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Understanding China’s Energy Strategy
China’s thirst for energy has fueled its incredible economic development over the last two decades, but it has come at a hidden risk, the growing dependence of the country on energy imports, be that
The good, the bad, and the ugly of nuclear power?
Europe's three leading economies are taking three radically different approaches to nuclear power, reflecting different national public priorities in a transition from fossil fuels, and showing the s
The Future of Coal
There were two reports published last month which made me think about coal, one was from Credit Suisse and the other BNEF. The report from Credit Suisse, using IEA data, sees coal remaining the prim
Trying to make sense of the RWE/EON utility deal…
It was with great surprise to me some weeks back that Germany’s biggest utility E.ON reached an “agreement in principle” with its biggest competitor RWE to acquire its grid and retail business I
As risks mount, Poland’s PGE struggles to break from fossil fuels
The case of Poland’s largest utility, PGE, shows how Europe’s more coal-intensive power companies are struggling to make a break from fossil fuels, even as the associated risks escalate. Headwi
Geopolitics and the case for lower oil prices
Energy and geopolitics have always been closely intertwined. No more is that so that with the oil price which hovers around $70 a barrel, its highest level in 4 years. It is also there because of in