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Shovels in the ground
The US government wants a new aluminum smelter
Jul 16
•
Nolan Lindquist
2
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Shovels in the ground
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Measuring what matters
How will analysts use EU Taxonomy data?
Jul 10
•
Nolan Lindquist
1
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Measuring what matters
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June 2024
Climbing down from the fossil peak?
A short review of long-term energy forecasts
Jun 14
•
Nolan Lindquist
3
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Climbing down from the fossil peak?
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May 2024
Who cares about Berkshire's emissions?
Form versus substance in climate reporting
May 2
•
Nolan Lindquist
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Who cares about Berkshire's emissions?
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April 2024
Going nuclear
Whither the "American nuclear renaissance"?
Apr 26
•
Nolan Lindquist
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Going nuclear
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March 2024
Regulated value creation (pt. 1)
Decarbonizing power means thinking like a utility
Mar 21
•
Nolan Lindquist
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Regulated value creation (pt. 1)
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Bending the (cost) curve
Upstream emissions and O&G competitiveness
Mar 8
•
Nolan Lindquist
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Bending the (cost) curve
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The critical minerals must flow
Past, present and future energy geography
Mar 1
•
Nolan Lindquist
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The critical minerals must flow
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February 2024
Is the turbine cycle turning?
Secular trend, meet cyclical industry
Feb 23
•
Nolan Lindquist
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Is the turbine cycle turning?
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Transition fuel (pt. 1)
Inaugurating an occasional series on the triumph of natural gas
Feb 14
•
Nolan Lindquist
1
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Transition fuel (pt. 1)
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January 2024
Limiting reagents
Electric power becomes a growth industry
Jan 24
•
Nolan Lindquist
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Limiting reagents
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How much of the US's emissions come from the S&P 500?
A first stab at reconciling EPA data with corporate reporting
Jan 9
•
Nolan Lindquist
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How much of the US's emissions come from the S&P 500?
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