Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small modular reactors, Germany’s decision to shut down nuclear, China’s dominance of renewable supply chains, solid oxide fuel cells as turbine alternatives, the materiality of demand response, staffing cuts at the EIA, the hype around geothermal and geologic hydrogen, the misplaced fascination with small country energy transitions, satellite vs factor-based oil & gas basin methane emissions, the mostly profitless EV industry, xAI mobile gas plant permits, negligible progress on carbon capture and renewable fuels, and the unfavorable economics of charging my Jeep Wrangler hybrid.

To begin, a few charts on Iran and the Strait of Hormuz.

For a summary of the 16th Annual Energy Paper, watch Michael's video.

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