Richard Wilson

Inevitable… Are you going to short it?

Anyone?

Exactly this: follow the money (it’s green & renewable).

The old money just goes up in smoke.

Or click the Lyme link in my profile.

Lyme is easy to treat, but only if caught very early.

Look for a red rash, often round, or blisters around the bite.

Tests very unreliable. Most drs misdiagnose.

There’s no harm in taking a 3 wk course of doxycycline, and jeopardy if you don’t.

I’ve got Lyme. DM me if you like.

Ballroom? :)

Oil Market Report - October 2025 – Analysis - IEA Oil Market Report - October 2025 - Analysis and key findings. A report by the International Energy Agency.

“As oil market surplus keeps rising, something has got to give,” IEA.

www.iea.org/reports/oil-...

Oil Prices Dropped 19%, Helping Drivers, but Squeezing the Industry

Over-supply of oil meets a surge in growth in ever cheaper renewables.

There’s only one way this story ends. The big question is when?

www.nytimes.com/2025/10/22/b...

Russia’s Coal Collapse Marks The End Of Fossil Fuel Post-War Illusion Russia’s Coal Collapse signals the end of the fossil era. From bankrupt mines to battery booms, the global energy transition is accelerating but facing political resistance.

Forbes on king coal & its collapsing market:

They say: “A fossil-era cautionary tale — how quickly entire sectors can unravel when markets move faster than politics”

www.forbes.com/sites/we-don...

There are only so many last drops to be squeezed out of existing FF mines/wells etc. It’s an industry on life-support. More abt life-extension than expansion.

Nearly all the investment $s for new energy are going into renewables.

JPMorgan Says US Risks Missing Energy Goals Without Wind, The US will struggle to generate the energy it needs to power growth in its tech industry without including wind and solar, according to JPMorgan Chase & Co.’s

So Trump is happy to incur huge costs and economic setbacks to protect wildlife from those murderous turbine blades?

Who'da thunk it? He's a bunny-hugger.

www.energyconnects.com/news/renewab...

Why politicians still believe renewables are about high costs, sacrifice and lost votes, I dunno.

The global stampede of capital into renewables is abt profit. Cheap to build, cheap to run, cheaper for consumers & more profit for investors.

And politicians can't sell this concept. Weird.

This a big moment. Coal is in terminal decline.

A subsequent auction has been cancelled.

USA / stranded asset?

As the world switches to cheap renewables the US is losing both its lucrative fossil fuel export market and the competitive advantage of once cheap domestic FF energy.

The Chinese are the winners.

It’s not the tech. It’s you … you’re getting older.

All that frantic brand-this & herd-that is for the kids. Imo trainers peaked decades ago.

Enjoy!

Thatcher gave one of the great climate change speeches. It still reads well today.

I doubt there’s a single senior Tory now who’d read this out loud and in public.

A truly ground breaking speech.

www.margaretthatcher.org/document/107...

Something extraordinary just happened But of course there's a but. Or two.

Can fossil fuel companies get FOMO?

open.substack.com/pub/billmcki...

The amount of energy/venom expended by some on the left attacking the NYT etc amazes me.

Such righteous ideological purity!

MAGA through the looking glass.

Executive summary – Renewables 2025 – Analysis - IEA Renewables 2025 - Analysis and key findings. A report by the International Energy Agency.

"Global renewable power capacity is expected to double between now and 2030, up by 4,600 gigawatts (GW). This is roughly the equivalent of adding China, the EU and Japan’s power generation capacity combined to the global energy mix."

I bet it will be bigger.

www.iea.org/reports/rene...

A ‘Golden Age’ of nuclear? | New Civil Engineer The reason is simple. Nuclear costs are huge and rising and significant delays are the norm. The result is that nuclear power faces the same fundamental

"... last year, the world added a record 582GW of renewable energy capacity. That’s over 91% of all new power – with nuclear nowhere. In fact, each year, nuclear adds as much net global power capacity as renewables add every two days."

They're cheaper.

www.newcivilengineer.com/opinion/a-go...

Dead man's spiral.

It's what pilots without instruments do in fog/cloud. They think they're flying straight & level. But there's something in the human brain that makes fly in circles, each lower than the one before.

It usually ends badly.

The UK's goal of 95% clean power by 2030 might sound Herculean.

But the UK has made more progress than many people think: it's already on 74%.

New official figures out today
www.gov.uk/government/s...

The oil and gas industry needs to run faster just to stand still. Renewables, meanwhile, get cheaper even faster.

"Nearly 90% of annual upstream oil and gas investment since 2019 has been dedicated to offsetting production declines rather than to meet demand growth."

www.iea.org/reports/the-...

True, and they’re relying on Trump to support their market until they extract the last drop of value from their oil investment.

Next: Energy companies can flip investment strategies very quickly.

Countries need infrastructure & are much slower.

The price will be paid by Americans, not Exon

Video: Three Charts To Set the Record Straight On Climate Change In his United Nations address, President Trump lashed out at wind turbines, environmentalists and allies around the world while dismissing the dangers of climate change. Somini Sengupta explains the f...

Mad that the NYT is having to produce videos on basics such as "yes, climate change is happening" and "yes, renewables have become much cheaper"

But here we are. This is very nicely and clearly done by
@sominisengupta.bsky.social

www.nytimes.com/video/climat...

Market forces.

This summarises the bind the US government & its coal-chewing president finds itself in with all Renewables.

Bucking the market brings rising prices & lost competitiveness that accelerate over time.

They're shovelling water up a hill as a storm breaks.

“Investment in energy around the world is likely to hit about $3.3 trillion (£2.4tn) this year. While more than $1tn of the total is still likely to flow into fossil fuels, double that amount – about $2.2tn – is expected for low-carbon forms of energy.”

Guardian

“We are starting to glimpse the insidious price that the US will pay for clinging too long to old fossil fuel tech while China bets the farm on new electro-tech.”

Telegraph on the Chinese capture of global renewables market & its nuclear ambition.

digitaleditions.telegraph.co.uk/data/2199/re...

With a mix of solar & cheap over-night home charging my annual EV fuel bill for 10k miles is about 10% that of a comparable petrol/diesel car.

Service costs negligible.

With home charging EVs are a financial no-brainer.

Here is the State of California. Note how much land area is devoted to built up area (pink areas) and fossil fuel infrastructure (black areas) in relation to how much land would be required for a 100% renewable energy economy (yellow, orange, blue, green areas).
landartgenerator.org/images/Calif...