Eva Pao – Coal: Part of the Energy Transition
This year, U.S. coal has seen a big boost in domestic and export demand. Unlike LNG which needs liquefaction and re-gas, coal exports have...
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Eva Pao – IEA: Upstream Oil and Gas Investment to be Flat in 2022
IEA published their World Energy Investment Outlook. Surprisingly, upstream oil and gas investment for 2022 is essentially flat adjusted for inflation (nominal 10% growth...
Eva Pao – German PPI Up
German producer prices (PPI) rose 24.2% YoY in December 2021 driven by higher energy prices. Larry Fink and Ray Dalio are latest to promote...
Eva Pao – EU Proposal for Taxonomy for Sustainable Activities
EU proposal to add natural gas and nuclear to EU taxonomy for sustainable activities is a critical next step toward easing the strain of...