John Kemp

ENERGY ANALYSIS - some thoughts. I regularly get critical emails from people who think I am too pro-oil or pro-renewables. So I thought I would put on record my own approach to energy systems and how to analyse them:

COLUMN: The seasonality of the oil market has changed dramatically over the last two decades. While in the past (and until ~2015) annual peak demand was set in 4Q, now it's 3Q which sees the highest consumption. That matters a lot this year | #OOTT bloomberg.com/opinion/articl…

GERMANY’s gas storage is 30 terawatt-hours (-17% or -0.72 standard deviations) below the ten-year seasonal average. Nearly all the deficit is concentrated in the giant Rehden underground storage facility. But there has been little change in the deficit for five months since the…

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Range-bound oil prices trigger focus on relative value With petroleum prices showing few signs of breaking out of the relatively narrow range in which they have traded so far this year, most investors are focused on exploiting changes in relative value. Portfolio investors are…

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China’s strategy to de-risk gas imports Since the start of the century, China has converted most urban households to using gas rather than coal for cooking and heating, a deliberate policy to reduce urban air pollution and cut carbon dioxide emissions. To satisfy all the extra…

Been reading @JKempEnergy's daily newsletter for years. It really is one of the most valuable arrivals in my otherwise too busy Inbox. #energy

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Oil-fired generation lingers in the Middle East Oil-fired electricity generation has diminished steadily for the last three decades around the world to be replaced by cheaper power from gas, coal, nuclear and renewable sources. Worldwide oil-fired generation halved to 695…

CHINA's nationwide electric load tops 1.5 billion kilowatts for the first time:

My early flight from Ordos to Beijing involved extended cruising at a relatively low altitude over Hebei, particularly the mountains in western Baoding. I got clear views of wind farms, solar farms, and the agricultural and local municipal layout of northern China. Thread:

Should China adopt a zero interest rate? on.ft.com/4lWqPT5

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U.S. SOUTHWEST sees evaporative swamp coolers replaced by refrigerative airconditioning: washingtonpost.com/climate-enviro…

OPEC partly pushed back against reports that group leader Saudi Arabia surged crude production in June, with its latest monthly report indicating the kingdom may made only a modest increase bloomberg.com/news/articles/…

NORTH INDIA’s temperatures have mostly been below average since the start of May, limiting airconditioning and refrigeration and curbing growth in electricity demand. Average daily temperatures in the New Delhi suburb of Palam have been below the long-term norm on 54 of the last…

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EVs are poised to outsell gas-guzzlers in China for the first time this year, driven by cheap models, faster charging and the growing popularity of plug-in hybrids bloomberg.com/news/newslette…