Chris Nelder
@chrisnelder.bsky.social
Creator and Host of the Energy Transition Show @TransitionShow.bsky.social and energy futurist/analyst/writer/speaker. Peripatetic podcaster. More often on Mastodon at @chrisnelder.mastodon.energy.ap.brid.gy
Reposted by Chris Nelder
Reporter: Did you speak with the oil companies before the operation? Did you tip them off?
Trump: Before and after. They want to go in and they’re going to do a great job.
Trump: Before and after. They want to go in and they’re going to do a great job.
January 5, 2026 at 2:23 AM
Reporter: Did you speak with the oil companies before the operation? Did you tip them off?
Trump: Before and after. They want to go in and they’re going to do a great job.
Trump: Before and after. They want to go in and they’re going to do a great job.
ICYMI - Don't! Start your year off right and enjoy this deep dive into all the data that matters on the global energy transition in its entirety, free to all (no subscription required)!
To close out a huge year, we are lifting the paywall on Episode 254 so that all can enjoy this comprehensive review of the data on the global energy transition with @ember-energy.org's @nicolasfulghum.bsky.social xenetwork.org/ets/episodes...
HNY from all of us at @TransitionShow! #lagniappe
HNY from all of us at @TransitionShow! #lagniappe
[Episode #266] – Global Electricity Review 2025 (Lagniappe edition) | The Energy Transition Show
Global carbon emissions from the power sector may be close to peaking thanks to an accelerating energy transition.
xenetwork.org
January 5, 2026 at 12:17 AM
ICYMI - Don't! Start your year off right and enjoy this deep dive into all the data that matters on the global energy transition in its entirety, free to all (no subscription required)!
Reposted by Chris Nelder
Which is a big part of why the oil industry hasn’t been jumping at the opportunity https://www.politico.com/news/2025/12/17/trump-oil-venezuela-return-00695292
TFG thinks he can bully markets into doing what he wants (see: coal, oil prices, tariffs, interest rates, etc.) but they don’t work […]
TFG thinks he can bully markets into doing what he wants (see: coal, oil prices, tariffs, interest rates, etc.) but they don’t work […]
Original post on mastodon.energy
mastodon.energy
January 4, 2026 at 3:52 AM
Which is a big part of why the oil industry hasn’t been jumping at the opportunity https://www.politico.com/news/2025/12/17/trump-oil-venezuela-return-00695292
TFG thinks he can bully markets into doing what he wants (see: coal, oil prices, tariffs, interest rates, etc.) but they don’t work […]
TFG thinks he can bully markets into doing what he wants (see: coal, oil prices, tariffs, interest rates, etc.) but they don’t work […]
Reposted by Chris Nelder
Put it all together and (thank you ChatGPT) you get:
Producer
Typical all-in cost/bbl
Saudi Arabia (light/medium) ~$10–20
US shale (Permian) ~$35–55
Venezuela (extra-heavy) ~$40–60
Canadian oil sands (mining) ~$50–70
2/
Producer
Typical all-in cost/bbl
Saudi Arabia (light/medium) ~$10–20
US shale (Permian) ~$35–55
Venezuela (extra-heavy) ~$40–60
Canadian oil sands (mining) ~$50–70
2/
January 4, 2026 at 3:51 AM
Put it all together and (thank you ChatGPT) you get:
Producer
Typical all-in cost/bbl
Saudi Arabia (light/medium) ~$10–20
US shale (Permian) ~$35–55
Venezuela (extra-heavy) ~$40–60
Canadian oil sands (mining) ~$50–70
2/
Producer
Typical all-in cost/bbl
Saudi Arabia (light/medium) ~$10–20
US shale (Permian) ~$35–55
Venezuela (extra-heavy) ~$40–60
Canadian oil sands (mining) ~$50–70
2/
Reposted by Chris Nelder
The thing nearly all media commentators have missed (because nobody knows nothin’ about energy in media) is that Venezuela has a lot of oil alright, but it’s heavy sour, hard to produce, hard to refine, and hard to transport, requiring:
• Conventional drilling + artificial lift
• Diluent […]
• Conventional drilling + artificial lift
• Diluent […]
Original post on mastodon.energy
mastodon.energy
January 4, 2026 at 3:51 AM
The thing nearly all media commentators have missed (because nobody knows nothin’ about energy in media) is that Venezuela has a lot of oil alright, but it’s heavy sour, hard to produce, hard to refine, and hard to transport, requiring:
• Conventional drilling + artificial lift
• Diluent […]
• Conventional drilling + artificial lift
• Diluent […]
What world am I in?
January 3, 2026 at 8:14 PM
What world am I in?
Reposted by Chris Nelder
Remember the Industrialists' Trials... plundering occupied countries is a crime that the United States has prosecuted before.
And there ya have it…
Officials from top Wall Street firms will be traveling to Venezuela to investigate “investment prospects” of the country. “The trip will feature about 20 officials from the finance, energy and defense sectors.”
Officials from top Wall Street firms will be traveling to Venezuela to investigate “investment prospects” of the country. “The trip will feature about 20 officials from the finance, energy and defense sectors.”
Finance Industry Eyes Investment Opportunities in Venezuela
Some on Wall Street are already considering possible investment opportunities in Venezuela following the capture of Nicolás Maduro, according to Charles Myers, chairman of consulting firm Signum Globa...
www.wsj.com
January 3, 2026 at 7:54 PM
Remember the Industrialists' Trials... plundering occupied countries is a crime that the United States has prosecuted before.
Trump:
“I’ll avoid foreign military entanglements” ... “We will measure our success not only by the battles we win, but also by the wars that we end, and perhaps most importantly, the wars we never get into.” - Jan 20, 2025
“I’m not going to start wars, I’m going to stop wars.” - Nov 6, 2024
“I’ll avoid foreign military entanglements” ... “We will measure our success not only by the battles we win, but also by the wars that we end, and perhaps most importantly, the wars we never get into.” - Jan 20, 2025
“I’m not going to start wars, I’m going to stop wars.” - Nov 6, 2024
January 3, 2026 at 6:59 PM
Trump:
“I’ll avoid foreign military entanglements” ... “We will measure our success not only by the battles we win, but also by the wars that we end, and perhaps most importantly, the wars we never get into.” - Jan 20, 2025
“I’m not going to start wars, I’m going to stop wars.” - Nov 6, 2024
“I’ll avoid foreign military entanglements” ... “We will measure our success not only by the battles we win, but also by the wars that we end, and perhaps most importantly, the wars we never get into.” - Jan 20, 2025
“I’m not going to start wars, I’m going to stop wars.” - Nov 6, 2024
Reposted by Chris Nelder
Chevron CEO last month on Bloomberg TV: "The Venezuelan oil is sought after by US refiners...we're in discussions with the administration to ensure that we stay in compliance, that they understand the value that our presence [in Venezuela] brings to America"
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
January 3, 2026 at 6:25 PM
Chevron CEO last month on Bloomberg TV: "The Venezuelan oil is sought after by US refiners...we're in discussions with the administration to ensure that we stay in compliance, that they understand the value that our presence [in Venezuela] brings to America"
www.bloomberg.com/news/videos/...
www.bloomberg.com/news/videos/...
Reposted by Chris Nelder
He's mad she won the Nobel Peace Prize and he didn't. That's it. That's what it's all about. Best part is she idiotically and sycophantically dedicated her prize to him and he still won't back her and prefers to publicly denigrate on a day like today.
Trump on María Corina Machado: "I think it'd be very tough for her to be the leader. She doesn't have the support or the respect within the country. She's a very nice woman but she doesn't have the respect."
January 3, 2026 at 6:07 PM
He's mad she won the Nobel Peace Prize and he didn't. That's it. That's what it's all about. Best part is she idiotically and sycophantically dedicated her prize to him and he still won't back her and prefers to publicly denigrate on a day like today.
Reposted by Chris Nelder
Trump: "We're going to have our very large United States oil companies go in, spend billions of dollars, fix the badly broken infrastructure and start making money for the country. And we are ready to stage a second and much larger attack if we need to do so."
January 3, 2026 at 4:49 PM
Trump: "We're going to have our very large United States oil companies go in, spend billions of dollars, fix the badly broken infrastructure and start making money for the country. And we are ready to stage a second and much larger attack if we need to do so."
Electeds *will* say that the patriots of the American oil & gas industry stood up for the American people and the cause of global democracy and rule of law, and that the whole world benefited from cheaper oil.
Electeds should say any oil companies participating will be subject to sanctions and investigations
January 3, 2026 at 5:29 PM
Electeds *will* say that the patriots of the American oil & gas industry stood up for the American people and the cause of global democracy and rule of law, and that the whole world benefited from cheaper oil.
Reposted by Chris Nelder
News: Gang of Eight in Congress were only notified about Trump's Venezuela operation after it began, source familiar tells me. That means the heads of the Intelligence Committees in Senate and House were *not* consulted. Just crazy.
January 3, 2026 at 3:06 PM
News: Gang of Eight in Congress were only notified about Trump's Venezuela operation after it began, source familiar tells me. That means the heads of the Intelligence Committees in Senate and House were *not* consulted. Just crazy.
Back in November, the Venezuelan opposition leader explained the size of the prize to enthusiastic applause at the America Business Forum in Miami: $1.7 trillion in foreign investment opportunity for oil & minerals. youtu.be/l2J2JtO8R9Q?...
María Corina Machado on Courage and the Future of Venezuela | America Business Forum Miami 2025
YouTube video by AMERICA BUSINESS FORUM
youtu.be
January 3, 2026 at 5:08 PM
Back in November, the Venezuelan opposition leader explained the size of the prize to enthusiastic applause at the America Business Forum in Miami: $1.7 trillion in foreign investment opportunity for oil & minerals. youtu.be/l2J2JtO8R9Q?...
Reposted by Chris Nelder
Let's face it: Trump's attack on Venezuela is about fossil fuels* once more. Another reason to resume working on the energy transition this coming Monday!
Confirmed by Trump himself: bsky.app/profile/andy...
Confirmed by Trump himself: bsky.app/profile/andy...
The United States is going to be "very strongly involved" in Venezuela's oil industry after the operation to capture Maduro, Trump told Fox News.
He said: "We have the greatest oil companies in the world, the biggest, the greatest, and we’re going to be very much involved in it."
He said: "We have the greatest oil companies in the world, the biggest, the greatest, and we’re going to be very much involved in it."
January 3, 2026 at 4:19 PM
Let's face it: Trump's attack on Venezuela is about fossil fuels* once more. Another reason to resume working on the energy transition this coming Monday!
Confirmed by Trump himself: bsky.app/profile/andy...
Confirmed by Trump himself: bsky.app/profile/andy...
Reposted by Chris Nelder
Not bothering with any Iran-Contra style covert ops. No WMD justifications. No domino theory. No coup justification. None of that is necessary when you rule by executive fiat. We're just taking the oil because it's ours. Simple.
December 17, 2025 at 1:46 AM
Not bothering with any Iran-Contra style covert ops. No WMD justifications. No domino theory. No coup justification. None of that is necessary when you rule by executive fiat. We're just taking the oil because it's ours. Simple.
Reposted by Chris Nelder
Amid everything with Venezuela & Maduro and the Trump Regime's various justifications for its extrajudicial & anti-constitutional actions, a quick reminder that - just one month ago - Trump PARDONED former Honduras President Juan Orlando Hernández for his... wait for it... cocaine trafficking.
Breaking: President Trump pardons former Honduran President Juan Orlando Hernandez serving 45-year sentence on drug charges.
Amid anti-drug push, Trump pardons leader sentenced on cocaine charges
Trump said Nov. 28 that he planned to pardon the former Honduran leader, and a White House official confirmed Dec. 2 that the pardon had been issued.
bit.ly
January 3, 2026 at 3:21 PM
Amid everything with Venezuela & Maduro and the Trump Regime's various justifications for its extrajudicial & anti-constitutional actions, a quick reminder that - just one month ago - Trump PARDONED former Honduras President Juan Orlando Hernández for his... wait for it... cocaine trafficking.
BYD is now the world's top seller of EVs, selling ~38% more units in 2025 than Tesla did. electrek.co/2026/01/02/b...
BYD's P/E ratio: 17-25x, depending on timing and source
TSLA's P/E ratio: 294–310x
BYD's P/E ratio: 17-25x, depending on timing and source
TSLA's P/E ratio: 294–310x
BYD officially crushes Tesla in all-electric sales for 2025, secures global BEV crown
After years of trading quarterly blows, BYD has officially overtaken Tesla as the world’s largest manufacturer of all-electric vehicles (BEVs)...
electrek.co
January 2, 2026 at 9:50 PM
BYD is now the world's top seller of EVs, selling ~38% more units in 2025 than Tesla did. electrek.co/2026/01/02/b...
BYD's P/E ratio: 17-25x, depending on timing and source
TSLA's P/E ratio: 294–310x
BYD's P/E ratio: 17-25x, depending on timing and source
TSLA's P/E ratio: 294–310x
Big Tech, business groups and the governor successfully gutted State Sen. Steve Padilla's attempt to protect consumers from the costs, emissions & unintended consequences of the AI data center frenzy. Big money wins again! apnews.com/article/data...
(Soundtrack: www.youtube.com/watch?v=WQgu...)
(Soundtrack: www.youtube.com/watch?v=WQgu...)
Big Tech blocked California data center legislation, leaving only a study requirement
Tools that power artificial intelligence devour energy. But attempts to shield regular Californians from footing the bill in 2025 ended with a law requiring regulators to write a report about the issu...
apnews.com
January 2, 2026 at 9:31 PM
Big Tech, business groups and the governor successfully gutted State Sen. Steve Padilla's attempt to protect consumers from the costs, emissions & unintended consequences of the AI data center frenzy. Big money wins again! apnews.com/article/data...
(Soundtrack: www.youtube.com/watch?v=WQgu...)
(Soundtrack: www.youtube.com/watch?v=WQgu...)
Reposted by Chris Nelder
January 1, 2026 at 4:12 PM
Reposted by Chris Nelder
To close out a huge year, we are lifting the paywall on Episode 254 so that all can enjoy this comprehensive review of the data on the global energy transition with @ember-energy.org's @nicolasfulghum.bsky.social xenetwork.org/ets/episodes...
HNY from all of us at @TransitionShow! #lagniappe
HNY from all of us at @TransitionShow! #lagniappe
[Episode #266] – Global Electricity Review 2025 (Lagniappe edition) | The Energy Transition Show
Global carbon emissions from the power sector may be close to peaking thanks to an accelerating energy transition.
xenetwork.org
December 31, 2025 at 6:25 PM
To close out a huge year, we are lifting the paywall on Episode 254 so that all can enjoy this comprehensive review of the data on the global energy transition with @ember-energy.org's @nicolasfulghum.bsky.social xenetwork.org/ets/episodes...
HNY from all of us at @TransitionShow! #lagniappe
HNY from all of us at @TransitionShow! #lagniappe
QED.!
As we laid out very plainly in @transitionshow.bsky.social
Ep. 209 xenetwork.org/ets/episodes...
Ep. 219 xenetwork.org/ets/episodes...
and Ep. 237 xenetwork.org/ets/episodes...
As we laid out very plainly in @transitionshow.bsky.social
Ep. 209 xenetwork.org/ets/episodes...
Ep. 219 xenetwork.org/ets/episodes...
and Ep. 237 xenetwork.org/ets/episodes...
December 30, 2025 at 9:05 PM
QED.!
As we laid out very plainly in @transitionshow.bsky.social
Ep. 209 xenetwork.org/ets/episodes...
Ep. 219 xenetwork.org/ets/episodes...
and Ep. 237 xenetwork.org/ets/episodes...
As we laid out very plainly in @transitionshow.bsky.social
Ep. 209 xenetwork.org/ets/episodes...
Ep. 219 xenetwork.org/ets/episodes...
and Ep. 237 xenetwork.org/ets/episodes...
Grifters gonna grift, and in the energy sector, the biggest grifts are always in nukes.
www.pbs.org/newshour/pol...
www.pbs.org/newshour/pol...
Trump Media to merge with nuclear fusion company that wants to power AI
The combined company says it plans to find a site and begin construction next year on the “world’s first utility-scale fusion power plant,” with aims to provide the electricity needed for artificial i...
www.pbs.org
December 18, 2025 at 7:13 PM
Grifters gonna grift, and in the energy sector, the biggest grifts are always in nukes.
www.pbs.org/newshour/pol...
www.pbs.org/newshour/pol...
Did you hear that the restoration of the Current Policies Scenario (CPS) meant that IEA now sees increasing fossil fuel consumption as "business as usual" or a "central" scenario?
You heard wrong.
You heard wrong.
In Ep. 265, Chris returns to Paris to interview @timgould.bsky.social about @iea.org’s flagship World Energy Outlook 2025 report. We clarify what its scenarios actually mean (and what they don’t), and find the global energy transition very much still going strong. xenetwork.org/ets/episodes...
[Episode #265] – IEA World Energy Outlook 2025 | The Energy Transition Show
Chris returns to Paris to interview co-lead Tim Gould about the new World Energy Outlook 2025 report, and to explore the futures it contemplates.
xenetwork.org
December 17, 2025 at 6:17 PM
Did you hear that the restoration of the Current Policies Scenario (CPS) meant that IEA now sees increasing fossil fuel consumption as "business as usual" or a "central" scenario?
You heard wrong.
You heard wrong.