عن جد منظر حلو
09.03.2026 23:43
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عن جد منظر حلو
When I saw the original article headline, I assumed this was the point it would make. I was too optimistic...
Great advice!
It's great, energy abundance is coming and it will change everything... but
The original post seems to confuse energy with electricity
The chart shows share of EU electricity generation - it doesn't say "half of energy comes from renewables"
(Sorry for nitpicking)
Economic pain caused by this latest crisis will only further accelerate the already strengthening dynamics of electrification, local clean generation, battery storage & energy efficiency measures. Fossil energy system remains critical today but this will speed up its peak & decline.
Thanks Trump & Netanyahu for the latest entirely unnecessary energy crisis
European gas hitting €65/MWh and UK gas >160 p/therm this morning, plus Brent reaching $108, effectively confirms a new energy crisis. And it could still get much more ugly fast if Hormuz is not reopened v soon. If its not, wouldnt be surprised to see €100 / 250p / $150 by weekend. Disastrous.
With electricity
Starting to sound very desperate
Not a single mention of electrification here
Oh man don't remind me
I told a Spurs mate they better not be leaving survival to the last day - the team that can't win at home vs the one that only wins away!
Yes, but unfortunately the major spike in gas prices will almost certainly mean higher power prices too, so unless fully off grid then us EV drivers won't be fully insulated either (not to mention higher food prices and overall inflation that will increase the longer Hormuz stays closed).
Nearly 50 ppl killed allegedly in an (unsuccessful) attempt to find remains of someone who disappeared 4 decades ago??? Baffling.
Maravilloso Ben 👏
Scale change is huge. Today's 15MW WTs would typically produce >6x the entire annual output of the UK North Sea's first offshore wind farm which was commissioned only 25 years ago. This industry has evolved unrecognisably since then.
The only politician emerging with any respect from the past week of madness
Absolutely correct and it's just getting started. Even the famously timid IEA predicts 5.4 mbd displacement by 2030. The global oil market will be in accelerating permanent decline before then.
Spurs are in huge trouble but I just have this feeling it'll end up being Forest
Agreed. I've only been advising others playing the derivatives mkts, with much steelier balls than me...
How quick that restart of flows actually proves to be in practice is the key question... I'm no military expert but Iran is much bigger than Hezbollah...
You're right - it was both a bad time to be short, but there were also still very good reasons to be given wider supply/demand trajectories. Arguably itll be soon be a great time to be short again as Hormuz & Qatar will reopen ASAP. Trump's post on that showed more than a hint of desperation!
Especially odd, as the war was clearly approaching and the response of Iran regime when it has nothing much further to lose - ie to light the fire under energy mkts - was pretty predictable too
How is that any sort of dilemma?
It's almost as if electro-economics is vastly superior to petro-politics
US is not becoming a petrostate. It already is one. Still, it will ultimately become an electrostate - even if its taking an unnecessarily circuitous and painful route. Solar dominating new power capacity, battery storage is booming, even under Trump 2. Will accelerate further post-Trump.
Slainte
Spent a fantastic long weekend in Rioja last year... and I don't even drink wine! (My Mrs drinks enough for 2 😁). Beautiful area, wonderful food too, from pintxos in Logroño to rural fine dining. Interior Spain at its timeless best. Recommended.
Esto se llama aquí "death by 1000 cuts"... no será una sorpresa si empieza sobre 2035 en realidad
Que locura