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Energy IQ

Pandreco

Energy, Economics, Politics and Engineering

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues122Founded5 years agoLast Issue5 days ago
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Latest Issues

IYKYK - What the news sounds like when you know just enough to be dangerous

When living in Angola in about 1997 I got to call my parents back in the UK about once a week on a company phone line kindly provided. One evening my mother was panicked - “are you all right?”. She had seen a news report about a UNITA1 atta...

5 days ago
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A/B Testing on North American Trade - what could possibly go wrong?

A/B Testing of trade policy

“Move fast and break things” began as Facebook’s internal motto and escaped into the wider culture of Silicon Valley. The theory was that speed mattered more than avoiding mistakes. Software could be repair...

10 days ago
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Capital Punishment

TL;DR: War has exposed a shortage of usable refining capacity, but war did not create the underlying weakness. The West allowed an imperfect but resilient market buffer to be replaced by a remarkably consistent official view that oil was “b...

23 days ago
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Top Fear

Being whatever the opposite of an “early adopter” is, I have belatedly started watching Clarkson’s Farm1. Also, not being much of a petrolhead2, Top Gear and The Grand Tour had been quite incidental to me: Clarkson’s Farm is much more compe...

a month ago
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Cracking Up

TL;DR: In a normal world, as the price of crude varies so goes the price at the pump. In a normal world, disruption in the Strait of Hormuz would see both crude and pump prices sky rocketing. In a normal world, nobody would know what a cr...

a month ago
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    Energy Security Specialist

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