As we argued last year (with Michael Liebreich - @MLiebreich.bsky.social and Lauri Myllyvirta), "attacks on oil refineries will not have the effect on global energy markets that US officials fear.... Yet they can still inflict pain inside Russia, driving up the price of refined oil products, such as gasoline

I want energy to be clean and abundant. I get people who just want it to be abundant. I really don't get people who want it to be dirty and scarce. No better way to hurt investment of all kinds than this.

Finnish energy humor. News story: Google data center waste heat to provide heating for almost entire town of Hamina (pop 19,500) Me Googling in the middle of the night: "Since there's a game called backgammon, is there also frontgammon" A shivering Hamina resident: Thank you

NEW: The first evidence of a solar take-off in Africa☀️✈️ x33 rise in Algeria🇩🇿 solar panel imports in the 12 mths to June 2025, compared to previous 12 mths. x8 in Zambia🇿🇲 x7 in Botswana🇧🇼 x6 in Sudan🇸🇩 x3 in each of Liberia🇱🇷, DRC🇨🇩, Benin🇧🇯, Angola🇦🇴, Ethiopia🇪🇹 🧵

China's total power demand was up 9% year-on-year in July, compared with 4% in Jan-Jun and around 5% projected for the whole year. That explains the jump in coal&gas-fired power generation in July as I expected. Much of the month-to-month numbers are about when the heatwaves

New research from our China team and Global Energy Monitor shows that even as permitting of new coal plants has moderated in China, announcements of new projects - that will seek permits soon - are running hot. This is likely a last minute push to lock in more capacity before China's