Justin Mikulka
@justinmikulka.bsky.social
Research, analysis and opinion on the ongoing energy transition.
Writing about it at:
https://powering-the-planet.ghost.io
Writing about it at:
https://powering-the-planet.ghost.io
America's repeat winner of "least sustainable city" has also often been its fastest growing.
Here's why Arizona says it can keep growing despite historic megadrought
Phoenix has long been one of America's fastest growing cities. But central Arizona may finally be facing a reckoning as much of its groundwater supplies are becoming tapped out.
www.npr.org
November 21, 2025 at 5:30 PM
America's repeat winner of "least sustainable city" has also often been its fastest growing.
I wrote about the real numbers in early 2024 when the lies were making headlines in all the big publications.
The Media is Helping Spread Oil Industry Myths Again
[J]ournalists must also be careful not to believe everything people say. Sometimes, people are mistaken. Sometimes, people lie.’
powering-the-planet.ghost.io
November 21, 2025 at 5:26 PM
I wrote about the real numbers in early 2024 when the lies were making headlines in all the big publications.
“These prices don’t pay the bills, and then everyone pulls back,” Hardin said.
November 21, 2025 at 5:24 PM
“These prices don’t pay the bills, and then everyone pulls back,” Hardin said.
“We're seeing a lot more panic at $60 oil, and I think a lot of it has to do with the administration and the rhetoric of, oh, we could do it at cheaper prices,” said Pradhan, who was laid off by Chevron in June.
November 21, 2025 at 5:24 PM
“We're seeing a lot more panic at $60 oil, and I think a lot of it has to do with the administration and the rhetoric of, oh, we could do it at cheaper prices,” said Pradhan, who was laid off by Chevron in June.
“The economics are completely upside down from where they were just in January. It's more expensive to drill a well and you're getting 20% less for your oil,” Edwards said.
November 21, 2025 at 5:24 PM
“The economics are completely upside down from where they were just in January. It's more expensive to drill a well and you're getting 20% less for your oil,” Edwards said.
Seems reasonable. www.bizpacreview.com/2025/11/20/a...
AI ‘smart’ teddy bear pulled after whispering about sexual kinks and starting fires
A new study of children’s toys powered by AI found an alarming problem with one teddy bear that d about sexual fantasies and taught how to start […]
www.bizpacreview.com
November 21, 2025 at 4:23 PM
Seems reasonable. www.bizpacreview.com/2025/11/20/a...
True. That is only one of their proposed routes.
November 21, 2025 at 3:07 PM
True. That is only one of their proposed routes.
I've been making that argument for quite a while!
November 21, 2025 at 1:07 PM
I've been making that argument for quite a while!
“As a company, I couldn’t care less about the climate,” he said
When asked about future implications of his pursuits he told The NY Times this:
He smirked and waved his hand, as if to swat the question away.
“I’ll be dead,” he said, “so it won’t matter.”
When asked about future implications of his pursuits he told The NY Times this:
He smirked and waved his hand, as if to swat the question away.
“I’ll be dead,” he said, “so it won’t matter.”
November 21, 2025 at 1:02 PM
“As a company, I couldn’t care less about the climate,” he said
When asked about future implications of his pursuits he told The NY Times this:
He smirked and waved his hand, as if to swat the question away.
“I’ll be dead,” he said, “so it won’t matter.”
When asked about future implications of his pursuits he told The NY Times this:
He smirked and waved his hand, as if to swat the question away.
“I’ll be dead,” he said, “so it won’t matter.”
This is a guy who says things like this. He was one of the biggest cheerleaders for expanding US LNG exports. And wasn't troubled by facts.
“We’re going to need gas,” he said, “especially if you’re serious about climate issues.”
Before you think he cares about climate, read on...
(paywalled)
“We’re going to need gas,” he said, “especially if you’re serious about climate issues.”
Before you think he cares about climate, read on...
(paywalled)
How One Restaurateur Transformed America’s Energy Industry (Published 2022)
www.nytimes.com
November 21, 2025 at 1:02 PM
This is a guy who says things like this. He was one of the biggest cheerleaders for expanding US LNG exports. And wasn't troubled by facts.
“We’re going to need gas,” he said, “especially if you’re serious about climate issues.”
Before you think he cares about climate, read on...
(paywalled)
“We’re going to need gas,” he said, “especially if you’re serious about climate issues.”
Before you think he cares about climate, read on...
(paywalled)
What do they think that means in real numbers?
"Analysts with the bank forecast Title Transfer Facility (TTF) benchmark for Europe could average around $4.04/MMBtu, in 2028 2029."
That would be interesting for the US LNG export business.
"Analysts with the bank forecast Title Transfer Facility (TTF) benchmark for Europe could average around $4.04/MMBtu, in 2028 2029."
That would be interesting for the US LNG export business.
Natural Gas Price Spread Compression Ahead as LNG Capacity Surges, Goldman Sachs Says
Stay informed on the natural gas and LNG markets with insights from Goldman Sachs. Learn about the expected convergence of global natural gas benchmarks, feed gas nominations to U.S. terminals, Europe...
naturalgasintel.com
November 20, 2025 at 8:24 PM
What do they think that means in real numbers?
"Analysts with the bank forecast Title Transfer Facility (TTF) benchmark for Europe could average around $4.04/MMBtu, in 2028 2029."
That would be interesting for the US LNG export business.
"Analysts with the bank forecast Title Transfer Facility (TTF) benchmark for Europe could average around $4.04/MMBtu, in 2028 2029."
That would be interesting for the US LNG export business.