P. Nordvik
4 items
Post
The LNG Swing Supplier Problem
Gas markets now clear through a handful of flexible cargoes — and whoever controls them holds quiet leverage over three continents...
Global Energy · Jul 15, 2026
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Nuclear Renaissance, Meet Construction Reality
Order books are full, timelines are not. The gap between announced gigawatts and poured concrete is the story.
Global Energy · Jul 03, 2026
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The Grid Is the Battlefield Nobody Budgets For
Interconnectors, transformers and control systems have become strategic assets — priced, targeted and defended like them.
Global Energy · Jun 20, 2026
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Oil's Spare Capacity Illusion
Markets price barrels held in reserve as if they were guaranteed. History suggests treating them as a policy, not a fact.
Global Energy · Jun 12, 2026