Energy is cultural - until you run out
Joined April 2011
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We can probably say most of the green hydrogen bubble has popped, but we're into an interesting new stage for natural hydrogen. Some folks call it white/gold hydrogen, but the big deal is that it's hydrogen you don't need to 'make'. It - maybe - comes from holes in the ground 1/x
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Chris Bruce retweeted
"West Texas Gas Rises Above Zero for First Time in Four Months"
bloomberg.com/news/articles/…
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Chris Bruce retweeted
Positive Waha cash pricing this morning?!?!
The 131 day streak of negative spot prices has ended!
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Mhm, go on
La volte-face de Terre-Neuve est une occasion inespérée pour le Québec ledevoir.com/opinion/idees/9…
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Chris Bruce retweeted
Jun 11
The drop in nitrogen fertilizer prices has now extended into Asia. India has received offers for its latest urea tender at an average price of $530 per tonne, down ~44% from $947 per tonne in April.
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Chris Bruce retweeted
La medicina nuclear salva vidas, pero la falta de regulación frena su expansión en Colombia. No más diagnósticos tardíos. Senadores @Lidiosenado @AnaPaolaAgudelo @AnyMarCa, la salud de miles de pacientes está en juego en este debate. ¿Contamos con ustedes? #LeyNuclearYA 🎗️
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Chris Bruce retweeted
Is Germany’s unified electricity market about to shatter?
A rogue, unexpected coalition of German coastal states and Denmark is moving to break Berlin's single bidding zone.
The green hydrogen writing is on the wall. 🧵🇩🇪🇩🇰🇪🇺 👇
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Have we all been sleeping on longing Canadian bonds because we made a banker the king?
Jun 8
AMAZON SEEKS UP TO $10B IN CANADIAN BOND SALE TO FUND AI EXPANSION
$AMZN is reportedly seeking to raise at least $7B, and potentially up to $10B, through a Canadian-dollar bond offering as it continues to fund massive AI infrastructure investments.
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Today we pray for @mercoglianos and @TankerTrackers and thank them for their service
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Curious
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Really funny
Jun 4
It’s a warm June evening and it’s carrying no power—in fact NY is exporting power to Quebec.
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I wonder if the shape of the AI bubble popping will be different than other bubbles where new capital just made a bad bet. There's lots of new capital that has been lit on fire, but the shift of payroll to gambling has got to be a new one right?
Jun 5
CEOs walking into work after realizing that the AI tokens are going to cost more than the employees they fired
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Chris Bruce retweeted
Japan plans to replace its aging nuclear reactors over the next few decades to meet rising power demand and curb dependence on imported fossil fuels
🇯🇵❤️☢️
The plan calls for as many as five new reactors by the 2040s and another nine the following decade
bloomberg.com/news/articles/…
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