Things are moving very fast. We are about a day ahead of everyone else in our thinking (coal, LNG solar) But it's close!
Where are we at? Well in Europe they are talking about pushing forward solar from twenty years out to 2 years... it won't happen like that but in general large scale Solar in Europe is a layup here-- WE have CSIQ but I'm sure there are better names bigger in Europe. If Van was around I'm sure he would dig one up.
It's a shame the Nukes are being looked down upon. I had really constructed some ideas to benefit from additional nuclear reactors. Now everyone is afraid Putin will just attack them.
Coal unfortunately will be where Europe turns here. So European coal plays... that will be my focus of research today. I understand new mines and plants are not going to happen but a few that have been winding down and due to be phased out will be re-ramping up. Big time.
A few things to consider: One-- in Europe they pay carbon fees for going over a set release amount of carbon, despite Gretta and the Earth that might have to be lifted for a year....
In the US I have an idea. Find a work around for Keystone pipeline. It seems to me they didn't try very hard the first time.
CERAWeek: Down at the energy conference in Houston, Texas, Amos Hochstein, the state department's advisor for energy security,
said claims that White House policies are holding back drilling are "nonsense," blaming those on Wall Street who are "insisting on dividends and fiscal discipline in the face of a war in Europe." The administration is now telling U.S. shale producers they should do "whatever it takes" to increase supply as the risk of recession rises amid a surge in inflationary pressures. "If there's a bottleneck it is on Wall Street and that's not a U.S. government problem," added Hochstein. "They should call their financiers and tell them there’s a war going on. The American public is paying the price."
On the other side of the discussion, shale executives have pointed to the administration's freeze on leases for drilling on new federal lands, the rejection of the Keystone XL and Biden's promise to "transition" away from the oil industry. "The only thing missing here is that stable regulatory environment... a policy environment that actually encourages American energy leadership rather than discourages it," said Mike Sommers, head of the American Petroleum Institute. Investors are also urging operators to pay back capital burned during debt-fueled production sprees in the leadup to the pandemic oil crash instead of spending the big bucks on new drilling campaigns.