Justin Mikulka
@justinmikulka.bsky.social
Research, analysis and opinion on the ongoing energy transition.
Writing about it at:
https://powering-the-planet.ghost.io
Writing about it at:
https://powering-the-planet.ghost.io
Reposted by Justin Mikulka
America is entering its Australia era
The great @justinmikulka.bsky.social -->>>
powering-the-planet.ghost.io/the-end-of-t...
The great @justinmikulka.bsky.social -->>>
powering-the-planet.ghost.io/the-end-of-t...
November 10, 2025 at 8:15 PM
America is entering its Australia era
The great @justinmikulka.bsky.social -->>>
powering-the-planet.ghost.io/the-end-of-t...
The great @justinmikulka.bsky.social -->>>
powering-the-planet.ghost.io/the-end-of-t...
Honest Government Ad | Watch out, Canada
YouTube video by thejuicemedia
www.youtube.com
November 10, 2025 at 8:27 PM
"Regulatory and bankability challenges also threaten projects and, according to Reynolds, are already delaying the gas and LNG development plans across the two countries. "
Bankability.
There is it.
Solar plus storage is much cheaper.
Bankability.
There is it.
Solar plus storage is much cheaper.
Gas Turbine Shortage in Vietnam and the Philippines
Project delays, exacerbated by global gas turbine shortages, give clear market signals to prioritise renewables and battery storage.
energytracker.asia
November 10, 2025 at 3:08 PM
"Regulatory and bankability challenges also threaten projects and, according to Reynolds, are already delaying the gas and LNG development plans across the two countries. "
Bankability.
There is it.
Solar plus storage is much cheaper.
Bankability.
There is it.
Solar plus storage is much cheaper.
What @txsharon.bsky.social says
“We have to stop burning things. We just don’t need to burn things for energy anymore.”
“We have to stop burning things. We just don’t need to burn things for energy anymore.”
"I do feel like what we’re doing now, what Oilfield Witness is doing, is making a difference.” Still, for Wilson, the ultimate goal isn’t tighter methane rules—it’s an end to the age of combustion itself. “We have to stop burning things. We just don’t need to burn things for energy anymore.”
This Former Oil Worker Is Now Exposing Its Dirty Methane Emissions | Atmos
After fracking fouled her air and water, Sharon Wilson devoted her life to documenting the emissions fueling the climate crisis.
atmos.earth
November 10, 2025 at 2:14 PM
What @txsharon.bsky.social says
“We have to stop burning things. We just don’t need to burn things for energy anymore.”
“We have to stop burning things. We just don’t need to burn things for energy anymore.”
"Really signalled that US liquefaction had capacity to burn."
Reminder. This is right before North America doubles its liquefaction capacity over the next 5 years.
Normally if you have capacity to burn you wouldn't add more. Because what you will then be burning is your money.
Oops.
Reminder. This is right before North America doubles its liquefaction capacity over the next 5 years.
Normally if you have capacity to burn you wouldn't add more. Because what you will then be burning is your money.
Oops.
The orange line is quite clearly wot-dun-it, but actually the thing that probably took the market by a small bit of surprise was the increase over the summer months this year rather than the peaky winter supply we're seeing now.
Really signalled that US liquefaction had capacity to burn.
Really signalled that US liquefaction had capacity to burn.
November 10, 2025 at 1:47 PM
"Really signalled that US liquefaction had capacity to burn."
Reminder. This is right before North America doubles its liquefaction capacity over the next 5 years.
Normally if you have capacity to burn you wouldn't add more. Because what you will then be burning is your money.
Oops.
Reminder. This is right before North America doubles its liquefaction capacity over the next 5 years.
Normally if you have capacity to burn you wouldn't add more. Because what you will then be burning is your money.
Oops.
The transition to clean energy is about economics.
Wood Mackenzie confirms new natural gas generation is expensive!
$126/MWh in 2030!
New solar plus batteries are less than half the cost of new gas!
New nuclear ($139/MWh) also is getting close to being cheaper than new gas!
Gas too is dirty, biggest CO2 electricity polluter. #energysky
$126/MWh in 2030!
New solar plus batteries are less than half the cost of new gas!
New nuclear ($139/MWh) also is getting close to being cheaper than new gas!
Gas too is dirty, biggest CO2 electricity polluter. #energysky
November 10, 2025 at 12:57 PM
The transition to clean energy is about economics.
The consensus is that the electrification of transportation will destroy 5 million barrels per day of oil demand by 2030.
In this new piece I argue that this number is too low for a bunch of reasons.
In this new piece I argue that this number is too low for a bunch of reasons.
Gluttons For Punishment: Oil Industry Doubles Down Against Reality
The world is facing a multi-year oil glut where the oil producers will be pumping more oil out of the ground than the world is using. This will keep oil prices at low levels – likely well below the le...
powering-the-planet.ghost.io
November 10, 2025 at 12:46 PM
The consensus is that the electrification of transportation will destroy 5 million barrels per day of oil demand by 2030.
In this new piece I argue that this number is too low for a bunch of reasons.
In this new piece I argue that this number is too low for a bunch of reasons.
Reposted by Justin Mikulka
From North Carolina to Mississippi, Black-owned farms are filling the gaps left by SNAP funding delays
Black-Owned Farms Fill Gaps Left by SNAP Funding Delays
From North Carolina to Mississippi, small businesses work to feed their communities while benefits are paused.
capitalbnews.org
November 9, 2025 at 2:25 PM
From North Carolina to Mississippi, Black-owned farms are filling the gaps left by SNAP funding delays
Trump and the Republicans want those who can't afford to eat to go hungry so badly that they are stopping anyone who tries to help.
Attempting to be the worst in history.
"Let them eat cake!! No, actually scratch that. No cake either. They don't get to eat."
Attempting to be the worst in history.
"Let them eat cake!! No, actually scratch that. No cake either. They don't get to eat."
November 9, 2025 at 6:12 PM
Trump and the Republicans want those who can't afford to eat to go hungry so badly that they are stopping anyone who tries to help.
Attempting to be the worst in history.
"Let them eat cake!! No, actually scratch that. No cake either. They don't get to eat."
Attempting to be the worst in history.
"Let them eat cake!! No, actually scratch that. No cake either. They don't get to eat."
What Iranians knew for thousands of years but Americans never knew but will be learning the hard way in the coming decades.
"For 1000s of years, Iranians understood the balance: Never draw more from an aquifer than nature could replenish.
That wisdom, once central to survival, has been buried under decades of short-term thinking & political negligence."
[Ireland's agri-ruled politics is water negligence too. #nitrates]
That wisdom, once central to survival, has been buried under decades of short-term thinking & political negligence."
[Ireland's agri-ruled politics is water negligence too. #nitrates]
November 9, 2025 at 11:25 AM
What Iranians knew for thousands of years but Americans never knew but will be learning the hard way in the coming decades.
Reposted by Justin Mikulka
@missouladems.bsky.social
It looks like I am part of a larger trend--10 times more scientists running for public office in 2026 compared to past mid-term elections. Maybe all the attacks on science are the cause😜.
#VoteForScience #scienceisreal #montanaelections
www.theatlantic.com/science/2025...
It looks like I am part of a larger trend--10 times more scientists running for public office in 2026 compared to past mid-term elections. Maybe all the attacks on science are the cause😜.
#VoteForScience #scienceisreal #montanaelections
www.theatlantic.com/science/2025...
The Epidemiologists Are Running for Office
Instead of trying to depoliticize their field, a swell of scientists want to become politicians.
www.theatlantic.com
November 9, 2025 at 4:15 AM
@missouladems.bsky.social
It looks like I am part of a larger trend--10 times more scientists running for public office in 2026 compared to past mid-term elections. Maybe all the attacks on science are the cause😜.
#VoteForScience #scienceisreal #montanaelections
www.theatlantic.com/science/2025...
It looks like I am part of a larger trend--10 times more scientists running for public office in 2026 compared to past mid-term elections. Maybe all the attacks on science are the cause😜.
#VoteForScience #scienceisreal #montanaelections
www.theatlantic.com/science/2025...
It's not just the AI sociopaths pushing the idea that we need data centers. The oil and gas industry desperately wants us to believe we need them and must power them with gas.
November 8, 2025 at 12:51 PM
It's not just the AI sociopaths pushing the idea that we need data centers. The oil and gas industry desperately wants us to believe we need them and must power them with gas.
'LNG is the past. Move on."
This Mayor gets it.
"Mayor Stefan Roots, City Of Chester, had a simple message for the Committee-- “LNG is simply not welcome here."
I'm introducing a new initiative...It's WMO, We've Moved On."
LNG? No thanks, WMO.
LNG is the past. Move on.
"Mayor Stefan Roots, City Of Chester, had a simple message for the Committee-- “LNG is simply not welcome here."
I'm introducing a new initiative...It's WMO, We've Moved On."
LNG? No thanks, WMO.
LNG is the past. Move on.
PA Environment Digest, By David E. Hess, Former PA DEP Secretary
@paenvironmentnews.bsky.social
· 4d
House Environmental Committee Puts Spotlight On Proposed Penn America LNG Gas Export Facility In Chester, Delaware County [PaEN] tinyurl.com/yfmt27x3
November 6, 2025 at 12:37 PM
'LNG is the past. Move on."
Seb Kennedy lays out the facts.
"Rising upstream costs combined with falling European gas hub prices will squeeze US LNG profit margins, with European buyers being set up as bag-holders".
"Rising upstream costs combined with falling European gas hub prices will squeeze US LNG profit margins, with European buyers being set up as bag-holders".
#lng #csddd | Seb Kennedy
𝐔𝐒 𝐋𝐍𝐆, 𝐛𝐥𝐚𝐜𝐤𝐦𝐚𝐢𝐥, 𝐯𝐚𝐧𝐢𝐬𝐡𝐢𝐧𝐠 𝐩𝐫𝐨𝐟𝐢𝐭𝐬 𝐚𝐧𝐝 𝐝𝐨𝐮𝐛𝐥𝐞-𝐬𝐩𝐞𝐚𝐤… the sixth meeting of the Partnership for Transatlantic Energy Cooperation (P-TEC) gets underway today! 🫠
Trump administration officials are desc...
www.linkedin.com
November 6, 2025 at 11:50 AM
Seb Kennedy lays out the facts.
"Rising upstream costs combined with falling European gas hub prices will squeeze US LNG profit margins, with European buyers being set up as bag-holders".
"Rising upstream costs combined with falling European gas hub prices will squeeze US LNG profit margins, with European buyers being set up as bag-holders".
"In October, EV sales rose 48% y-o-y in Germany and 63% in France. "
🙂
🙂
In October, EV sales rose 48% y-o-y in Germany and 63% in France. Also a great month for EVs in the UK, Ireland, Portugal and many others.
This is *why* manufacturers are saying the EU needs to dial back on its ambitions. It's not that EVs are not selling - it's fear that they're selling too well.
This is *why* manufacturers are saying the EU needs to dial back on its ambitions. It's not that EVs are not selling - it's fear that they're selling too well.
Tenemos el trío de los 3 mercados europeos más grandes en octubre y la venta de eléctricos es abrumadora
En Alemania:
👉 52.425 coches 100% eléctricos en octubre
👉 21%
👉 Crece 48% vs octubre 2024
Ha sido un octubre brutalmente bueno para los 100% eléctricos en Europa 🍻
(👉Tesla cae un 53%)
En Alemania:
👉 52.425 coches 100% eléctricos en octubre
👉 21%
👉 Crece 48% vs octubre 2024
Ha sido un octubre brutalmente bueno para los 100% eléctricos en Europa 🍻
(👉Tesla cae un 53%)
November 5, 2025 at 6:02 PM
"In October, EV sales rose 48% y-o-y in Germany and 63% in France. "
🙂
🙂
Reposted by Justin Mikulka
Pennsylvania Gas Producer Sues Capital & Main Over Its Reporting on Health Risks
Capital & Main stands by its reporting and vows to fight the suit.
capitalandmain.com/pennsylvania...
Capital & Main stands by its reporting and vows to fight the suit.
capitalandmain.com/pennsylvania...
Pennsylvania Gas Producer Sues Capital & Main Over Its Reporting on Health Risks
A lawsuit by CNX Resources Corporation accuses the news organization of defamation for quoting sources critical of an industry-written study. Capital & Main stands by its reporting and vows to fight t...
capitalandmain.com
November 5, 2025 at 5:32 PM
Pennsylvania Gas Producer Sues Capital & Main Over Its Reporting on Health Risks
Capital & Main stands by its reporting and vows to fight the suit.
capitalandmain.com/pennsylvania...
Capital & Main stands by its reporting and vows to fight the suit.
capitalandmain.com/pennsylvania...
"It has become painfully clear to me that despite the regulations intended to protect our environment, they do nothing without enforcement. This situation threatens our environment and jeopardizes the health and safety of our communities — particularly those of us living near oil and gas operations"
When not out in the oilfields documenting emissions & spills, Charlie is writing about it. His latest. Notice this important point he makes:
"Simply by reporting they violated the law, operators are considered to be compliant with the law and suffer little to no consequences for violations."
"Simply by reporting they violated the law, operators are considered to be compliant with the law and suffer little to no consequences for violations."
New Mexico deserves stronger environmental protections
Despite a ban on routine venting and flaring, these practices continue without meaningful consequences.
www.santafenewmexican.com
November 5, 2025 at 2:12 PM
"It has become painfully clear to me that despite the regulations intended to protect our environment, they do nothing without enforcement. This situation threatens our environment and jeopardizes the health and safety of our communities — particularly those of us living near oil and gas operations"
Reposted by Justin Mikulka
This needs more attention: Zohran SPLIT the straights with Cuomo. ALL of his margin was from LGBTQ+ voters. Every Dem who ever said “we should abandon the transes” needs this shoved down their fucking throat with a ramrod.
November 5, 2025 at 5:39 AM
This needs more attention: Zohran SPLIT the straights with Cuomo. ALL of his margin was from LGBTQ+ voters. Every Dem who ever said “we should abandon the transes” needs this shoved down their fucking throat with a ramrod.
Does anything Sam Altman do make profits?
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 5, 2025 at 1:48 PM
Does anything Sam Altman do make profits?
Financial Times appears to be realizing that investing in the US oil and gas industry isn't a great idea.
November 5, 2025 at 1:38 PM
Financial Times appears to be realizing that investing in the US oil and gas industry isn't a great idea.
From Fox News today.
November 5, 2025 at 1:02 PM
From Fox News today.
US voters sent a pretty clear message that they aren't happy with Trump. Norway, not so much.
“Norwegian politics should not be guided by [US President Donald] Trump’s fear-mongering. I am concerned that the Norwegian government is now making decisions to accommodate him and tech oligarchs...
“Norwegian politics should not be guided by [US President Donald] Trump’s fear-mongering. I am concerned that the Norwegian government is now making decisions to accommodate him and tech oligarchs...
Home - Financial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
FT.com
November 5, 2025 at 12:33 PM
US voters sent a pretty clear message that they aren't happy with Trump. Norway, not so much.
“Norwegian politics should not be guided by [US President Donald] Trump’s fear-mongering. I am concerned that the Norwegian government is now making decisions to accommodate him and tech oligarchs...
“Norwegian politics should not be guided by [US President Donald] Trump’s fear-mongering. I am concerned that the Norwegian government is now making decisions to accommodate him and tech oligarchs...
This morning on the Economic Times of India there are 7 or 8 separate articles about Zohran Mamdani.
Business News Live, Share Market News - Read Latest Finance News, IPO, Mutual Funds News - The Economic Times
Business news today: Read India Business News Live. Latest Business news and updates on Finance, share market, IPO, and economy. Discover Business News Headlines, Top Financial News, and more on The E...
economictimes.indiatimes.com
November 5, 2025 at 12:29 PM
This morning on the Economic Times of India there are 7 or 8 separate articles about Zohran Mamdani.
The global LNG glut.
It begins.
"TotalEnergies said in its Q3 earnings report that it expects to earn about $8.50/MMBtu for cargoes during 4Q2025...down from the $8.91 it earned in the 3Q2025 and the $10.37 it earned in 4Q2024.The market is expected to continue loosening in the years ahead...."
It begins.
"TotalEnergies said in its Q3 earnings report that it expects to earn about $8.50/MMBtu for cargoes during 4Q2025...down from the $8.91 it earned in the 3Q2025 and the $10.37 it earned in 4Q2024.The market is expected to continue loosening in the years ahead...."
TotalEnergies Working to Limit JKM Exposure as LNG Prices Weaken amid Rising Supplies
TotalEnergies adjusting strategies to navigate weakening LNG prices and increased supply, with plans for divestments and project advancements in the pipeline. CEO expresses optimism on future oil pric...
naturalgasintel.com
November 5, 2025 at 11:22 AM
The global LNG glut.
It begins.
"TotalEnergies said in its Q3 earnings report that it expects to earn about $8.50/MMBtu for cargoes during 4Q2025...down from the $8.91 it earned in the 3Q2025 and the $10.37 it earned in 4Q2024.The market is expected to continue loosening in the years ahead...."
It begins.
"TotalEnergies said in its Q3 earnings report that it expects to earn about $8.50/MMBtu for cargoes during 4Q2025...down from the $8.91 it earned in the 3Q2025 and the $10.37 it earned in 4Q2024.The market is expected to continue loosening in the years ahead...."
The nuclear industry is in luck. Some guy who was on Dancing with the Stars has solved their problems and will have a new large nuclear reactor in TX in 7 years.
"Fermi aims to complete the first of four large nuclear reactors by the end of 2032"
"Fermi aims to complete the first of four large nuclear reactors by the end of 2032"
Rick Perry’s Nuclear Ambitions Begin With Gas Power
Fermi, a buzzy startup that recently went public, is positioned to benefit from the AI data-center boom and a potential nuclear-power renaissance.
www.wsj.com
November 5, 2025 at 10:49 AM
The nuclear industry is in luck. Some guy who was on Dancing with the Stars has solved their problems and will have a new large nuclear reactor in TX in 7 years.
"Fermi aims to complete the first of four large nuclear reactors by the end of 2032"
"Fermi aims to complete the first of four large nuclear reactors by the end of 2032"