Best in Energy – 8 December 2022

Semiconductors as fulcrum of U.S./China conflict ($FT)

U.S./EU explore deal on technology and subsidies ($WSJ)

Saudi/China summit showcases U.S. triangulation ($FT)

China’s relationship with the Arabian peninsula (trans.)

Western allies try to unblock oil queue at Turkish Straits

Renewables growth sharpens focus on need for dispatch

United Kingdom approves first new coal mine for decades

U.K. temperatures fall well below seasonal average

U.S. coal-fired generation in slow retreat

Abadan oil crisis – U.K. official history

BRITAIN’s electricity transmission system is heading towards what is likely to be the first triad event of winter 2022/23 on the early evening of December 8. Freezing temperatures with little wind and an early end to solar generation will maximise demand on the island-wide transmission system from 1630-1800 GMT. Net demand has been climbing steadily towards likely-triad levels in recent days. Major customers with discretionary loads have a strong incentive to reduce demand in these critical periods to benefit from lower transmission charges through throughout the entire year ahead. Deliberate “triad avoidance” behaviour helps curb peak loads and reduce stress on the system:

Recommended reading on energy

The energy bibliography contains the books and articles I have found useful in my own research on energy – defined broadly to include production, consumption, transportation, markets and pricing, but also risk management, technology, elements of economic history and geography, international relations and strategy. The bibliography started out as an aide-memoire and in response to requests for recommendations on particular topics. It has since grown very large so I have introduced an index page with hyperlinking. I update the list every three months with new items. 

The selection is a personal one. These are books and articles I have found most useful and insightful (and well-written in most cases). The latest version contains a lot of new entries about the rise of the coal industry in Britain, including changes in mining technology, transportation, market management, cartels, the economy and society. The expansion of the coal industry provides a lot of lessons about the oil industry in later centuries as well as some of the industries emerging rapidly in the 21st century. 

The latest version can be downloaded here: