The Gregor Letter

Gregor Macdonald
economics of energy transition
Created 16 Nov 2018
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  • Underestimated
    10 Jan 2022 • < 1 min read
    Interest rates and market uncertainty are rising as the Federal Reserve’s tightening cycle gets underway. Global stock markets have been trying to adjust to quickly changing terrain since the omicron ...
  • Disruption Disrupted
    27 Dec 2021 • < 1 min read
    Painting by Gregory Thielker, via But Does It Float A flotilla of American ships bearing volumes of LNG has headed to Europe. Along with some moderation in continental weather, European natural gas pr...
  • Making Copies
    13 Dec 2021 • < 1 min read • 4 0
    Ford halted reservations for its new F-150 Lightning electric truck as demand overwhelmed future supply capacity. In this one example can be found a preview of energy transition in 2022. Reports and d...
  • Tumult
    29 Nov 2021 • < 1 min read • 4 0
    Futures markets are still the best platform to crowd-source an accurate price for commodities. It rarely makes sense to “argue” with the ongoing, posted prices of copper or oil because commodities are...
  • Worlds Collide
    15 Nov 2021 • < 1 min read • 4 0
    by Hideo Kobayashi via But Does it Float The tumultuous phase of energy transition has begun. The primary ongoing tension of this period will be found in the efficiency-seeking, deflationary impact of...
  • Oil Games
    01 Nov 2021 • < 1 min read • 3 0
    Upward pressure on oil prices has formed a powerful belief cloud, casting a spell over all discussions of demand. It’s been said no factor changes sentiment more effectively than price, and the curren...
  • Tech Sparks
    18 Oct 2021 • < 1 min read • 1 0
    Grid storage, great and small, is now the central game in energy transition. Because wind and solar are now faster, better, and cheaper than any other power source on the planet, their trajectory is h...
  • Supply Lines II
    11 Oct 2021 • 10 min read
    Rodion Kutsaev via Unsplash European fossil fuel consumption has been in downtrend for over a decade. This long term decline is a useful fact in understanding today’s energy supply crunch on the conti...
  • Supply Lines I
    04 Oct 2021 • 9 min read • 4 0
    Aqueduct of Segovia There are good reasons to forecast that global oil demand has now entered a plateau. Let’s start with a big one: the peak in global sales of internal combustion (ICE) vehicles, set...
  • Dumb Growth
    20 Sep 2021 • < 1 min read • 1 0
    Although the US market for EV is far behind China and Europe, Q1 sales soared in California. The US EV market continues to be plagued by a lack of consumer choice, and production hiccups. GM’s ongoing...
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