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Irina Slav on energy

All things energy. Challenging the dominant narrative because facts matter.

Newsletter · By Irina Slav · English · GB · Paid tier available · Official site

Indexed issues, last 90 days
17
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Aug 21, 2026

Latest issues

  1. Issue · Sep 30, 2026

    Counting tankers (opens the original)

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    The unquestionable top oil news of this week is Kpler’s report that oil flows via Hormuz have rebounded spectacularly in September, now sitting at almost 80% of pre-war levels. I think. I’m not sure, for reasons detailed below.Because we seem to be living in the Age of Races, JP Morgan and Goldman Sachs jumped at the challenge, claiming oil exports from the Persian Gulf have actually rebounded to 98% , per JP Morgan, yes, ninety-eight percent, of pre-war levels, and are on track to reach those s

  2. Issue · Sep 28, 2026

    Whatever it takes: Germany edition (opens the original)

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    Germany has just published a Roadmap for Transitioning Away from Fossil Fuels aiming to end consumption of all hydrocarbons no later than 2045. Germany imports close to 100% of the oil and gas it consumes, which makes it even more import-dependent than China or India. More specifically, gas import dependence stands at 95% as of 2025, and “mineral oils” dependence stands at 98%, per the roadmap.To say these are rather unpalatable figures is to put it mildly. Any country in such a situation would

  3. Issue · Sep 25, 2026

    Between coal and the far right (opens the original)

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    Earlier this week, Germany released something called a roadmap for the phase-out of fossil fuels by 2045 to much media fanfare and quotes along the lines of “It’s totally possible”. I’ll be addressing that document in detail on Monday but its release makes for a great intro to today’s episode of the Europe Energy Show, which just brought in a new series regular: coal.Coal has been in the crosshairs of net-zero politicians for years. In fact, I think most of them believed they’d dealt with coal o

  4. Issue · Sep 23, 2026

    A most peculiar development (opens the original)

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    You may have missed it, but this week saw the launch of the largest carbon dioxide capture facility in “all of Europe”. Located in the Netherlands and owned by Norway’s Yara, the frustrated fertiliser major, the place will liquefy carbon dioxide generated during Yara’s ammonia production process. Everyone involved seems really proud of that place, which is seen capturing a staggering 15 million (million, with an m) tonnes of CO2 over 15 years — at the modest storage cost of 50 euro per tonne ann

  5. Issue · Sep 21, 2026

    Stupid game’s over. Time for the prizes. (opens the original)

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    “It's probably wrong to believe there can be any limit to the horror which the human mind can experience. On the contrary, it seems that some exponential effect begins to obtain as deeper and deeper darkness falls...” This is my personal number one in terms of chilling chapter openings, courtesy of Stephen King who, despite his recent tendency to disgrace himself with political opinions, remains one of the best wordsmiths out there.Yet even King probably wouldn’t be able to conceive of the level

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