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Justin Mikulka

@justinmikulka

Research, analysis and opinion on the ongoing energy transition. Writing about it at: https://powering-the-planet.ghost.io

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Latest posts by Justin Mikulka @justinmikulka

Who is standing in the way of producing more hydrocarbons? Someone should ask Wright about this graph.

Trump and Wright are in charge. Why is fracked oil production going down?

Because they are running out of it.

06.03.2026 16:50 πŸ‘ 9 πŸ” 4 πŸ’¬ 1 πŸ“Œ 0

are you familiar with grid forming inverters? I assume you didn't read the article based on your response.

06.03.2026 16:42 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The Trump administration took your money illegally.

They won’t give it back.

06.03.2026 15:47 πŸ‘ 1139 πŸ” 306 πŸ’¬ 57 πŸ“Œ 10

Which countries are going to knowingly punish their citizens by expanding instead of phasing out gas dependence?

06.03.2026 15:47 πŸ‘ 5 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
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Pakistan to cancel 45 LNG cargoes in 2026–27 ISLAMABADΒ  -Β  Pakistan is set to cancel the purchase of 45 LNG cargoes over the next two years (2026–2027) due to a decline in RLNG consumption

Yes. They've cancelled some. Trying to resell others. They have no storage. Their gas system was full and couldn't take more imports because demand was down so much and the system was risking over pressure.

06.03.2026 15:27 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

If you buy a 2025 Ioniq in March you get $10K off the price.

06.03.2026 15:23 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

I continue to be stunned at the speed of battery development, the growing importance of virtual power plants, electrification of transportation, etc It is amazing.

06.03.2026 15:02 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

2 wars in 4 years. This war will dramatically accelerate Solar +Batteries + EVs as real Energy Security.

"The rest of the world will learn an important lesson from China. Build out your renewables so you aren't as dependent on imported fossil fuels and the whims of idiots"
bsky.app/profile/just...

06.03.2026 14:52 πŸ‘ 20 πŸ” 7 πŸ’¬ 2 πŸ“Œ 1

Not sure if it pencils out though. But with the way battery tech keep evolving it could be interesting.

06.03.2026 14:38 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Reportedly Trump asked Carter for advice on China in his first term. He wanted to know how China was doing so well. Reportedly Carter said, "they don't waste trillions on war, they invest in their country"

06.03.2026 14:28 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

There has been talk of doing this with rail.

06.03.2026 14:27 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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How Trump’s promise to slash energy bills in half has failed across the US Guardian analysis shows electricity bills were up 6.7% last year, and much higher in some states, and gas bills up 5.2%

From before the latest from the warmongers.

He promised us he would cut energy prices in half.

How about doubling them instead?

06.03.2026 14:27 πŸ‘ 3 πŸ” 2 πŸ’¬ 0 πŸ“Œ 0

In every Republican presidency of my lifetime there's been a recession and a new war in the Middle East.

06.03.2026 13:53 πŸ‘ 4575 πŸ” 1400 πŸ’¬ 27 πŸ“Œ 69

Never trust a Trump. Written or otherwise.

06.03.2026 14:13 πŸ‘ 1 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Indeed. I've been writing about that for quite a while. But what the media never accurately reports is that commodities traders broke contracts with Pakistan to sell LNG to Europe for more money. And then the people and industry is Pakistan fought back with solar.

06.03.2026 14:10 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Should have put something in writing with that plane bribe of Trump.

Never trust a Trump.

06.03.2026 14:08 πŸ‘ 8 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
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U.S. war on Iran plunges gas markets into chaos - Gas Outlook About a fifth of the global LNG trade is at a standstill with the Strait of Hormuz blocked due to the U.S.-Israeli war on Iran.

The important point from @sebkennedy.bsky.social

β€œThe idea that you can cost-effectively decarbonise your economies by relying on a commodity that, in the space of 5 years, is subject to two illegal wars that send prices stratospheric, it just doesn’t make any sense”

Solar makes sense.

06.03.2026 13:27 πŸ‘ 68 πŸ” 24 πŸ’¬ 2 πŸ“Œ 1
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Mexico’s Plans for Natural Gas Dependence Will Harm Economy Mexico’s increasing dependence on natural gas (methane) imports from the U.S. will lead to higher energy prices for Mexico while missing the opportunity to rapidly transition to solar plus storage.Β  ...

Solar is the future for Mexico, not more gas.

06.03.2026 13:24 πŸ‘ 13 πŸ” 2 πŸ’¬ 1 πŸ“Œ 0
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Sempra Axes Vista Pacifico LNG Plan, Cutting Mexico’s Proposed Export Capacity Sempra Axes Vista Pacifico LNG Plan, cutting Mexico's proposed export capacity by 0.5 Bcf/d. Learn more about the termination of the development agreement and its impact on Mexico's LNG export buildou...

Congratulations to Sempra for being able to do simple math!

"Mexico’s potential LNG export buildout has shrunk by about 0.5 Bcf/d after Sempra ended development plans for its long-proposed Vista Pacifico project."

There is no market demand for these projects. And not enough future supply gas.

06.03.2026 13:24 πŸ‘ 18 πŸ” 7 πŸ’¬ 1 πŸ“Œ 0
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Iran’s Deputy FM Dr. Saeed Khatibzadeh: β€œTrump wants leadership change in Iran β€” he can’t even appoint the mayor of New York.”

06.03.2026 13:15 πŸ‘ 296 πŸ” 54 πŸ’¬ 8 πŸ“Œ 5

I believe opposition to clean energy is much more likely to break along political lines. There are very few local benefits to data centers.

06.03.2026 13:08 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

How many community meetings has he attended? From what I see, opposition to data centers have united communities in a way I haven't seen before. Politics don't matter, no one wants them. From New York to Texas.

06.03.2026 12:56 πŸ‘ 7 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Wrote this in 2019. Didn't think it would happen this fast.

"When it comes to the long-term economics of power generation, it isn’t a fair fight. There is no clear way natural gas can compete with renewables on an economic basis in the coming decades."

06.03.2026 12:43 πŸ‘ 39 πŸ” 13 πŸ’¬ 0 πŸ“Œ 0

You don’t understand physics, do you?

06.03.2026 03:14 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

The part that is interesting is this is happening for economic reasons.

I've been saying for many years that the transition to clean energy is being driven by economic choices, not climate. Another example. And US natural gas prices are headed much higher which will accelerate these trends.

06.03.2026 01:43 πŸ‘ 4 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
Faced with rising electricity prices, Americans are stealthily adding DIY solar systems.

Faced with rising electricity prices, Americans are stealthily adding DIY solar systems.

I am not a CNN subscriber so I can't read this but the headline says it all.

06.03.2026 01:17 πŸ‘ 50 πŸ” 5 πŸ’¬ 8 πŸ“Œ 1
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BYD’s Second-Generation Blade Battery Makes Western EV Tech Look Ancient The battery can add a staggering amount of range in under 10 minutes. Here's just how quick it is, and how it compares to the best Western designs.

Everything you think you know about EV charging is going to become obsolete. πŸ§ͺπŸ”ŒπŸ’‘β˜€οΈπŸ’¨πŸ’§πŸ”‹ insideevs.com/news/789094/...

06.03.2026 00:05 πŸ‘ 110 πŸ” 41 πŸ’¬ 8 πŸ“Œ 2

"The logic was simple and effective for its time. When demand spikes or a baseload plant fails, you fire up the peakers. But as we navigate 2026, that single-tool strategy is no longer a safety net; it’s becoming a liability."

06.03.2026 00:46 πŸ‘ 8 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0
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The physics of reliability: Why gas peakers alone can’t save the modern grid Most outages don’t start as a multihour energy shortage; they start as a frequency crisis. If you only have gas, you’re trying to stop a bullet with a shield that takes 10Β minutes to lift, writesΒ Arun...

Five years ago it was widely assumed the grid would always need gas peaker plants. So this is quite a sentence. Good article too.

"In the energy industry, we’ve spent decades leaning on a single, reliable β€œget out of jail free” card: the natural gas peaker plant...it’s becoming a liability."

06.03.2026 00:46 πŸ‘ 55 πŸ” 15 πŸ’¬ 2 πŸ“Œ 0

Who is they? The low paid workers. Yeah. They don't take vacations in any country, including the US. How about the Chinese students at US universities driving $75K SUVs to campus? How about the crowds of Chinese tourists everywhere around the world? Do they take vacations?

04.03.2026 21:13 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0