JamesFairMover

Middle Eastern-origin oil on water (crude + products) has fallen by ~175 million barrels over the past two weeks. That's a truly insane drawdown pace of 12.5 million barrels per day.

👀 0.17*0.2=3.4% of the world’s LNG capacity is offline for 3-5 YEARS. That’s a permanent dent in LNG demand confidence, and probably a 5-10% upwards structural price shock. @ira_joseph

Can we keep underinvesting in water? As GCF supports @mofauae on the road to the UN Water Conference in Abu Dhabi, the case is clear: water is an investable asset class essential to safeguard communities, economies, & ecosystems amid climate impacts. 👉🏽 gcf.co/4rOM4ZD

Increasing grid utilization & increasing demand response to cut peaks would address affordability & reliability more quickly, more cheaply than other options. Those who profess concern about affordability & reliability but dunk on or ignore grid utilization & DR are duplicitous.

My latest at The Dispatch looks at the UK’s emissions reductions and updates my 2009 analysis finding less than meets the eye thedispatch.com/newsletter/dis…

> walk around your city catching pokémon > game asks you to scan a fountain. sure why not > 30 billion scans later > niantic owns a more detailed map than any government > sells game for $3.5B > spins off a spatial AI company > your pokéwalk is now classified infrastructure > delivery robots now navigate using your walks > you were never the player. you were the product.

@ShaneOliverAMP Has the oil shock ruined your weekend? How Morrison’s scare campaign backfired on Australia Similar in NZ, too x.com/ProfRayWills/s…

Brent futures curve in USD/bbl (today, one week ago and one month ago) #OOTT

Good morning with good news: Two US offshore wind farms announced major milestones on Friday, March 14. 1. Revolution Wind, 704 MW off RI, is delivering power! 2. Vinyard 1 (800 MW off MA) finished construction! Both cut gas burn. Huge for New England! oceantic.org/press-releases…

The Vortex Turbine by Turbulent Hydro is an eco-friendly way to harness energy from rivers and canals with a low height difference. A single turbine can generate from 15 to 70 kW of constant energy around the clock.

Spent most of my career talking down the endless stream of unjustified oil market alarm. Now I’m acutely alarmed to the point of disbelief, the oil market is still shockingly sanguine, and I feel like this guy.

@TonyHWindsor @JEChalmers A bigly rise in oil prices feeds higher inflation Inflation-adjusted fossil fuels prices ± same today as 140 years ago But economists assure doesn't mean fossil fuels are inflation🤔 (This price rise not actually big) Meanwhile, faster renewables deployment is anti-inflationary

This from Woodmac should scare people more than anything: These 30 companies collectively produce around 50 million barrels of oil equivalent per day (mmboe/d), meeting close to 30% of global oil and gas demand. Based on today’s portfolios of commercial assets, however, they will require an additional 22 mmboe/d by 2040 to maintain their share of the world’s supply. Filling that gap would require the group to add additional volumes equivalent to nearly two Permian basins or 14 Guyana-scale plays.

When RCP8.5 is not extreme enough Nature is promoting a risk of 10 meters of sea level rise in London by 2200 (dashed line) far in excess of RCP8.5, the red line

Amid a solar boom last year, China saw its emissions drop, even as demand for energy rose. e360.yale.edu/digest/china-e…

Good morning with good news: US wind & solar production rose 12.9% in 2025! W&S gained 1.7 points of grid share in 2025, rising to 18.9% from 17.2% in 2024. RE produced 25.7% of power in 2025, up from 24.1% in 2024. RE & nuclear (17.7%) totaled 43.4% of US electricity.

Nature spills 6X more oil into the oceans every year than all human tanker spills combined. Natural seeps: ~600,000 tonnes annually (longstanding best estimate from National Academies reports). Human tanker spills (last decade average): ~100,000 tonnes/year. Yet the narrative stays "oil industry is poisoning the planet." Reality check: Nature's been "spilling" way more, continuously, for millennia.

Aeroponic towers are a vertical farming technique that suspends plant roots in air and mists them with nutrients, achieving up to 90% water savings and triple growth speed compared to soil-based methods.

Utility bills are rising faster than new power construction can keep up. Enter virtual power plants, which are winning favor across state legislatures. canarymedia.com/articles/virtu…

Historical deforestation locally increased the intensity of hot days in northern mid-latitudes nature.com/articles/s4155…