International Market Analysis

 

Category Archives: Climate Change

Natural Gas Is No Mirage — It’s Triage

There is broad scientific consensus: man-made climate change is real, dangerous, and accelerating. Addressing it demands urgency and pragmatism. The viable resources available—natural gas, nuclear power, and renewables—must be deployed strategically. Triage, not idealism, must guide the response. In his Financial Times article, Stanford Professor Bård Harstad contends that natural gas, although cleaner than coal,

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Trump Shouldn’t Let Big Beautiful Bill Boost China’s Clean Energy Edge

On July Fourth, President Donald Trump signed the “One Big, Beautiful Bill” into law, introducing significant changes that will dramatically reshape America’s energy landscape. The newly minted OBBB Act leaves businesses and policymakers trying to determine its potential impact on jobs, investment, and the nation’s position in the global energy race.  Read the full article

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Can Nuclear Energy Power Africa?

As countries around the world seek stable, abundant, and reliable baseload power, nuclear energy is becoming an increasingly appealing choice. While large and expensive conventional nuclear reactors (1GW per unit and larger) are not for every market. Small Modular Reactors, downscaled versions of conventional nuclear reactors capping out at 300 MW with lower startup and

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Renewable Energy Investors Receive Mixed Signals In The U.S.

The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed.  In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest

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Gloomy Days For Global Solar Power

The tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic. In May, the U.S.

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Renewables Meet Reality: Fuel Oil Still A Problem In New England

New England is traditionally associated with progressive approaches to the environment and the pursuit of renewable energy. States like Massachusetts, Connecticut, and Maine, legislated with binding laws that set limits on emissions to mitigate climate change. This is ironic because New England still relies on one of the world’s most polluting energy sources, fuel oil,

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Texas Grid Needs Connectivity And Weatherproofing

The Texas power grid, 90 percent of which is managed by the Electric Reliability Council of Texas (ERCOT), is unique in the United States. Unlike other states, Texas operates an independent power grid with very minimal connection to the two national grids: the Eastern Interconnection and the Western Interconnection. This independence is deeply rooted in

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The Year That Was: 2024 Energy Stocks – Winners And Losers

As the global energy landscape evolves, investors must assess the stability of traditional fossil fuels against the growth potential of renewable energy and advanced nuclear technologies. Some experts highlight a rising global backlash against renewables, as increasing evidence in Europe and elsewhere raises questions about long-term profitability and sustainability without government largesse. Others argue that

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Hidden Costs, Rusting Relics: Decommissioning Wind Turbines In The US

The U.S. Wind Turbine Database contains more than 74,695 wind turbines built since 1980, spread between 1,699 wind power projects in 45 states. However, thousands of wind turbines are reaching the end of their operational lifespan and need to be either repowered to make way for updated (often larger) turbines or entirely decommissioned to allow

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2025’s Energy Megatrends: Seeking Energy Security And Reviving Nuclear

In the run-up to President-Elect Donald Trump’s January 20, 2025, inauguration, energy markets have already begun to adjust to the new administration’s new economic policies. The incoming team’s support for the oil, gas, and nuclear industries reflects a re-evaluation of renewables stemming partly from a global shift towards energy security and reliability to hedge against

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