International Market Analysis

 

Category Archives: Articles & Blogs

The LK-99 Discovery May Fail, But Hopes of Superconductivity Persist

A team of South Korean scientists claims they discovered the first room temperature and ambient pressure superconductor that could revolutionize energy policy. Room-temperature semiconductors under normal pressure would not just enable cheap advanced computing but it would also enable the unlimited transmission of energy without any losses. The policy and business implications of this are

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Electric Reliability Council Of Texas (ERCOT) Ruling Dims Energy Prospects

In February 2021, the Lone Star State’s standalone energy grid buckled under the pressure of unprecedented blizzards. The deregulated Electric Reliability Council of Texas (ERCOT) proved unequal to distributing energy under extreme pressure, resulting in widespread blackouts and wholesale electricity prices going from $25 per megawatt-hour (MWh) to $9,000 per MWh. In June 2023, the

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Putin’s Threats To Zaporizhhia Nuclear Power Plant Endangers Energy Transition

Carl Sagan once said, “The nuclear arms race is like two sworn enemies standing waist-deep in gasoline, one with three matches, the other with five.” The near-universal recognition of the futility of an all-out nuclear war led to widespread cuts in nuclear armaments since Gorbachev’s perestroika and the Soviet collapse in 1991. Even anti-communist hawks

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Russia’s War & China’s Ambition Remake Eurasian Energy Routes

Putin’s chef and international villain par excellence, Yevgeny Prigozhin’s half-baked coup against Russia’s Vladimir Putin highlighted just how toxic Russia has become as a global business partner. While Prigozhin ostensibly failed and his power base is being purged, his failed coup revealed the fragility of the Russian state. Read the full article here.

New Iceland Tech Shakes Up Global Geothermal Energy

Amongst the many common facts about Iceland (Björk, Chess in Reykjavik, and Viking Sagas), many know the island’s nickname, “The Land of Fire and Ice.” Beautiful landscapes draw tourists to volcanos and geysers, contributing to an internationally renowned clean energy model that derives 99% of power from clean energy through a combination of geothermal and

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The Promise and Peril of AI in the Energy Sector

Artificial Intelligence (AI) is revolutionizing the energy industry, driving digitalization and predictive capabilities. While boosting efficiency, it also exposes vulnerabilities that require careful management. Cyberattacks, which will increasingly leverage AI, experienced a significant surge of 2000% between 2018 and 2019, but the frequency has since stabilized. Read the full article here.

India’s Green Energy Potential Hampered By Pakistan’s Turmoil

The environmental costs of extracting lithium present another barrier to local lithium production which may exacerbate tensions. The mining of lithium, like other minerals, will pollute the surrounding areas, potentially contaminating the groundwater and exposing local populations to toxic chemicals. The fact that Jammu and Kashmir are the origin points for Pakistan’s primary river, the Indus River,

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The Inconvenient Truth: When Green Energy Pollutes

While the most cited downside of the green energy transition is its financial and technological costs, it is crucial to remember that green energy also bears environmental costs. These costs are far more localized and immediate than the dispersed and global benefits they bring. In a purely philosophical and utilitarian consideration, green energy is an overwhelming

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Carbon Tracking’s Trial By Fire

The precise tracking of this massive carbon release helped inform authorities dealing with particulate pollution and helped firefighters combat the inferno with precise measures of carbon releases. Such precise measurement of carbon is the result of an unparalleled wave of innovation in precise carbon footprint measurement originating from environmental monitoring. This technology has survived its first trial

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China’s Sovereign Wealth Fund In Energy Markets Expansion

In contrast to the Western publicly and privately held and disparate investment companies, China’s SWF demonstrates a remarkable degree of policy consistency and wields power to secure long-term power purchase agreements with global energy suppliers—a capability lacking in most Western countries, including the United States. This helped China secure long-term deals for uranium supplies for its growing nuclear

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