Between two worlds.
Cracks are appearing in the old energy systems and the new systems have yet to emerge. How much economic damage will we be able to withstand in the time between.
New Zealand Energy
Exploring the New Zealand Energy landscape.
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Market & Election Reflection.
Wondering if the market is at odds with the physics, and what this all means as scapegoating season begins.
Near miss.
Did the NZ grid have a close call last night?
Power Matters
Last night was interesting, we had lots of energy but we were running close to the edge on power.
Hormuz Revisited - How the Market Bought Time
Looking back at what I got wrong, what I got right, and what we can learn as we enter round two of this global energy crisis.
Fuel Prices On The Rise
The MOU is binned, Bab El-Mandeb re-enters the fray, Russian refineries and ships hit, storage drawing down, China re-entering the market, and what's this all mean for inflation?
More people, with more money, chasing less energy.
Last weeks OCR announcement signals increased confidence that our economic fortunes are changing. Does access to capital still regulate the economy and is the rate increase premature?
A Match Made in Heaven
Taking a look at Ontario's electricity system and making a few comparisons with New Zealand.
The Orchestra
A symphony of generation bringing harmony to New Zealand?
Doing the Math.
Putting some numbers to the narrative.
The Math Ain’t Mathing
Scrolling the news this morning has me scratching my head.