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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Grid Stress Meets Climate Whiplash: Is Winter Reliability the Canary in the Energy Coal Mine?
Source: Beacon Hotel (NYC in snow) NERC’s 2025 Winter Reliability Assessment delivers a clear warning: peak winter electricity demand could spike ~25%, driven by electrification, data centers, and more extreme cold snaps. While the grid is largely prepared for average winter conditions, it is increasingly exposed to high-impact, low-probability weather events. Looking ahead, volatility may rise further. Climate models suggest La Niña fades in 2026, shifting to ENSO-neutral, t

Timothy Beggans
Dec 25, 20252 min read


Is Natural Gas forming a long-term price bottom?
Source: GROK U.S. natural gas prices are showing signs of a floor, with Henry Hub averaging $3.66/MMBtu in 1H 2025 , up sharply from...

Timothy Beggans
Oct 2, 20252 min read


LNG Spotlight: NextDecade
Source: NextDecade NextDecade Corporation (NASDAQ: NEXT) continues to gain momentum in the U.S. LNG sector, with its Rio Grande LNG...

Timothy Beggans
Mar 4, 20252 min read


Sustainable Solutions: Jevons' Paradox
Source: Wikipedia As Artificial Intelligence (AI) continues to advance, improvements in efficiency won’t necessarily lead to lower energy...

Timothy Beggans
Jan 29, 20252 min read
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