The eve of December 21st, Ukrainian President Volodymyr Zelenskyy addressed Congress, both expressing gratitude for America’s support in its battle against Russia’s Putin and hopes for the future. That he came at this time of year, as much of the world turns inward to celebrate Christmas, is poetic, important, and a higher calling about that which is most precious—freedom, a freedom that is today elusive to those with it, forgetting, slumbering. It is easy to become mesmerized by the days and weeks of the mundane, possibly important, but yet relatively mundane events.
The stories I had the good fortune to tell, specifically “Solving Europe’s Energy Crisis,” D CEO, November 2022, spoke to the historic needs of the day in energy. Through the story of Yates’ energy efforts in Europe, I was able to tangentially highlight the plight of Ukraine, the lead up to the invasion, and what has followed in an energy context. (Much was cut from my initial draft as the nature of the magazine could not support the weight and intensity of the topic as it really was.) Along with many others in geopolitical circles, the methodical contours of Putin’s plan was noticed, some years earlier.
Zelenskyy’s plea reminds us to remember…
I repost these four works, and there were many other videos and comments that included reference to Ukraine and the invasion. This dominated the second half of my year, and the natural gas Europe story was a constant reminder as maps are re-drawn and supply lines reconfigured. These sort of capture some of the concern about the welfare of the world, and the need for energy security. It’s a drop in the bucket from countless hours of conversations and research, trying to make sense of the seemingly senseless. The undertones for national security, energy security and food security all go hand in hand.
Human necessity and welfare is the compounding factor [in energy], more so than any other time in oil’s cyclical history. “It’s not driven by boom and busts, shortages and surpluses— but by the necessity of what energy does, including lifting people out of poverty,” says Yates.
Seeking Alpha editor Hopkins asks me to delve into the backstory. The final content is a brief capture of the story in its entirety. The energy transition has had a course correction. This interview also discusses why invest in energy (for his audience) and what’s surrounding the investment thesis, especially for those reliant on publicly-traded securities.
Seeking Alpha senior editor Michael Hopkins and Jennifer Warren speak about a deeply-researched feature that captures this historic time in the world and energy.
Yates and I reflect on Europe’s woes and our story upcoming, plus panel presentation, etc.
The evolution of natural gas dependence
Texas Wind Turbines in Panhandle, Dec 28, ‘22 & Jan 1, ‘23
Freedom on the road…
