@charlesellinas.bsky.social
Is the ‘energy transition’ a real thing? - “What has been unfolding is not so much an ‘energy transition’ as an ‘energy addition’.” The energy transition, in short, can’t be taken for granted — and arguably hasn’t really even begun www.ft.com/content/203a... via @ft
Is the ‘energy transition’ a real thing?
Fossil fuel demand has kept growing amid the rise of low-carbon technology
www.ft.com
December 17, 2025 at 5:21 PM
Is the ‘energy transition’ a real thing? - “What has been unfolding is not so much an ‘energy transition’ as an ‘energy addition’.” The energy transition, in short, can’t be taken for granted — and arguably hasn’t really even begun www.ft.com/content/203a... via @ft
EU admits carbon border tax ‘too clunky’ as it closes loopholes - The European Commission announced several revisions, but CBAM is still facing a lot of resistance, including from the US and China www.ft.com/content/e801... via @ft
EU admits carbon border tax ‘too clunky’ as it closes loopholes
Brussels confirms plans to extend CBAM to downstream products such as washing machines and garden tools
www.ft.com
December 17, 2025 at 11:13 AM
EU admits carbon border tax ‘too clunky’ as it closes loopholes - The European Commission announced several revisions, but CBAM is still facing a lot of resistance, including from the US and China www.ft.com/content/e801... via @ft
OPEC Secretary Generals Corner:
Does the ‘fossil fuel’ label require a rethink? - OPEC is looking into rebranding fossil fuels www.opec.org/sgcorner-det...
Does the ‘fossil fuel’ label require a rethink? - OPEC is looking into rebranding fossil fuels www.opec.org/sgcorner-det...
Secretary General’s Corner
Does the ‘fossil fuel’ label require a rethink?
www.opec.org
December 17, 2025 at 11:05 AM
OPEC Secretary Generals Corner:
Does the ‘fossil fuel’ label require a rethink? - OPEC is looking into rebranding fossil fuels www.opec.org/sgcorner-det...
Does the ‘fossil fuel’ label require a rethink? - OPEC is looking into rebranding fossil fuels www.opec.org/sgcorner-det...
Outlook 2026: The next oil shock – From peak demand mirage to structural tightness - Oil prices look set to come under pressure next year as oversupply hits, but longer-term the risk is underinvestment as demand continues to grow past 2030 pemedianetwork.com/petroleum-ec...
Outlook 2026: The next oil shock – From peak demand mirage to structural tightness
Oil prices look set to come under pressure next year as oversupply hits, but longer-term the risk is underinvestment as demand continues to grow past 2030
pemedianetwork.com
December 17, 2025 at 7:42 AM
Outlook 2026: The next oil shock – From peak demand mirage to structural tightness - Oil prices look set to come under pressure next year as oversupply hits, but longer-term the risk is underinvestment as demand continues to grow past 2030 pemedianetwork.com/petroleum-ec...
Trump’s war on Europe - American foreign policy now aims to help rightwing nationalists into power across the continent. "If today’s liberal Europe is to endure, these reactionary fantasies must be confronted and defeated" www.ft.com/content/b17e... via @ft
Trump’s war on Europe
American foreign policy now aims to help rightwing nationalists into power across the continent
www.ft.com
December 17, 2025 at 7:38 AM
Trump’s war on Europe - American foreign policy now aims to help rightwing nationalists into power across the continent. "If today’s liberal Europe is to endure, these reactionary fantasies must be confronted and defeated" www.ft.com/content/b17e... via @ft
1 big thing: The EV rethink now spans oceans - Big news on both sides of the Atlantic shows how the EV future is a more distant horizon than advocates — and some automakers — once hoped www.axios.com/newsletters/... #axiosfutureofenergy
Axios Future of Energy - 1 big thing: The EV rethink now spans oceans
www.axios.com
December 16, 2025 at 5:34 PM
1 big thing: The EV rethink now spans oceans - Big news on both sides of the Atlantic shows how the EV future is a more distant horizon than advocates — and some automakers — once hoped www.axios.com/newsletters/... #axiosfutureofenergy
U.S. Shale Turns From Drilling Faster to Recovering More Oil - By turning to AI, longer laterals, and advanced proppants to extract more barrels from existing wells | OilPrice.com oilprice.com/Energy/Energ... #oilprice
Crude Oil Prices Today | OilPrice.com
Crude oil prices & gas price charts. Oil price charts for Brent Crude, WTI & oil futures. Energy news covering oil, petroleum, natural gas and investment advice
OilPrice.com
December 16, 2025 at 5:23 PM
U.S. Shale Turns From Drilling Faster to Recovering More Oil - By turning to AI, longer laterals, and advanced proppants to extract more barrels from existing wells | OilPrice.com oilprice.com/Energy/Energ... #oilprice
Brent should average $65/b in 2026, Barclays says - Despite expecting a 1.9 million b/d surplus next year, it says inventories remain low, spare capacity is low and geopolitical tensions continue to pose asymmetric upside risks to prices boereport.com/2025/12/11/b... via @BOEReport
Brent should average $65/bbl in 2026, Barclays says | BOE Report
Brent crude oil is expected to average $65 per barrel next year, Barclays said on Thursday, while projecting a supply surplus for the year. "We expect a 1.9 million barrels per day surplus next year, ...
boereport.com
December 13, 2025 at 1:46 PM
Brent should average $65/b in 2026, Barclays says - Despite expecting a 1.9 million b/d surplus next year, it says inventories remain low, spare capacity is low and geopolitical tensions continue to pose asymmetric upside risks to prices boereport.com/2025/12/11/b... via @BOEReport
“The liberal world order is out; in its place comes survival of the fittest. Rather than old-fashioned superpower competition, Trump is keen to pursue imperial collusion with both Russia and China. The rest of the world, including Europe, is on the colonial menu” ep.ft.com/permalink/em...
Welcome to the last weekend edition of Europe Express in 2025.
ep.ft.com
December 13, 2025 at 12:03 PM
“The liberal world order is out; in its place comes survival of the fittest. Rather than old-fashioned superpower competition, Trump is keen to pursue imperial collusion with both Russia and China. The rest of the world, including Europe, is on the colonial menu” ep.ft.com/permalink/em...
A revealing late-night compromise on EU’s new Corporate Sustainability Due Diligence Directive - But will it be enough? Other tests of Brussels’ green agenda are coming thick and fast, including CBAM ep.ft.com/permalink/em...
So this week’s revision of that directive gives an important signal of the direction of movement around the EU’s larger green policy push — which has come under fire from powerful voices in Europe, as well as in Washington.
ep.ft.com
December 12, 2025 at 12:28 PM
A revealing late-night compromise on EU’s new Corporate Sustainability Due Diligence Directive - But will it be enough? Other tests of Brussels’ green agenda are coming thick and fast, including CBAM ep.ft.com/permalink/em...
FT: Special Report-The electrification of everything -"Many countries are moving away from fossil fuels by turning to electricity produced from renewable sources." There is a fallacy here. Wind+solar provided only 15% of electricity globally in 2024 www.ft.com/reports/elec...
The electrification of everything
Many countries are moving away from fossil fuels by turning to electricity produced from renewable sources. However, the electrification of areas such as transport, heating and industry will cost bill...
www.ft.com
December 12, 2025 at 11:17 AM
FT: Special Report-The electrification of everything -"Many countries are moving away from fossil fuels by turning to electricity produced from renewable sources." There is a fallacy here. Wind+solar provided only 15% of electricity globally in 2024 www.ft.com/reports/elec...
Why Maga hates Europe: Trump takes the culture wars across the Atlantic - Part of it are disputes over trade, tech/climate regulation, and defence spending. But “the things that they don’t like about Europe are the things that they don’t like about the US” www.ft.com/content/db1c...
Why Maga hates Europe: Trump takes the culture wars across the Atlantic
US president’s attacks on America’s allies extend his campaign to dismantle the pillars of liberal power
www.ft.com
December 12, 2025 at 11:09 AM
Why Maga hates Europe: Trump takes the culture wars across the Atlantic - Part of it are disputes over trade, tech/climate regulation, and defence spending. But “the things that they don’t like about Europe are the things that they don’t like about the US” www.ft.com/content/db1c...
Greece’s Pierrakakis wins Eurogroup race - This may strengthen the hand of Greece's prime minister Mitsotakis who is pushing for a more pragmatic EU energy policy that balances decarbonisation with affordability, competitiveness and energy security www.politico.eu/article/grex...
From Grexit to Eurogroup chief: Greece’s recovery story
Kyriakos Pierrakakis’ journey from computer scientist to president of the Eurogroup.
www.politico.eu
December 11, 2025 at 5:08 PM
Greece’s Pierrakakis wins Eurogroup race - This may strengthen the hand of Greece's prime minister Mitsotakis who is pushing for a more pragmatic EU energy policy that balances decarbonisation with affordability, competitiveness and energy security www.politico.eu/article/grex...
1 big thing: Buildings go up as fusion work advances - "Historically, fusion has really been just only about the science of fusion, and that's gone very well." But now it's ready, at the stage to be talking about building facilities www.axios.com/newsletters/... #axiosfutureofenergy
Axios Future of Energy - 1 big thing: Buildings go up as fusion work advances
www.axios.com
December 11, 2025 at 2:17 PM
1 big thing: Buildings go up as fusion work advances - "Historically, fusion has really been just only about the science of fusion, and that's gone very well." But now it's ready, at the stage to be talking about building facilities www.axios.com/newsletters/... #axiosfutureofenergy
The hidden cost of ultra-cheap solar power - Paradox: Low prices leave companies with little incentive to invest in environmentally sustainable practices www.ft.com/content/33b4... via @ft
The hidden cost of ultra-cheap solar power
Low prices leave companies with little incentive to invest in environmentally sustainable practices
www.ft.com
December 11, 2025 at 1:59 PM
The hidden cost of ultra-cheap solar power - Paradox: Low prices leave companies with little incentive to invest in environmentally sustainable practices www.ft.com/content/33b4... via @ft
Building energy resilience in an uncertain world - European planning has not been sufficiently strategic. "If we manage demand growth poorly, or if we close resources too quickly, we could have a lot more disruption than we have now.” www.ft.com/content/45d4... via @ft
Building energy resilience in an uncertain world
Cutting demand is emerging as one of the most powerful and overlooked options for strengthening energy security
www.ft.com
December 11, 2025 at 1:42 PM
Building energy resilience in an uncertain world - European planning has not been sufficiently strategic. "If we manage demand growth poorly, or if we close resources too quickly, we could have a lot more disruption than we have now.” www.ft.com/content/45d4... via @ft
Trump dominates democracy in Europe, int. POLITICO Poll shows - Europeans share Trump’s view that their leaders are weak — at least compared with the US president — and see him as more decisive. Europeans do not think their leaders are doing a good job www.politico.eu/article/dona...
Trump dominates democracy in Europe, international POLITICO Poll shows
Europeans share Trump’s view that their leaders are weak — at least compared with the U.S. president — and see him as more decisive.
www.politico.eu
December 11, 2025 at 12:46 PM
Trump dominates democracy in Europe, int. POLITICO Poll shows - Europeans share Trump’s view that their leaders are weak — at least compared with the US president — and see him as more decisive. Europeans do not think their leaders are doing a good job www.politico.eu/article/dona...
Inside the failed green revolutions at BP & Shell - “Our optimism for a fast transition was misplaced and we went too far, too fast...Oil&gas will be needed for decades to come.” Both have since dramatically scaled back their energy transition businesses www.ft.com/content/c6d7...
Inside the failed green revolutions at BP and Shell
How the energy giants tried to transform their businesses — but ended up dramatically scaling back those plans and writing off billions of dollars
www.ft.com
December 11, 2025 at 7:35 AM
Inside the failed green revolutions at BP & Shell - “Our optimism for a fast transition was misplaced and we went too far, too fast...Oil&gas will be needed for decades to come.” Both have since dramatically scaled back their energy transition businesses www.ft.com/content/c6d7...
How will the Power of Siberia 2 pipeline alter global energy markets? Economic cooperation between Russia and China has intensified. An FT Report brxcdn.com/fts-app-stor...
brxcdn.com
December 10, 2025 at 3:30 PM
How will the Power of Siberia 2 pipeline alter global energy markets? Economic cooperation between Russia and China has intensified. An FT Report brxcdn.com/fts-app-stor...
Ελληνικές διπλωματικές πηγές: Μόνη διαφορά με Τουρκία η οριοθέτηση ΑΟΖ και υφαλοκρηπίδας www.brief.com.cy/oikonomia/di...
Ελληνικές διπλωματικές πηγές: Μόνη διαφορά με Τουρκία η οριοθέτηση ΑΟΖ και υφαλοκρηπίδας
«H Ελλάδα παραμένει προσηλωμένη στις αρχές του Διεθνούς Δικαίου»
www.brief.com.cy
December 10, 2025 at 11:10 AM
Ελληνικές διπλωματικές πηγές: Μόνη διαφορά με Τουρκία η οριοθέτηση ΑΟΖ και υφαλοκρηπίδας www.brief.com.cy/oikonomia/di...
US shale gas is back: new demand signals underpin upstream opportunity - Demand across the region is expected to grow more than 35% by 2040, requiring a near doubling of gas-focused capex to deliver almost 40 bcfd of new supply www.woodmac.com/news/opinion...
US shale gas is back: new demand signals underpin upstream opportunity | Wood Mackenzie
Explore why US Lower 48 gas demand is set to surge 35% by 2040, creating major upstream investment opportunities. Learn how rising prices, LNG growth, and M&A are shaping the next wave of gas supply.
www.woodmac.com
December 10, 2025 at 9:11 AM
US shale gas is back: new demand signals underpin upstream opportunity - Demand across the region is expected to grow more than 35% by 2040, requiring a near doubling of gas-focused capex to deliver almost 40 bcfd of new supply www.woodmac.com/news/opinion...
AI's energy gusher - The age of AI is ushering in the golden age of American energy. "Artificial intelligence is … going to be the next fracking boom. It is going to allow us to explore the subsurface in a way we never have before" www.axios.com/newsletters/... #axiosam
Axios AM - 1 big thing: AI's energy gusher
www.axios.com
December 9, 2025 at 11:14 AM
AI's energy gusher - The age of AI is ushering in the golden age of American energy. "Artificial intelligence is … going to be the next fracking boom. It is going to allow us to explore the subsurface in a way we never have before" www.axios.com/newsletters/... #axiosam
EU strikes deal to further weaken corporate sustainability laws - In response to pressure from companies and governments www.reuters.com/sustainabili...
EU strikes deal to further weaken corporate sustainability laws
European Union members and parliament reached a deal on Tuesday to cut corporate sustainability laws, after months of pressure from companies and governments, including the United States and Qatar.
www.reuters.com
December 9, 2025 at 10:56 AM
EU strikes deal to further weaken corporate sustainability laws - In response to pressure from companies and governments www.reuters.com/sustainabili...
Trump’s America and a clash of civilisations with Europe - The NSS makes clear that there is now a battle under way between two different versions of the west — which pits the US and Europe against each other www.ft.com/content/9536... via @ft
Trump’s America and a clash of civilisations with Europe
The White House sees mass immigration as a bigger threat than Russia — and it is pressuring Europe to agree
www.ft.com
December 9, 2025 at 7:56 AM
Trump’s America and a clash of civilisations with Europe - The NSS makes clear that there is now a battle under way between two different versions of the west — which pits the US and Europe against each other www.ft.com/content/9536... via @ft
The White House’s rupture with the western alliance - Trump’s security strategy is a wake-up call for Europe on defence and growth. It confirms the urgency of European action www.ft.com/content/e055... via @ft
The White House’s rupture with the western alliance
Trump’s security strategy is a wake-up call for Europe on defence and growth
www.ft.com
December 8, 2025 at 8:01 PM
The White House’s rupture with the western alliance - Trump’s security strategy is a wake-up call for Europe on defence and growth. It confirms the urgency of European action www.ft.com/content/e055... via @ft