America’s wind-farm “revolution” is broken (from The Wall Street Journal on September 7)…

Offshore wind farms should be one of the best solutions to the climate crisis but are turning out to be a lousy business. Getting the struggling industry back on its feet will require a new approach from companies and politicians alike. The public face of the dilemma is Ørsted, a former oil and gas producer
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U.S. shale oil production is expected to decline again next month, led by the Permian (from Tracy via X on September 19)…

Annnd quietly under the radar ….in yesterday’s EIA drilling report, they estimate that US shale production will decline in October, led by the Permian. In fact, this is the third month they are showing declines in Permian production. Talked about declines in US shale production showing up in Q4 weeks ago for  @complete_intel‘s podcast The
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Why uranium prices are soaring (from The Economist on September 21)…

When Russia invaded Ukraine, panic gripped Europe’s nuclear experts—the civilian variety, that is. Ukraine, where 15 reactors relied on Russia for their uranium, rushed to sign an unusually long 12-year deal with Canada. European utilities, also reliant on Russia, drew the maximum they could under other contracts. Most exposed were operators in Finland and eastern
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What Russia’s recent ban on diesel and gasoline exports could mean for energy markets and the economy (from Bloomberg on September 21)…

Russia’s decision to ban exports of diesel — and gasoline — risks disrupting fuel supplies ahead of winter, but how deep the impact will be depends on how long it lasts. The nation shipped more than one million barrels a day of diesel-type fuel so far this year, narrowly making it the world’s biggest seaborne
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Microsoft appears to be exploring a major investment in modular nuclear power (from Data Center Dynamics on September 22)…

Microsoft is hiring for a principal program manager of nuclear technology to “be responsible for maturing and implementing a global small modular reactor (SMR) and microreactor energy strategy.” Late last year, the company procured Clean Energy Credits (CECs) from Canadian energy firm Ontario Power Generation (OPG) to power its data centers. The credits include power
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