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Signposts and insights driving the energy transition to a more sustainable future

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Author: Peter Koning

Bi-weekly Update Posted onDecember 16, 2024December 15, 2024

Energy Shift: NA Urbanism and China

Plus: LNG trucks in China; Offshore wind out of favour; AI data centers hungry for power; Big battery in Philippines; Lithium-sulfur EV batteries Hi everyone, […] Read More

Weekly Update Posted onDecember 2, 2024December 1, 2024

Energy Shift: The case for bike lanes

Plus: AI boom is gas-fired; $7B for Indonesian carbon capture; More big batteries; Total pauses US offshore wind project; Sweden’s Northvolt collapses Hi everyone, Alright, […] Read More

Weekly Update Posted onNovember 18, 2024November 17, 2024

Energy Shift: Why Single Egress Stairways matter

Plus: A gigawatt floating solar farm in China, UAE plans to invest $54 billion in sustainable energy; BYD sells half a million EVs in October […] Read More

Weekly Update Posted onNovember 4, 2024

Energy Shift: Eliminate parking minimums

Plus: Carbon removal deals; Australian batteries; Massive solar in Saudi Arabia; VW in trouble; $22B for clean steel; Sulphur-Lithium Breakthrough? Hi everyone, I saved this […] Read More

Weekly Update Posted onOctober 21, 2024January 10, 2025

Energy Shift: Insurance deserts emerge

Plus: Exits from hydrogen; Exxon chasing carbon capture; Google and Amazon invest in nuclear; More bigger batteries; EV price parity with UK crossover Hi everyone, […] Read More

Weekly Update Posted onOctober 7, 2024October 6, 2024

Energy Shift: Can Alberta’s grid support EVs?

Plus: Pivots away from hydrogen; Britain commits $28.5B to carbon capture; Fortescue spending $2.8B to electrify mining equipment; More big batteries Hi everyone, In this […] Read More

Weekly Update Posted onSeptember 23, 2024September 22, 2024

Energy Shift: why gentle densification matters

Plus: Carbon credit deals; $2.3B solar + storage and a $4.3B powerline in Nevada; mixed signals for US offshore wind; $3B for US EV batteries […] Read More

Weekly Update Posted onSeptember 9, 2024September 8, 2024

Energy Shift: a slimmed up format!

Plus: Blackrock enacts new ESG voting guidelines; Mixed signals on hydrogen; Ford pulls back on EVs; US added 4.2GW of grid batteries Hi everyone, Welcome […] Read More

Weekly Update Posted onJune 24, 2024June 23, 2024

Energy Shift: the “and” needed from O&G companies

Plus: Hydrogen in India and Brazil; Another CCS CCfD in Canada; Gigawatt scale batteries; A $25,000 Jeep coming; Remarkable US EV buyer remorse Hi everyone, […] Read More

Weekly Update Posted onJune 10, 2024June 9, 2024

Energy Shift: Why I’m the bad guy

EU greenlights €1.4bn in state aid for hydrogen; Creative financing for heat pumps; Net-zero cement; A 3.5GW solar farm; EV price parity? Hi everyone, As […] Read More

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An Important Disclaimer: This is purely my hobby. I am an employee of an oil and gas exploration and production company, but views expressed here are my own.

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