Justin Mikulka

Justin Mikulka

@justinmikulka.bsky.social

Research, analysis and opinion on the ongoing energy transition. Writing about it at: https://powering-the-planet.ghost.io

11.8K followers1K following11K posts

A point I've been making for the past 5 years or so is becoming much more clear. "The primary reason for all this concerns cost: “Unsubsidized renewable energy remains the most cost competitive form of new-build generation,” according to Lazard’s latest benchmarking analysis. "

bloomberg.comCockroach Cleantech Is Flipping the Script on Fossil FuelsDespite the mass extinction event known as the second Trump administration, cleantech lives. Renewable energy deployment is breaking records, even in the US, and more than one-in-four of every new pas...
Justin Mikulka@justinmikulka.bsky.social

For the past few years I've been noting that the transition to clean energy is being driven by favorable economics. More evidence. "For those with skin in the game and an eye for a good investment, clean energy has become a no-brainer."

"For its EV customers, the company retains ownership of the battery on its own balance sheet. The customer buys the truck at a significantly lower price point – around Rs 55 lakh and does not carry battery-related risk." Interesting bit in an article headlined by LNG trucking...

themachinemaker.comBlue Energy Motors: Building India's LNG Trucking EcosystemWhen Blue Energy Motors started, the supporting infrastructure for LNG trucks in India was close to non-existent. LNG pumps were limited. Read more...

“We said we’ll own the battery. Battery is nothing but a fuel for us,” Mimani explains. “We’re getting a 55 lakh vehicle, which is more comfortable for the transport segment to assess and venture into EV. Our skin is in the game with them.”

"China started with LNG trucks about seven or eight years ago, then moved into EVs." China has a built in economic advantage for LNG that India does not (cheaper domestically produced LNG) and so India most likely will just skip the LNG part and move to EVs.

"The equipment needed to keep a three-person home running will pay for itself in as little as 16 months, BloombergNEF research shows — but, at $4,500, getting set up costs about seven times as much as buying a new petrol generator."

Justin Mikulka reposted

Good morning with good news: Australia's main grid Q3 2026 gas power fell 34% to 2000 level. Why? Battery supply about tripled, while renewables set new record of 44.3%, up from 41.8%. Small solar rose enough to match itself the grid's 1.3% growth! www.bloomberg.com/news/article... #energysky

"Chinese electric semi truck sales jumped almost 80% in the first half of 2026 compared to 2025, and are on pace to account for over 30% of all heavy trucks sold this year – and that pace is accelerating."

Justin Mikulka reposted

“The severity of methane leaks calls into question the industry’s commitment to voluntarily reach their climate goals,” he continued, saying that the apparent infractions “certainly necessitate [the New Mexico Environment Department] pursuing enforceable rules related to methane super-emitters.”

capitalandmain.comSatellite Detects 166 Major Methane Leaks at New Mexico Oil and Gas OperationsEnvironmental groups’ report found that few of the leaks, recorded in the Permian Basin over 16 months, had been reported to the state as required.

If there were not technologies currently replacing oil to eliminate some demand, this crisis would have broken the global economy. "The average rate for hauling crude has surged above $20 a barrel, up from $3 a year ago, analysts including Yulia Zhestkova Grigsby wrote in a note."

bloomberg.comGoldman Sachs Says War Spurs Sevenfold Jump in Oil Freight RatesGlobal shipping costs for oil have surged about sevenfold over the past year because of the war in the Middle East and they are likely to remain elevated, according to Goldman Sachs Group Inc.

Justin Mikulka reposted

Martial Eagles give you look when visiting the Serengeti that is normally reserved for doomed rabbits and hares. #Africa #wildlife

“There were methane plumes at all times of day from all directions,” he said. “The density of wells is so high in that area, you will probably not be able to assign that to any particular location.”

To Wilson, the activist who documents emissions, all the talk about rulemaking has little effect on the ground... “Even if we had the best rules you could think of, we don’t have enough people to enforce those,” she said. “It would take an army.”

Wiring up!!!! "Emerging economies across Asia, Africa, Latin America and parts of the Middle East have outspent the rest of the world since 2024 on key clean energy components, setting themselves up for further ​rapid electrification."

reuters.comCOMMENTARY: The Global South is wiring up for an electric futureThe US and Israeli war against Iran has been the big energy story in 2026, but the quiet retooling of power grids from Lagos to Manila may prove to be of greater significance in the long run.

"Since the beginning of 2024, the countries of the ‌Global South have accounted for over half of the worldwide spending on three key sets of China-made technology: grid equipment, cooling systems, and solar arrays, data from think tank Ember shows"

"Each panel also ⁠represents a quantity of fuel that never needs to be imported for power production, and helps boost local support for additional renewable energy deployment going forward." 💡

Have you heard about the permitting bill? Guess who thinks it's a great idea? "Meg O’Neill, the chief executive of British oil company BP, which operates in the U.S., said the bill would help unlock the full potential of American energy and strengthen domestic energy security." Any questions?

wsj.comExclusive | U.S. Risks Losing Tech Race Without Energy Push, Say Former Trump, Biden OfficialsMike Pompeo, Janet Yellen and others urged Congress to pass an energy-permitting bill.

"Some say the [oil and gas] industry should clean up its own mess" Some do say. I am one of the some that do. The industry is sticking the public with the bill to clean up the mess they made.

The Allegheny Front: Allderdice High School Students In Pittsburgh Partner With Well Done Foundation To Plug Abandoned Conventional Oil & Gas Well In Armstrong County; Some Say Industry Should Cleanup Its Own Mess tinyurl.com/yh23mzwn

At the same time, the Iran war has countries and businesses questioning the durability of importing energy, which is driving more electrification, he said. “Most of the world doesn’t have a lot of oil and gas,” he said. “People are getting more and more nervous about chaos.”

Justin Mikulka reposted

A really, really horrible attack (by a man, using a SUV) on one of the greatest advocates of community power and equitable climate action in Australia this morning. She's in a critical condition in a hospital in Melbourne and I'm hoping for a swift recovery. www.abc.net.au/news/2026-10...

Richest country in the history of the world. “I’ve got employees who’ve had their power cut,” Brown said. “The whole town’s going dark.” But we are told by many that the economy is going great here in MAGAland. To be fair, it's a great place to be rich and ruthless.

Zack Labe@zacklabe.com

"The last three months were about three degrees above average, hotter than the Dust Bowl summer of 1936 and the heat dome of 2021, and tens of millions of people can’t afford to pay for the air-conditioning that helped keep them safe in the deadly heat." via @nytimes.com

Importing fossil fuels is an economic burden. Convenient that countries like India can now just build their own clean power generation and make the smart economic choice. "India has shelved a proposal to mandate coal imports..."

bloomberg.comIndia Shelves Import Plan to Tackle Diminished Coal StockpilesIndia has shelved a proposal to mandate coal imports in order to boost dwindling stockpiles at the country’s power plants, as rising seaborne prices and a weaker rupee inflate the costs of incoming sh...

If you base your economic on imported fossil fuels, you need to expect these sort of events. If your competition bases their economy on lower cost clean energy you will be at a disadvantage.

"Power generation from coal and gas fell 1.4% in China in September"

Lauri Myllyvirta@laurimyllyvirta.bsky.social

Power generation from coal and gas fell 1.4% in China in September, despite a steep drop in hydropower, as solar, wind and nuclear more than covered all additional power demand. Coal&gas fell for the third month in a row. Monthly China statistics 🧵👇

Justin Mikulka reposted

Every time we get new science on methane emissions from oil and gas the numbers are far worse than what we were told. Every time. "They estimated about 2% of all natural gas piped into Indianapolis is eventually leaked."

phys.orgAbout 2% of natural gas supplied to a Midwest city leaks into the atmosphereMost natural gas leakage in Indianapolis likely originates from homes and other buildings, not exterior pipelines and large-scale distribution infrastructure that deliver the fossil fuel, according to...

If I were to say to you that there was a new deal about to be agreed on by politicians and this administration – which is hostile to clean energy - and I claimed it was good for the clean energy industry and the climate, would you believe me? Why?

Every time we get new science on methane emissions from oil and gas the numbers are far worse than what we were told. Every time. "They estimated about 2% of all natural gas piped into Indianapolis is eventually leaked."

phys.orgAbout 2% of natural gas supplied to a Midwest city leaks into the atmosphereMost natural gas leakage in Indianapolis likely originates from homes and other buildings, not exterior pipelines and large-scale distribution infrastructure that deliver the fossil fuel, according to...

"Two percent leakage is massive from a climate standpoint," said lead author Zachary Barkley, an associate research professor in the Department of Meteorology and Atmospheric Science

"Our findings add to indicators that more methane than imagined may be escaping into the atmosphere from U.S. cities, even cities with relatively modern distribution systems like Indianapolis." More than imagined. Which is why using science is better than imagining fossil fuels are clean.

Justin Mikulka reposted

“Filipinos now see that they don’t necessarily have to be at the mercy of the global energy market.” Solar helps people who have failed monopoly utility grids or who have no electricity at all. People themselves are building solar around the world! www.aljazeera.com/news/2026/10... #energysky

aljazeera.comSolar power booms in Philippines as war on Iran spikes energy costsWith Southeast Asia's largest electricity bills rising even higher, Filipinos invest in rooftop panels.

("Bloomberg) -- Three CoreWeave Inc. co-founders have sold $3.3 billion in company shares since last year's initial public offering, taking money off the table as rising credit risks and investor wariness around AI spending spark volatility in the stock." 😀 They know.

finance.yahoo.comCoreWeave Founders Shield Fortunes With $3.3 Billion Stock SalesThree CoreWeave Inc. co-founders have sold $3.3 billion in company shares since last year’s initial public offering, taking money off the table as rising credit risks and investor wariness around AI s...

Renewable energy poses a "structural ⁠headwind" to LNG use, PetroChina International's global head of LNG and new energies Zhang Yaoyu said at a conference in Doha in February. "The levelized cost of electricity from solar and wind has come down drastically ... So how do you compete?" You don't.

reuters.comChina's shifting energy mix weakens pillar of global LNG growthFor years, China was viewed by liquefied natural gas (LNG) producers as the key driver of future demand growth, helping to justify billions of dollars in export infrastructure investment from the U.S....

Justin Mikulka reposted

Over 140 women in Indonesia have united to protect Borneo’s forests from fire. They call themselves “The Power of Mama.” They patrol their communities, fight fires, and protect the forests for future generations. They’re not waiting for someone else to save their home. 🌳 #SheShed #VivaHerAlliance

"when you’re just cooking two sets of books at once."

Hoarse Whisperer@therealhoarse.bsky.social

You have to appreciate Elon Musk’s latest cartoonish con. Tesla is going sideways. Space X is wildly overvalued. Roll out some stupid fake flying car, you can tell people you’re merging the two companies because of the ‘synergy’ when you’re just cooking two sets of books at once.

US oil and gas industry loudly proclaims "we have the cleanest LNG in the world and can meet EU regulations" They have a long history of lying about their methane emissions for LNG. When it comes time to prove their claims they, of course, can't. So they force the EU to drop the regs.

naturalgasintel.comEU Methane Rule Delay Buys Little Time, No Certainty for US LNGDiscover the implications of the European Commission's recent decision to delay methane regulations for fossil fuel importers. Explore insights from US LNG trade leaders highlighting uncertainties in ...

And after getting the EU to kick the can for a year on simply having them to do some reporting, now they say that isn't close to enough and they want three years. " he urged the bloc to go a step further and implement a three-year delay of the regulations so they can be clarified." Clarified.