Casey Dwyer

Co-Founder, Managing Partner of Lattis | Energy nerd and Dry non-fiction book enthusiast |

[Javier Blas @JavierBlas]

CHART OF THE DAY: Lots of noise today about European nat gas storage levels. I liked this chart from Greek deputy energy minister Nikos Tsafos (@ntsafos https://t.co/GDMcXxjYhx). Adjust gas storage for demand (which has fallen ~18% in 5 years) and they don't low as low anymore.

[Casey Dwyer @caseymdwyer]

@hcanercan @ira_joseph It’s an interesting strategy because the pain from LNG scarcity is felt in Europe economically (they’ll outbid for gas into winter) and in EM (they get priced out). Not sure the US admin is incentivized by either of these factors.

[Casey Dwyer @caseymdwyer]

@hcanercan @ira_joseph Appreciate the link.

Ties to the theme of energy infrastructure reciprocity.

I find it interesting that gas infrastructure remains a target even though the gas position of the US implies attacks cause zero domestic/voter pain but maybe causes corporate pain for XOM etc.

[Javier Blas @JavierBlas]

CHART OF THE DAY: @Polymarket vs oil options market.

Goldman Sachs with an educational chart showing how differently the probability of a Strait of Hormuz closure was priced via 'retail' markets -- ie, Polymarket -- vs 'professional' markets -- ie, complex oil options | #OOTT

[John Arnold @johnarnold]

The interesting dynamic in the power sector is that costs of building solar gen keeps declining, but the value of an electron during sunny hours in sunny regions is also falling. Meanwhile, the cost of gas-fired gen is quickly rising, but so is the value of dispatchable power.

[Thankful Musgrave 🦃 @profmusgrave]

Did humans REALLY build the New York City subway system? At $1 billion per mile in today’s costs, how could primitive 20th century humans have built 850 miles of track? Did they have …extraterrestrial assistance? Or did they have some way of not spending a goddamn billion/mile?

[Carbon Forward @carbon_forward]

Have you booked your tickets yet to Carbon Forward 2021? Early bird tickets are available now with a 20% discount - don't miss your chance, secure your place today for 6-7 Oct: https://t.co/QoVWAy3CDi Buy 4 get 1 free for your Team! #CF2021

[Anna Gumbau - annagumbau.bsky.social @AnnaGumbau]

🚨 EU decision-makers just sealed a provisional deal on #EUClimateLaw: the 'net' 2030 GHG reduction target of at least 55% stays, though contribution of natural carbon sinks will be capped.

All details for @CarbonPulse subscribers 👇 #EUETS #OCTT

https://t.co/HWswGAJytu

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

Your periodic reminder that Nobel Prize winning is mostly driven by chocolate consumption.

[Pierre Andurand 🇺🇦🇫🇷🇪🇺🕊️ @AndurandPierre]

Such a massive disconnect between EV/ESG companies that price the need for a quick energy transition to fight climate change, and Carbon prices being at the same level as 18 months ago

[Casey Dwyer @caseymdwyer]

@CarbonReporter Over/under on 30 seconds after 8am CET tomorrow.

[Casey Dwyer @caseymdwyer]

@leslietron @RapidanEnergy Leslie! We will miss you. Good luck on your next adventure.

[Leo Hickman @LeoHickman]

Joe Biden has now spoken on the phone to seven world leaders.

And he has raised the issue of climate change with *every single one* of them so far.

[Casey Dwyer @caseymdwyer]

@colinmckerrache Is this China or China SAE? I saw SAE published guidelines, but they are not a government agency - so is more of guidance. Thanks for sharing!

[Casey Dwyer @caseymdwyer]

Recommended for anyone who wants to know more about the EU ETS

[Carbon Forward @carbon_forward]

The #EUETS is due to see sweeping changes over the next decade, with further tightening expected & #CBAM under discussion as an alternative form of carbon leakage protection. This session will assess the impacts for companies, free webinar, Nov. 11 11:15AM https://t.co/Dg8UtzAawQ

[Carbon Forward @carbon_forward]

#CF2020 had three very active discussions this early PM with excellent speakers:
@ElmgrenJulia, M. Pahle @PIK_Klima, @Bq2910, @Northlander_ulf, @Arieldpereza, @caseymdwyer, @NeelakandanNima, T. Lord, @NicolaBXL, M.Jones @ICISOfficial. Time was just flying with them!

Thank you

[Casey Dwyer @caseymdwyer]

@Bob_McNally Nine inch snails.

[Casey Dwyer @caseymdwyer]

@leslietron 🤣 More entertaining - Axl vs. Mnuchin Twitter battle. More hopeful for America - Hornet vs. Mantis