The following is a summary of the recent Coal & Energy news, curated by The Coal Trader along with a short snippet on the implications.
This Week’s Coal & Energy News:
European Commission President at the Bled Strategic Forum
EC President Ursula von der Leyen’s speech at the Bled Strategic Forum. I highlight a few key items of her speech and then discuss the implications.
Video of Chris Wright’s truth bombs along with The Manhattan Institute’s Mark P. Mills on the energy transition.
Could the Political Winds be Shifting?
If the number one constraint to incremental energy supply is politics, what does UK’s Liz Truss mean for our future?
EU Power Market Reform coming Sept. 14
Energy Crisis Intervention Tracker and hints of what’s to come with EU power reforms.
China is Buying the Missing Russian Coal
Russian coal producers are pivoting towards China, and some thoughts on Chinese insatiable coal demand.
Key points from Niall Ferguson as he outlines the comparison from the 1970’s to today and says it could be worse this time around.
War, Industrial Policy, and Inflation
Zoltan Pozsar writes that “War means Industry.” A summary of necessary industrial policies and what it means for investors.
UK to Freeze Energy Bills for Two Years
The unprecedented government intervention will cap what energy firms can charge consumers. Isn’t this inflationary?
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(1)
How is the issue with coal transportation progressing? Are things improving, getting worse or the same? If not improving or the same, any ETA on when things will improve not to be expected anytime soon?
(2)
BTU had that funny margin call on futures for coal they are producing themselves. Prices are still high but new contracts can be written and others roll off. So is this for them still a problem or are things getting better? What about other producers? Europe is a mess in this market that energy suppliers need emergency loans but that may actually be a good sign since it indicates that more money is flowing to the producers. Your thoughts?
this is all excellent curating, thanks