something net zero

You can count the number of global financial firms with a clear target for ending exposure to fossil fuels in their portfolios on one hand, and have three fingers spare. www.businessgreen.com/news/4529729...

A deal between Alberta and Ottawa to postpone a $130-per-tonne industrial carbon price from 2030 to 2040 has climate and clean economy experts decrying yet another massive policy concession that will undercut federal climate goals and imperil jobs. www.theenergymix.com/ottawa-alber...

The IEA says global oil demand will drop 420,000 barrels per day in 2026. At the beginning of the year they were expecting around 1 million barrels per day of demand growth this year. Meanwhile, electric vehicles of all types are selling fast and creating more future demand destruction.

Looks like there is a deal on Canada's industrial carbon pricing system that would push the goal of a $130 price floor back a decade to 2040, which effectively decreases the planned rate of increase by around two-thirds. The how of all this will matter... (1/3) www.cbc.ca/news/politic...

The Tragedy of the Politician

As the U.S. starves it of oil, Cuba is pulling off one of the fastest solar revolutions on the planet — with China’s help

Pissing away oil booms is practically a shared pastime in Alberta. But the cost of pissing this latest -- and last-- one away will be higher than all the other ones combined. #cdnpoli #abpoli www.nationalobserver.com/2026/05/12/o...