S

@JavierBlas @benbawan “.renewables is expected to reduce India's dependence on coal as a primary source of electricity generation to 49% by 2035-36, from more than 70% currently, according to the National Generation Adequacy Plan released by the Central Electricity Authority” vccircle.com/indiasolar-to-…

@JavierBlas @benbawan But india .. vccircle.com/indiasolar-to-…

More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed. The switch is important to put a lid on global LNG (and European gas) prices. bangkokpost.com/business/gener…

Oh boy it goes on and on

Zanny really does expose herself here are a complete numpty. This is the Editor-in-Chief of The Economist?

Why and How Europe Must Make Electricity Cheap gerardreid.substack.com/p/why-and-how-…

@R2Rsquared @adam_tooze I the Portuguese were evicted in 1622.

In 1507-15, the Portuguese crown built the fort of Our Lady of the Conception in Hormuz, to control trade from India and charge hefty tolls to passing ships. From the outset, holding the fort and controlling the Strait of Hormuz required constant fighting with local emirs; by 1662 the Shah of Persia (backed by British forces) took it for good. After a detailed account of the back-and-forth in a fierce and bloody seven‑month naval battle in 1521–22 in the Strait of Hormuz, Commander Saturnino Monteiro, in the first volume of his treatise "Batalhas e Combates da Marinha Portuguesa,” concluded: "...and thus ended this stupid and useless war of Hormuz, with everything remaining as it had been before."

Intermittency risk

How ready is Britain for fuel shortages? The market is feeling the impact of the Strait of Hormuz By @hannahsbee #Echobox=1774001547" target="_blank" rel="nofollow noopener">newstatesman.com/business/econo…

The cost of firming this power is very high, but to mention the new infrastructure that’s needed.

The trouble with gas is intermittency.

Keep an eye for Solar! Like in Pakistan. And China and Japan.

« M. Surcouf, les Français se battent pour l’argent et les Anglais pour l’honneur ». Réponse de Surcouf : « Oui, chacun se bat pour ce qu’il n’a pas ».

Why do Texans pay 23% more yearly for electricity than Californians although the price of electricity in California is over twice that in Texas? youtube.com/shorts/ladZtZ-…

@John_Stepek I can go on. But I suspect you’d be bored !

@John_Stepek The French basically give away heat pumps and storage capacity to households to make more efficient use of the system as a whole and manage nuclear output and now the new policy is that cheap hours occur during the day time when excess solar from Spain can be used in France

Daft argument. The idea that because the US does it (run huge deficits in that case) we can do the same is where Liz Truss when wrong. Just because the US produces a lot of shale gas doesn’t mean we can for a lot of reasons, including geology, politics and law.

@John_Stepek Where to start in addressing these issues? Most of them cannot be changed in the next decade unless we cancel the nukes, renege on the ROc and Fit contracts and cut the returns on T&D by fiat. But the damage to investor confidence will be greater than the reduction in prices.

@John_Stepek .. we have a very peaky demand curve- which for a commodity which is hard to store means we need v high reserve margins and we need a lot of t&D which is mostly redundant mist of the time.