Member Info for oct23

U.S. Battery Storage Is Booming ---- https://oilprice.com/Energy/Energy-General/US-Battery-Storage-Is-Booming.html

Moss Landing battery plant after flare-up -- https://www.mercurynews.com/2025/01/16/moss-landing-power-plant-fire-evacuations-road-closures/

and

https://apnews.com/article/battery-storage-plant-fire-california-moss-landing-7c561fed096f410ddecfb04722a8b1f8

If you want the gas, just buy it, but if you burden us with bureaucratic nightmares we will sell it somewhere else, full marks

https://www.upstreamonline.com/energy-security/-i-will-stop-sending-lng-qatar-s-al-kaabi-hits-out-at-new-eu-law/2-1-1758107

Another interesting youtube - food for thought - - interlink between oil coal wood and other commodities

https://www.youtube.com/watch?v=-AxsZtwIhFw

Drax is considered just after 28 min

I think it was Churchill that prompted the change from coal to oil for Britains navy which proved later to be the great advantage

Another analysis from Sabine

https://www.youtube.com/watch?v=Zklo4Z1SqkE

Pap

If I recall, last year they sold swaps for Dec at $80 strike and walked away with the premium received, a good trade. Perhaps the time is coming for a similar exercise. Craig did say that there were several questions about hedging in the webcast - I was one.

He can't " throw fuel on the fire " without carboniferous material, he wd have to ramp up wattage, but only in windy and sunny conditions

Climate change depends on what timescale view you wish to take

https://www.youtube.com/watch?v=2H0OxmF7fak

With 9 recommends on the first "Landman" link posted by Frac 29 Dec 2024 16:56 -- https://m.youtube.com/watch?v=fmbZwxEnAFc

this one is also a must for all the usage percentage figures -- https://www.youtube.com/watch?v=-g4LA12qhc0&list=PLKfpV2bmlzODTEgUZmXtND_U2cdB96pvn&index=5

Probably following POO which has gone back up to 74.68 +0.69 +0.93%

Having mentioned Qatar :-

eu sends a message to Russia re lng

Qatar sends a message to eu re lng

Happy new year

https://www.upstreamonline.com/opinion/europe-sounds-steer-clear-warning-on-russian-lng/2-1-1755216

https://www.upstreamonline.com/energy-security/-i-will-stop-sending-lng-qatar-s-al-kaabi-hits-out-at-new-eu-law/2-1-1758107

Rom - I watched this a while back, worth a recap at 1 1/4 speed

pity not to tag on the finale -----

"They had an election, threw the bums out and made it worse" ( light chuckles )

I am surprised there is only circa 130,000 members per party given the size of the uk populous.

Https://www.msn.com/en-us/politics/government/trump-threatens-tariffs-if-eu-doesn-t-buy-more-oil-and-gas-from-us/ar-AA1welwb

Sabine -- Hydrogen Will Not Save Us. Here's Why.

https://www.youtube.com/watch?v=Zklo4Z1SqkE

Rom --- "They can ship the sun back in return." -- it's underway, knights in shining armour have beeen summoned

https://xlinks.co/morocco-uk-power-project/

https://www.newcivilengineer.com/latest/morocco-to-uk-interconnector-project-sees-20-cost-hike-to-24bn-17-04-2024/

Https://grid.iamkate.com/

Rom - you may be interested - Starmer is Unfit to be Prime Minister: David Starkey -- at 26.00 he also refers to the movement in bond markets - explores a wider perspective

https://www.youtube.com/watch?v=Jpbx1aFc4w4

Market makers trapping the unwary

enq rose with the latest POO rise of 2 or 3 dollars

If POO falls back enq may follow

--- use limit orders ----

Hargreaves Lansdown gives the best quote, ( inside that shown), for the qty at the time of requested buy or sell - you can then accept or not

Extract : --

"India Cancels Windfall Tax on Oil and Products. Implemented since July 2022, the Indian government has canceled its windfall tax on domestic crude production, as well as on exports of jet fuel, petrol, and diesel, saying that lower global oil prices meant there’s little justification for it."

https://oilprice.com/Energy/Energy-General/Oil-Prices-Rise-as-OPEC-Prepares-to-Extend-Production-Cuts.html

2 things immediately spring to mind - Tory Canyon which the RAF tried to use as target practice and the Exxon Valdiez - both of which left tons of CR4P behind -- could the captain be heading for the rocks ?