Jamie Smyth
@jamiesmythft.bsky.social
US energy editor Financial Times based in NYC - after reporting stints in Sydney, Dublin and Brussels.
Exxon to ‘pace’ its planned $30bn spending on low-carbon projects blaming weak customer demand and bad government policies on.ft.com/442io1Y @financialtimes.com
Exxon to ‘pace’ low-carbon spending blaming weak demand and bad policies
[FREE TO READ] CEO Darren Woods says rules reminiscent of ‘centrally planned economies’ have failed to support green products
on.ft.com
November 9, 2025 at 5:06 PM
Exxon to ‘pace’ its planned $30bn spending on low-carbon projects blaming weak customer demand and bad government policies on.ft.com/442io1Y @financialtimes.com
Are we witnessing an US nuclear renaissance or a stock market bubble? The @financialtimes.com takes a look at Oklo, the Sam Altman-backed company with big ambitions and ties to the White House www.ft.com/content/d87c...
The $17bn nuclear start-up without any revenue
A nuclear technology company backed by Sam Altman is riding a wave of investor enthusiasm
www.ft.com
November 6, 2025 at 6:03 PM
Are we witnessing an US nuclear renaissance or a stock market bubble? The @financialtimes.com takes a look at Oklo, the Sam Altman-backed company with big ambitions and ties to the White House www.ft.com/content/d87c...
Google agrees deal to reopen US nuclear plant with NextEra, amid a scramble by tech giants to source electricity to power the AI revolution on.ft.com/3JtSeOG @financialtimes.com
Google agrees deal to reopen US nuclear plant with NextEra
[FREE TO READ] Duane Arnold Energy Center expected to start delivering power in 2029
on.ft.com
October 27, 2025 at 11:20 PM
Google agrees deal to reopen US nuclear plant with NextEra, amid a scramble by tech giants to source electricity to power the AI revolution on.ft.com/3JtSeOG @financialtimes.com
Oklo has no revenues, no licence to operate reactors and no binding power supply contracts. But the Sam Altman-backed company is now worth $20bn: Is this sustainable? A @financialtimes.com deep dive on.ft.com/4ovgxuv
Inside Oklo: the $20bn nuclear start-up without any revenue
[FREE TO READ] Silicon Valley company with links to Trump administration rides wave of investor enthusiasm
on.ft.com
October 22, 2025 at 1:03 PM
Oklo has no revenues, no licence to operate reactors and no binding power supply contracts. But the Sam Altman-backed company is now worth $20bn: Is this sustainable? A @financialtimes.com deep dive on.ft.com/4ovgxuv
Inside a sodium-cooled fast reactor
October 22, 2025 at 12:58 PM
Inside a sodium-cooled fast reactor
US offers nuclear energy companies access to weapons-grade plutonium in bid to boost nucelar revival, ignoring concerns over proliferation risks on.ft.com/4qnLRx4 @financialtimes.com
US offers nuclear energy companies access to weapons-grade plutonium
[FREE TO READ] Expert warns commercial use of the radioactive material from cold war-era warheads carries safety risks
on.ft.com
October 21, 2025 at 9:50 PM
US offers nuclear energy companies access to weapons-grade plutonium in bid to boost nucelar revival, ignoring concerns over proliferation risks on.ft.com/4qnLRx4 @financialtimes.com
Rare earths shares soar into bubble territory as US and China battle over export controls, prompting Trump to intervene in strategic sector on.ft.com/4oj8vp3 @financialtimes.com
Rare earths shares soar as US and China battle over export controls
[FREE TO READ] Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes
on.ft.com
October 20, 2025 at 2:53 PM
Rare earths shares soar into bubble territory as US and China battle over export controls, prompting Trump to intervene in strategic sector on.ft.com/4oj8vp3 @financialtimes.com
Venture Global moves to quell client suspicions over LNG contracts, as financial and legal pressures rise following arbitration loss against BP on.ft.com/47eGffQ @financialtimes.com
Venture Global seeks to quell client suspicions over LNG contracts
[FREE TO READ] US exporter wrote to customers affirming commitment to deliver on contractual obligations following arbitration loss
on.ft.com
October 17, 2025 at 12:33 PM
Venture Global moves to quell client suspicions over LNG contracts, as financial and legal pressures rise following arbitration loss against BP on.ft.com/47eGffQ @financialtimes.com
Venture Global loses high stakes arbitration with BP over disputed cargoes in a major blow to one of the largest US LNG providers on.ft.com/42Blo4N @financialtimes.com
Venture Global loses arbitration with BP over disputed LNG cargoes
[FREE TO READ] US exporter was accused of breaching contracts to profit from higher prices during Russia’s invasion of Ukraine
on.ft.com
October 9, 2025 at 9:15 PM
Venture Global loses high stakes arbitration with BP over disputed cargoes in a major blow to one of the largest US LNG providers on.ft.com/42Blo4N @financialtimes.com
What’s driving the ‘surprising’ drop in methane emissions in the Permian Basin, the largest US oilfield? @financialtimes.com on.ft.com/4o4vW4A
What’s driving the ‘surprising’ drop in Permian Basin emissions?
[FREE TO READ] Also in today’s newsletter, the Trump administration presses Brussels over methane regulation
on.ft.com
October 9, 2025 at 3:58 PM
What’s driving the ‘surprising’ drop in methane emissions in the Permian Basin, the largest US oilfield? @financialtimes.com on.ft.com/4o4vW4A
Private equity is buying up energy utilities: but will this multibillion dollar bet on powering the AI boom pay off for investors and what will it do to residential power prices? Read @financialtimes.com on.ft.com/4pZWeXs
Private equity bets big on utilities
[FREE TO READ] Investors seek to profit from rising energy demand driven by AI data centres
on.ft.com
October 7, 2025 at 2:27 PM
Private equity is buying up energy utilities: but will this multibillion dollar bet on powering the AI boom pay off for investors and what will it do to residential power prices? Read @financialtimes.com on.ft.com/4pZWeXs
Shell's top executive in the US says Trump administration’s attacks on wind projects harm investment and pledges not to "step away" from DEI on.ft.com/3KyLYp7 @financialtimes.com
Shell says Trump administration’s attacks on wind projects harm investment
[FREE TO READ] Energy company’s American head also says Shell will not ‘step away’ from diversity, equity and inclusion policy
on.ft.com
October 5, 2025 at 12:42 PM
Shell's top executive in the US says Trump administration’s attacks on wind projects harm investment and pledges not to "step away" from DEI on.ft.com/3KyLYp7 @financialtimes.com
US rush to expand LNG exports heightens fears of global gas glut, with as many as five more terminals due to be green lit before year end on.ft.com/488J305 @financialtimes.com
US rush to expand LNG exports heightens fears of global gas glut
[FREE TO READ] Shell and TotalEnergies voice oversupply concerns as US companies race to build more terminals
on.ft.com
October 3, 2025 at 7:57 PM
US rush to expand LNG exports heightens fears of global gas glut, with as many as five more terminals due to be green lit before year end on.ft.com/488J305 @financialtimes.com
IPO of company developing a $50bn plus "Trump energy campus" in Texas surges 27% on debut, netting $2.2bn windfall for former US Energy Sec Rick Perry and his son @financialtimes.com on.ft.com/3It3oCZ
IPO of data centre developer touting Trump ties surges on market debut
[FREE TO READ] Investors flock to real estate start-up co-founded by former US energy secretary valued at $16bn
on.ft.com
October 1, 2025 at 6:16 PM
IPO of company developing a $50bn plus "Trump energy campus" in Texas surges 27% on debut, netting $2.2bn windfall for former US Energy Sec Rick Perry and his son @financialtimes.com on.ft.com/3It3oCZ
Exxon CEO seeks security assurances from Mozambique president over Islamist insurgency before greenlighting a massive $30bn LNG project @financialtimes.com enterprise-sharing.ft.com/redeem/0aa90...
Exxon chief sought security assurances from Mozambique president at UN
[FREE TO READ] US oil major is in final stages of deciding whether to go ahead with $30bn LNG export terminal amid jihadist insurgency
enterprise-sharing.ft.com
September 30, 2025 at 2:08 PM
Exxon CEO seeks security assurances from Mozambique president over Islamist insurgency before greenlighting a massive $30bn LNG project @financialtimes.com enterprise-sharing.ft.com/redeem/0aa90...
The US’s largest public utility is taking a multibillion-dollar gamble on a moonshot nuclear fusion technology backed by Bill Gates that could provide unlimited, carbon-free energy on.ft.com/4nLhiPT @financialtimes.com
Top US utility bets big on new nuclear technology as AI demand grows
[FREE TO READ] The Tennessee Valley Authority plans to replace a coal-fired plant with multibillion-dollar fusion facility — if it works
on.ft.com
September 19, 2025 at 6:36 PM
The US’s largest public utility is taking a multibillion-dollar gamble on a moonshot nuclear fusion technology backed by Bill Gates that could provide unlimited, carbon-free energy on.ft.com/4nLhiPT @financialtimes.com
Exxon chief says company has ‘no plans to re-enter Russia, despite a push by Moscow and Washington to link energy investments to a peace deal in Ukraine on.ft.com/4n2iCOa @financialtimes.com n
Exxon chief says company has ‘no plans to re-enter Russia’
[FREE TO READ] Darren Woods says talks with Russian officials aimed at recouping $4.6bn in expropriated assets
on.ft.com
September 18, 2025 at 11:19 AM
Exxon chief says company has ‘no plans to re-enter Russia, despite a push by Moscow and Washington to link energy investments to a peace deal in Ukraine on.ft.com/4n2iCOa @financialtimes.com n
Surging US power costs defy Donald Trump’s pledge to halve consumer bills and become key vulnerability for Republicans in upcoming elections on.ft.com/3VlVQEN @financialtimes.com
Surging US power costs defy Donald Trump’s pledge to halve bills
[FREE TO READ] Electricity price inflation sparks political debate ahead of elections
on.ft.com
September 17, 2025 at 2:26 PM
Surging US power costs defy Donald Trump’s pledge to halve consumer bills and become key vulnerability for Republicans in upcoming elections on.ft.com/3VlVQEN @financialtimes.com
SEC allows Exxon to set up the first automated company run "vote with the board" retail shareholder voting programme which could blunt shareholder activism @financialtimes.com on.ft.com/4mdewS5
SEC allows Exxon plan to limit shareholder activism
[FREE TO READ] Opt-in proxy system would automate retail investor votes to support board positions
on.ft.com
September 15, 2025 at 3:42 PM
SEC allows Exxon to set up the first automated company run "vote with the board" retail shareholder voting programme which could blunt shareholder activism @financialtimes.com on.ft.com/4mdewS5
Trump's war against offshore wind- an industry dominated by European companies- is raising big sovereign risk concerns for foreign investors, even among oil and gas companies @financialtimes.com on.ft.com/3VGITFI
Trump’s war on offshore wind raising ‘sovereign risk’ for foreign investors
[FREE TO READ] Critics warn the harassment of overseas companies jeopardises the US president’s goal of attracting investment
on.ft.com
September 11, 2025 at 1:22 PM
Trump's war against offshore wind- an industry dominated by European companies- is raising big sovereign risk concerns for foreign investors, even among oil and gas companies @financialtimes.com on.ft.com/3VGITFI
Donald Trump’s assault on green energy could halve pace of US decarbonisation, warns report, which highlights risk US emissions start rising again from late 2030s without policy reversal on.ft.com/46kLrOP @financialtimes.com
Donald Trump’s assault on green energy could halve pace of US decarbonisation, report finds
Forecasts pinned to president’s axing of tax credits and surging electricity demand due to artificial intelligence
www.ft.com
September 10, 2025 at 12:21 PM
Donald Trump’s assault on green energy could halve pace of US decarbonisation, warns report, which highlights risk US emissions start rising again from late 2030s without policy reversal on.ft.com/46kLrOP @financialtimes.com
US demands EU stops buying Russian gas if it wants new sanctions on Putin and warns Brussels that its climate laws could destroy the EU-US trade deal on.ft.com/487Vd9j @financialtimes.com
US demands EU stops buying Russian gas if it wants new sanctions on Putin
[FREE TO READ] Energy secretary also says European climate rules threaten trade deal with Trump administration
on.ft.com
September 8, 2025 at 12:57 PM
US demands EU stops buying Russian gas if it wants new sanctions on Putin and warns Brussels that its climate laws could destroy the EU-US trade deal on.ft.com/487Vd9j @financialtimes.com
Reposted by Jamie Smyth
This week on Behind the Money from the @financialtimes.com, we're looking at the competition between Chevron and Exxon with US energy editor, @jamiesmythft.bsky.social:
"These two US oil majors, Chevron and Exxon, they're in a battle for the future."
🎧: podcasts.apple.com/us/podcast/b...
"These two US oil majors, Chevron and Exxon, they're in a battle for the future."
🎧: podcasts.apple.com/us/podcast/b...
September 5, 2025 at 11:15 AM
This week on Behind the Money from the @financialtimes.com, we're looking at the competition between Chevron and Exxon with US energy editor, @jamiesmythft.bsky.social:
"These two US oil majors, Chevron and Exxon, they're in a battle for the future."
🎧: podcasts.apple.com/us/podcast/b...
"These two US oil majors, Chevron and Exxon, they're in a battle for the future."
🎧: podcasts.apple.com/us/podcast/b...
Chevron gears up to take on ExxonMobil as the battle to become the last big US oil company standing during the energy transition intensifies bit.ly/463vw7h a free to listen @financialtimes.com podcast with @mtindera.ft.com
Chevron prepares to take on ExxonMobil
Chevron on path to rebuilding after winning access to $1tn-Stabroek oilfield
bit.ly
September 4, 2025 at 7:10 PM
Chevron gears up to take on ExxonMobil as the battle to become the last big US oil company standing during the energy transition intensifies bit.ly/463vw7h a free to listen @financialtimes.com podcast with @mtindera.ft.com
Chevron gears up to take on ExxonMobil as the battle to become the last big US oil company standing as the energy transition intensifies @financialtimes.com podcast with @mtindera.ft.com www.ft.com/content/abbf...
Chevron prepares to take on ExxonMobil
Chevron on path to rebuilding after winning access to $1tn-Stabroek oilfield
www.ft.com
September 4, 2025 at 6:45 PM
Chevron gears up to take on ExxonMobil as the battle to become the last big US oil company standing as the energy transition intensifies @financialtimes.com podcast with @mtindera.ft.com www.ft.com/content/abbf...