Oil is closing in on $80 as supply fears stoke prices higher
https://financialpost.com/commodities/energy/oil-gas/brent-oil-nears-80-a-barrel-amid-supply-constraints
- what could stem the rising tide of oil prices? Covid lockdowns, Chinese economy?
- domestic travel is up, according to airlines
- will US production ever come back? perhaps more issues at play than just lack of funding - costs of materials, labor has all gone WAY up.

Europe Is Pumping Less Gas as Demand Rebounds, Leaving a Gap Russia Is Filling
https://www.wsj.com/articles/europe-is-pumping-less-gas-as-demand-revives-leaving-a-gap-russia-is-filling-11632308400
- despite Europe's rhetoric about the environment, they really want to do business with Russia
- Shutting down major Dutch natural gas field next year because of earthquakes. Instead they are getting it from Russia.

Citigroup sees gas at $100/MMBtu, if winter is cold enough
https://www.worldoil.com/news/2021/9/23/citigroup-sees-gas-at-100mmbtu-if-winter-is-cold-enough
- If its too cold in China, what does China do? Let people freeze or power factories?

The Climate Case for Property Destruction
https://newrepublic.com/article/162247/andreas-malm-blow-up-pipeline-climate-direct-action
- argues that climate activists should destroy energy infrastructure often enough so that it is too costly for companies to rebuilt and maintain it.
- What is the end point? renewable? deindustrialization?

Investors Bet Environmental Fears Will Crunch Commodity Supply, Lifting Prices
https://www.wsj.com/articles/investors-bet-environmental-fears-will-crunch-commodity-supply-lifting-prices-11632350186
- pandemic killed investing in oil AND gas

China Needs to Kick its Coal Habit at Home, Too
https://www.wsj.com/articles/china-needs-to-kick-its-coal-habit-at-home-too-11632477842
- Xi says won't finance coal plants abroad (but what about at home?)

Power cuts hit homes in north-east China
https://www.bbc.com/news/world-asia-china-58704221

As OPEC reopens the taps, African giants losing race to pump more
https://www.reuters.com/business/energy/opec-reopens-taps-african-giants-losing-race-pump-more-2021-09-27/
- Nigeria and Angola lose a lot of oil to theft! Nigeria was in the top 5 of hot oil being tapped from pipelines. Similar to Pemex and Nigeria

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