There's some interesting trends in where China's #solar exports are headed. And with those prices, few if any other manufacturers can compete:

The risk of Vietnam canceling much of its 'planned' gas-fired power capacity is high, as #cleanenergy generation capacity has jumped by over 140% since 2018. And as Vietnam is home to nearly half of SE Asia's planned #naturalgas capacity growth, that may be bad for #gas bulls:

Today's column looks at how much #cleanenergy is powering #electricity supplies across US states and territories. From Vermont's nearly 100% clean electricity supplies to Puerto Rico's 97% #fossilfuel-fired supplies, there's quite a range: reuters.com/business/energ…

UK's last #coal plant shutdown bodes well for US #LNG exports: Maguire reuters.com/markets/commod…

While this post is making the rounds, I should probably plug my work. I write a newsletter about climate change and clean energy. I make lots of charts like the one above. You can subscribe here: distilled.earth

The painful surge in the cost of living was a major driver of votes for President Trump in the US election this year. And the price of everything that I consume has indeed exploded since 2020. The key question now is can the new administration do anything about it?

Iran oil doomsday in Hormuz may be more fear than reality reuters.com/markets/commod…

Iran tensions make thermal coal a winner against pricier LNG - Clyde Russell reuters.com/markets/commod…

Forget AI. Keeping cool is the bigger power sector problem - Gavin Maguire reuters.com/business/energ…

Today's column:

Here's a refresher on Russia's commodities clout ahead of the Trump-Putin talks reuters.com/markets/commod… Natural gas, Crude oil, Coal, Nickel, Cobalt, Palladium, Wheat....

US gas-heavy power pipeline set to stoke LNG exporter tensions: Reuters Open Interest (ROI) Data from Global Energy Monitor reuters.com/markets/commod…

Charting the projected US power capacity mix through 2035 - Gavin Maguire reuters.com/business/energ…

Very important story here on how Pakistan's solar boom is accelerating water table depletion in rural areas: reuters.com/sustainability…