Alberta’s visible oil-sands growth already has lower-risk exits; the proposed million-barrel west-coast line needs a much larger commercial story.
Canada has made a proposed one-million-barrel-per-day west-coast pipeline more politically real just as the barrel case has become harder to defend. The official project now has a route concept from the Edmonton region to southern British Columbia, Trans Mountain as the public-sector builder and operator, and an ownership structure involving … [continued]
The updated aviation fuel-service projection starts from post-COVID recovery, then bends liquid-fuel growth through regional-electric displacement, constrained SAF and demand pressure.
Aviation is one of the harder transition sectors to model well because it invites two bad shortcuts. One is to assume that flying keeps growing as it did in the cheap-kerosene era, with a cleaner molecule somehow dropped into the same demand curve. The other is to assume that decarbonization … [continued]
Carney gains political space from the Alberta pipeline deal, but the pipeline itself remains more symbol than funded project.
The new Alberta pipeline deal should be read as political strategy first and infrastructure second, if second at all. Prime Minister Mark Carney gets something real from it: a “Canada is open for business” signal, a trade-diversification pathway to point at, and a way to undercut opponents who want to … [continued]
European drivers paid a €55bn ‘geopolitical premium’ at the pump in 2022 when oil prices last averaged $100 a barrel. Dependence on imported fossil fuels continues to leave Europe vulnerable to volatility. Europeans are set to pay a ‘geopolitical premium’ of an extra €150 mn a day as oil prices … [continued]
When I was a kid, my grandmother’s house in New Hampshire was always ready for the electricity to go down. The kitchen range was wood-fired, though there was a newer kerosene alternative (horrible). There were two sconces in every bathroom, each with an oil (kerosene) lamp. About half the house … [continued]
ChatGPT generated this evocative painting of a future where biofuels power both aviation and shipping, highlighting their role in decarbonizing long-distance transport
The June 2025 U.S. bombing of Iran’s nuclear facilities is shaping up to be a pivotal geopolitical event, one whose immediate shockwaves extend far beyond military calculations. Within hours of the U.S. and Israeli strikes on key nuclear sites at Natanz, Isfahan, and Fordow, global oil prices surged sharply. President … [continued]
Image (cropped): Iron-air battery to provide long duration energy storage, courtesy of Form Energy via CEC
We recently got this from the NRDC, in an article, “We Can’t Let Aging Transmission Stall Clean Energy Progress,” published at CleanTechnica: “The good news is that there’s an abundance of clean energy waiting to get online. In fact, there are about 2,000 gigawatts of new resources — primarily renewables … [continued]
Despite their supposed focus on sustainability, there seems to be an awful lot of fossil fuel and ‘big oil’ money creeping into university’s “green” programs. The main example they give is Stanford’s new Doerr School of Sustainability, but it’s far from the only place where these problematic conflicts of interest … [continued]
The Biden administration, on Friday, signaled support for a major oil drilling project in the National Petroleum Reserve-Alaska, despite Biden’s campaign promise to end oil and gas leasing on federal lands. Sen. Lisa Murkowsi (R-AK), who supports the project, hailed the release of the assessment as a “major announcement.” Major, … [continued]
Want to see the latest and greatest disinformation about big oil, clean energy, and fossil fuels? Look no further than your boomer uncle’s Facebook feed. If you look at any post about EVs or solar from government officials in places like New York, California, or even New Mexico, you’ll see … [continued]
