Radiant Gambit
As the world watches burning refineries, Russia is betting its future on a nuclear buildout.
The Brawl Street Journal
Energy, geopolitics, and markets shaped by physical and economic reality. Written by an ex-big-law attorney (PhD). Stop getting it secondhand.
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Squeezed From Four Sides
How a lack of US LNG would play out in Europe.
Absorbed Anomalies
China's "wasted" energy problem.
Ration Book
Europe starts deciding who gets electricity first.
Heads I Win, Tails You Lose
China's stakes in Europe's champions pay off whether the companies thrive or fail.
Facts on the Ground
When will Ukraine hit Russian LNG?
Six Guys and a Yacht
A London court ruling on Nord Stream marks what gets hit next.
Heat Death
On the freeze of the Russia-Ukraine war.
France's Vanishing Surplus
How Europe's largest electricity exporter is about to run short on electrons to sell.
Insulated From Reality
Europe's grid operators found a way to make 1,600 TWh of hydrogen volume appear on paper.
Pricing the Invisible
The war broke oil price discovery. The peace deal won't fix it.
Overcapacity
Europe is fighting its economic war on the wrong front.
Pure Beliefs
Carbon capture just arrived in Germany.
Farming on Fumes
The fertilizer fix that fixes nothing.
Played
How Europe is becoming a piece on the board.
Pain Starts Upstream
No oil, no pills.
Peak Solar
Germany's free money machine is running out of road.
The Strategic Rear
Europe is building Ukraine's drones. Russia has the factory addresses.
Committed to Nothing
On the chances of a Gulf-European pipeline
Rocks to Barrels
Hormuz may force Europe to reconsider the reserve it's desperate to bury.
The Reserves Illusion
Europe is courting gas suppliers sitting on the wrong side of the arithmetic.