Warren Buffett's Birkshire Hathaway HomeServices say demographics could lead to a home price collapse. "Between 13.1 and 14.6 million boomers will abandon homeownership from 2026-2036, raising housing industry fears that such a large inventory of homes could lead to price

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Who could have guessed that a state mandated insulation scheme would be a total failure? Scrapping the scheme will cut energy bills.

The same Phillips Curve delusion that caught out the Reserve Bank of Oz also pulled the UK’s pants down. While Nigel Farage MP kept telling people “inflation is a disease of money”.

Anyone who is worried about emissions should be asking why Germany is building gas power plants after shutting nuclear power plants.

Gas and coal will fuel most new power demand for AI

Funny to see how the FT and Bloomberg are publishing the charts I made a couple of years ago

Returns while each president was in office: Oil and Gas E&P ETF (XOP) Trump -57% Biden +92% Trump 2 -11% Clean Energy ETF (ICLN) Trump 1 +277% Biden -63% Trump 2 +46%

The Dutch are about to realize that “cheap renewable energy” isn’t cheap at all. The more unreliable solar and wind governments force onto their electricity grids, the higher electricity prices in those countries are.

Hoisted by its own petard? Felled by its own cost of energy? Sunk by its own subsidy? bloomberg.com/news/articles/…

So Chris Whitty now admits it wasn’t a great idea to confine millions of Brits indoors to fight a respiratory virus it was very hard to catch outdoors. “It happened almost by accident,” says the Covid scientific genius. No words. mol.im/a/15211187

Japan is in a debt crisis. When the BoJ allows yields to rise, the Yen stabilizes but rising yields make the debt burden unaffordable. When the BoJ caps yields, the Yen weakens, threatening another devaluation spiral like in 2022-2024. No good options... robinjbrooks.substack.com/p/japans-debt-…

"In the past two quarters, not a single firm order was made for offshore-wind turbines anywhere else in the world [other than China], according to data compiled by BloombergNEF"

Western government's strategy for overcoming Chinese resources overcapacity is to add more production...

Not enough power, not enough housing, not enough water and now... bloomberg.com/news/articles/…

Just want to go on record that the new Japanese PM's economic policy is precisely the opposite to Thatcher's, despite facing similar challenges.

An important chart from The Washington Post on energy costs – generation has become cheaper, but the cost of delivering energy to consumers across the grid has more than doubled.

Der erste deutsche Offshore-Windpark "Alpha Ventus" von 2010 soll ab 2027 wieder abgebaut werden. Bei Gesamtkosten von geschätzt 458 Mio Euro (Baukosten, Kapitaldienst, Betriebskosten, Abbau) wird er in 16 Jahren mit 3,2 TWh Deutschlands Strombedarf von etwas über zwei Tagen

Europe's solar boom is breaking the grid Unreliable renewables caused a record 8,645 voltage exceedances last year (up 2,000% since 2015) This means power stations may disconnect, leading to system-wide blackouts like Spain Experts warn "controlled blackouts will soon be

One more point here: - IEA's 9% global gas demand growth forecast for 2025-2030 includes a 9% DECLINE in Europe. - S&P Global is projecting a 6% INCREASE in Europe to 38 bcf/d, that grows to 10% (39.5 bcf/d) if (when) climate laws are rolled back. So IEA #s may be too low.