Energy Insights
For Deal Teams to thrive in the complex energy sector, meaningful insights are essential. Our articles provide deep dives into our focus areas: LNG, energy storage, and industrial behind-the-fence solutions, alongside topics of general interest for deal delivery.
We believe in open dialogue and encourage your constructive feedback.
These articles do not provide investment, business, or legal advice. Posts are for general information purposes only, and remain subject to change.
Alberta-Power, Part 3: Opportunities
The final part of the Alberta Power series, looking at the business cases for three opportunities arising from intermittently cheap electricity: Batteries, Hydrogen, and Electro-Thermal Energy Storage.
Alberta-Power, Part 2: Averages, Tails and the Future
A deeper look into Alberta power prices over the last two decades, with an outlook of likely developments over coming years.
Alberta-Power, Part 1: A New Paradigm
An overview of the paradigm shift under way in the Alberta power market and the associated challenges and opportunities.
Dragon-Power: Does China’s HUGE solar expansion leave space for LNG?
China’s renewable energy growth surprises yet seem destined to continue or even accelerate. The long-term outlook for LNG is less clear.
Noise or Signal? The US LNG Export License Pause
A perspective on the recent US non-FTA export license pause and its potential implications for Canadian LNG projects.
A Holiday-Escape from the Echo Chamber
Books, Blogs, Podcasts providing high-quality energy perspectives from different angles, challenging and improving our own biases.
LNG market growth - a perspective
A view on drivers for robust LNG market growth despite its cost.
Where the rubber hits the road …
A case study on converting old mining truck tires into valuable raw material.
Predictions are Hard, Particularly about the Future
A comparison of EIA World Energy Outlook scenarios from 2002 and 2012 to actual outcomes in 2020/22.
Another Boom? The impact of LNG exports on domestic gas prices
A look at possible domestic gas market impacts from LNG Canada Phase 1 through a high-level review of three case studies.
Will Canadian LNG move markets?
A comparison of the relative size of Canadian LNG to US LNG.
If it’s profitable, it scales
Showing the speed of transition possible even in the huge energy market if new solutions are profitable by examining the growth in US LNG.