LNG glut: Global supply and demand trends
LNG Glut Imminent
A long-term LNG glut is in the cards.
First, if all LNG planned projects are built, there will be a buyer’s market with low LNG prices.
Second, the LNG sector is shooting itself in the foot. Higher LNG prices have translated into higher prices for LNG exporters in the short-term, a catalyst for importing gas countries to wean off volatile gas prices and supplies, especially in Southeast Asia and Europe.
The glut has been delayed by the Middle East war...
Carney: Fossil fuels and other lobbies
Political landscape
No Canadian government has ever met its own climate targets. It seems that whenever it comes time to implement policies for achieving such goals, backtracking and greenwashing take precedence.
The Carney administration supports oil and gas exports and has done away with Trudeau climate initiatives.
But this hasn’t changed much.
For example, the Trudeau era cap on oil and gas emissions allowed increases in oil and gas production up to 2030 that magically entailed a reduction of emissions, thanks to ineffective...
AI + Data centres: Slop, debt + fossil fuels
Intro
The prime catalyst for AI data centres growth is Trump’s fetish for such centres.
The global IT capacity of data centres under construction represented 23 gigawatts (GW) by September 2025, 75% of this capacity is in the U.S.
For 2028, the energy impact is estimated to be around 6.7% to 12% of electricity U.S. demand dedicated to data centres.
Seven companies, dominate U.S. data centres landscape, Alphabet, Amazon, Apple, Meta, Tesla, Microsoft and Nvidia.
The exponential race to build U.S. data centres is
...
Electric vehicle transition happening, North America excluded
Empirical evidence illustrates that among the 3 main electric vehicle (EV) jurisdictional centres of activity, China, Europe and North America,
the China’s EV sector...
Oil & gas decline: Cracks where light gets in (not Canada)
Cleantech investments outpacing fossil fuels
Trump invaded Venezuela to assert greater global dominance via subordination of the world's oil sector, and calls climate change a...
Recent Posts
COP29: China, Trump and the EU, each own way: Green vs....
For climate action, China has chosen long-term extraordinary innovation investments and scale to wean off fossil fuels.
The European Union (EU) is making progress for energy independence by 2027, though with some Chinese technologies.
Too, the UK and Brazil have set ambitious climate targets
The U.S., Trump administration will enhance paths towards stranded fossil fuel assets. The private sector will continue floundering on clean tech innovation and base performance on the short-term, quarterly reports.
Canada will emulate the U.S.
China
China spent $676 billion on...
CSRD: EU revolutionizing corporate sustainability accountability and decisions
Introduction
The EU Corporate Sustainability Reporting Directive (CSRD), many years in the making, is revolutionary. CSRD will replace the questionable smorgasbords of stand alone inserts on corporate sustainability profiles. It does so by requiring firms to provide detailed framed descriptions on integrating sustainability into all facets of corporate decision-making.
This includes Scope 3 considerations on suppliers and end-users.
Most important, CSRD will become an international gold standard since all firms with significant business in the EU most submit CSRD reports.
In total, CSRD...
EV slump to dissipate: Delaying EV lineups paints automakers in a...
Short lifespan illusions
An imagined slump in fully electric vehicle (EV) sales reflects short-lived illusions of a society-wide osmosis. According to Cox Automotive report on U.S. EV prospects, 2024 Path To EV Adoption, high EV prices and fear of there not being enough public charging units available have taken hold.
Broken down, the study indicates that currently 45% of those intending to purchase a new vehicle within the next 12 months are considering an EV, that becomes 79% in the 2026...
Nuclear debacles: UK, Canada, U.S., IEA and others
Nuclear cost and time overruns
While nuclear power has gained interest as a low carbon solution, cost and time overruns have dampened this interest.
A Boston University study of 400 nuclear plants over 80 years indicated that, on average, building nuclear plants cost double the before construction projections, and 64% exceeded their timelines. Average costs go 120% over original budgets, with the majority more than doubling.
High maintenance costs add to the unattractiveness of the nuclear option, in particular, the old reactors...
China’s electric vehicles go global: Protectionism won’t work
Electric vehicle (EV) imports from China will account for 25% of EV sales in Europe in 2024.
Now China-based EV and battery firms are on the verge of coming to North America and there is no such thing as batteries without content from China. This is the context for U.S. protectionist legislation.
What follows is a most comprehensive plethora of reasons on why 1) protectionism won’t work and 2) North American and European EV manufactures are vulnerable to disruptive market threats...
China green shift global impact greater than COP
Expectations for COP29 in Azerbaijan, based COP28 in the United Arab Emirates?
The light getting in though the cracks is few countries are immune to competition with China’s sweeping expeditious green transition.
China’s brisk energy transition intentions are three-fold, decarbonization of its economy, domination of global clean tech manufacturing and reduced dependence on imported fossil fuels.
Renewables
The COP28 final statement calls for a tripling of renewables capacity by 2030. China had an objective to triple renewables capacity by 2030 too, but China...
Discover exciting gameplay with our partners Chicken Road Game and Plinko Game, while exploring the best online casinos in Europe and Crown Online Casino Australia.
