On Energy
Ian NieboerEnergy is changing fast. On Energy is where strategy, markets, and leadership come together to navigate what’s next.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 102 | Subscribers | Read | onenergy.iannieboer.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
As the Ice Melts
Morning Energy is a syndicated note originally published through Enverus Intelligence. My contributions will also be distributed here. Please note that links frequently lead to content available only to subscribers of Enverus solutions.
The Fern Test
Winter Storm Fern arrives this weekend. For those in its path, I wish you warmth and safety. For those further afield (or market participants), Fern provides a stress test of the rapidly evolving North American energy complex.
The Fragile Case for Coal’s Imminent Decline
The prevailing narrative in energy markets holds that global coal demand is peaking and headed into irreversible decline. The IEA’s World Energy Outlook 2025 Current Policies Scenario is consistent with this view: coal consumption edges hig...
Nuclear Boom or Bubble
The resurgence of interest in nuclear has been one of the big stories of 2025. Nearly every week brings a new headlines about a new power purchase agreement, advances in reactor technology or government support to accelerate development. An...
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