Pipelines, energy and natural resources

[ytz]

Chinese solar problems.

China’s solar firms, once deemed too competitive, now face monopoly accusations

Major producers are suspected of using Beijing’s anti-involution campaign as an excuse to rig prices.

www.scmp.com

China has produced so many solar panels that it has pushed prices down: it now wants to shut factories to save its industry

The first thing you notice is the silence. On the edge of a dusty industrial park in eastern China, a row of once-roaring solar panel factories stands

thaihut.org

Problem or opportunity? See what they did in Pakistan. They can now dump a ton of solar panels anywhere else that is energy starved, to gain geopolitical leverage.

Further to....

‘We expect EU to abandon its 42% industrial hydrogen RFNBO mandate for 2030 later this year’: WoodMac

The analyst forecasts more big cancellations in the coming 12 months, it reveals in its predictions for 2026

www.hydrogeninsight.com

This is the Hydrogen we were supposed to supply instead of the Natural Gas they asked for?

Hydrogen has (mostly) been a scam. Mostly made from fossil fuels. At high cost. And difficult to transport thanks to embrittlement. Useful for certain industrial applications.

In any event, I vehemently disagree with giving the Europeans cheap gas. Let them move their energy intensive industry to Canada so we can get jobs here. There's no reason for us to effectively subsidize glass and steel manufacturing in Germany when there's folks in Canada who need manufacturing jobs. Heck, put that manufacturing right in Alberta.

 

[Colin Parkinson]

BC needs to slowly but surely clamp down on raw log exports and only allow value added exports of wood fibre.

 

[Kirkhill]

Problem or opportunity? See what they did in Pakistan. They can now dump a ton of solar panels anywhere else that is energy starved, to gain geopolitical leverage.

Both. The market working to get the best solution to the best location. Even if the government intervenes.

Hydrogen has (mostly) been a scam. Mostly made from fossil fuels. At high cost. And difficult to transport thanks to embrittlement. Useful for certain industrial applications.

Absolutely. The amount of over-engineering necessary to capture and constrain energy as H2 as compared to, say Propane, or even Natural Gas just never made sense to me. Htdrogen is a slippery little bugger that doesn't want to stay put.

In any event, I vehemently disagree with giving the Europeans cheap gas. Let them move their energy intensive industry to Canada so we can get jobs here. There's no reason for us to effectively subsidize glass and steel manufacturing in Germany when there's folks in Canada who need manufacturing jobs. Heck, put that manufacturing right in Alberta.

Like it.

Push comes to shove the Euros have resources. In many instances they have chosen not to exploit them, often over quality of life issues.

 

[daftandbarmy]

Influence operations, Chapter One.

https://twitter.com/x/status/2010915495965237514

 

[lenaitch]

It's not fuels, but natural resources is in the thread title, so Ontario has just joined the feds in agreeing to fast track Canada Nickle's Crawford Lake project.

Ontario puts Canada Nickel mine on fast track

Ontario is fast-tracking Canada Nickel Co.'s proposed open-pit nickel mine under its streamlined permitting review. Read more

financialpost.com

While the Ring of Fire seems to be getting all the attention, Crawford Lake is about 40km north of Timmins, on a highway and near a rail line (fortuitous timing, it is just north of the Kidd reek mine - deepest base metal mine in the world - which is scheduled to close this year). Combined with their Reid Project, proven and inferred resources are now over a billion tons of nickel and other metals, including Chromium. And they are still drilling.

 

[Kirkhill]

https://www.bloomberg.com/news/articles/2026-01-14/sweden-s-climate-change-action-ambitions-are-unravelling