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Energy reality bites as Ukraine crisis unfolds

The madness in Ukraine has dramatically fast-forwarded issues that were already in the making.  Soaring energy prices, over-reliance on imported gas, storage which is essential to facilitate the growth of renewables … the list goes on and on.

Oil & Gas

LNG imports will not save Europe if Russia cuts all gas flows

If the disruption to Russian gas deliveries spread beyond flows through Ukraine to include all Russian pipeline exports to Europe, liquefied natural gas (LNG) imports alone would not be able to meet the shortfall and additional supply levers would be required, the latest analysis from IHS Markit shows. Under such an extreme scenario mothballed coal and nuclear power would need to be restarted.

Renewables/Energy Transition

Global nuclear investments on the rise: $91 billion to be spent in next two years

Nuclear power can be a polarising energy source, but as countries seek cleaner, low-carbon alternatives to fossil fuels, investments in nuclear are projected to soar in the coming years, particularly in China, India and Russia, the latest research from Rystad Energy shows. The consultancy estimates $91 billion will be invested in the global nuclear sector by the end of next year.


Securing energy supply to meet growing demand

Without any doubt, 2021 has been a better year than 2020 in the energy sector. It’s been a more progressive year and there are positive signs that the energy transition is gaining momentum.


Virtue alone does not keep the lights on

Whatever message is drawn, the current explosion of interest in energy policy should ensure that realism impinges upon the rhetoric which will accompany COP26.  Virtue alone does not keep the lights on.


Hydrogen goes nuclear as UK reactor pivots toward renewables

The $28 billion Sizewell C nuclear station is touted as an anchor for Britain reaching net-zero emissions, yet its reactors will compete with wind farms over the North Sea horizon. On gusty days, where will the plant’s excess power go? Toward making hydrogen.