China was supposed to be leading the world's growth in LNG. How could this happen? LNG is expensive. Solar is cheap. With LNG declining in China does anyone know how they are doing with solar?
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China is doing amazing with solar, adding 212 GW in the first half of the year alone. That's equivalent to the entire power output of Mexico. Source: www.carbonbrief.org/analysis-rec...
aug 27, 2025, 4:29 pm • 2 0 • view
The question now is if Ukraine will shut down most of Russia’s oil and gas infrastructure like they’ve been doing very effectively in the last few days (apparently during the Biden administration this was seen as off limits).
aug 27, 2025, 12:23 pm • 3 0 • view
If Russian oil and gas supplies are essentially cut off by exploding oil refineries and gas pipelines and dark fleet ships, then global oil and gas supply might fall broadly in line with the cataclysmic fall in global demand.
aug 27, 2025, 12:24 pm • 4 0 • view
It could. The oil industry has always loved to solve its problems with wars. The one problem with this is that it raises prices. The oil and gas industry is in a price war with competitors with a big advantage right now. Not exactly a textbook case of when to raise your prices.
aug 27, 2025, 12:54 pm • 6 1 • view
2025 is almost a magical lose-lose situation for the oil and gas industry and 2026 will simply increase the lose-lose further. The higher the price goes the more demand collapses and solar PV + batteries win. The lower the price goes the more oil producers lose money. The death spiral has begun.
aug 27, 2025, 1:03 pm • 1 3 • view