Mobius Risk Group

China's strategic dominance of critical minerals is staggering: 44% of refined copper 77% of refined cobalt 65% of lithium 91% of graphite 92% of rare earths Without these materials, the clean energy transition stalls.

Despite forecasts of "peak coal," global demand keeps rising. BRICS nations have nearly doubled coal capacity since 2010 (819→1500 GW) while G7 countries reduced theirs (500→292 GW). Energy security trumps emissions concerns for developing economies.

U.S. solar generating capacity grew 50 GW (+21% Y/Y) in 2024, accounting for 66% of all new U.S. generating capacity added last year, according to Tuesday's SEIA report.

Thanks for having us on Chuck Yates Needs A Job We covered a lot of ground talking about natural gas, AI, and the future of energy. Chuck sat down with Zane Curry and Alex Melvin to break down why natural gas is the unsung hero behind AI’s growing power demands, how energy markets are shifting under the weight of geopolitics, and where the real opportunities lie in the scramble for reliable electricity. Watch & listen here: https://lnkd.in/gJfPeday

ES #127: The IEA's Peak Demand Fallacy The IEA predicted a plateau or peak in global coal demand four times in four years... and was wrong each time. Asia's geopolitical and socioeconomic priorities will continue to dictate energy policy.

Our latest Energy Desk discussion discusses why coal demand continues to rise despite predictions of its decline, and how China's dominance in critical minerals (controlling up to 92% of some resources) creates new geopolitical tensions.

?? ENERGY GRID ALERT: Major Shifts in US Generation Capacity The US grid is facing significant changes over the next three years: Nearly 35.4 GW of planned capacity retirements (2025-2027) 99%+ of these retirements are coal, natural gas, and petroleum-fired units Replacements? 90%+ from solar, wind, and batteries Meanwhile, gas turbine manufacturers report unprecedented demand with lead times extending to 2030. As Siemens Energy North America President puts it: "Gas turbines were dead in 2022... [Now,] we can't make enough gas turbines to support this market." What does this mean for reliability and costs? Read our latest research. [Link in the comments] #EnergyTransition #PowerGeneration #GridReliability

ES #126: The Five Year Lead Time for New Gas Turbines Generation retirements to remove an outsized share of coal, natural gas, and petroleum-fired capacity from the US grid between 2025-2027 with replacements from solar, wind, and batteries. Read Energy Shots (Link in comments)

North American crude flows are shifting: Canadian tariffs + Mexico's 12% production decline + Venezuela sanctions create a complex puzzle for US refiners. Dive into the full analysis on our latest podcast.