Energy Thinks: Private Conversations
…and what they’re advising for you.
What You’ll Get in This (Solo) Episode of Energy Thinks
I get invited to a lot of interesting tables—and in the past month I’ve sat down with industry leaders, tech execs, and climate philanthropists in private conversations that have allowed me to make even better sense of The Moment we’ve all entered. In this solo Energy Thinks, I distill lessons from these conversations into advice on how our industry can create durable strategies in response to The Moment. TL/DR: Be flexible with your framing—but steadfast in your commitments.
Mentioned in the episode:
Both of These Things Are True newsletters “Thank You for Smoking” and “Climate Warrior or Climate Curious?”
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What to do next in The Moment
Adamantine is hosting limited workshops in Q2 2025 on how to dispel The Myth and meet The Moment; email us for a consultation.
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To acting on insights,
Tisha
In order to lead the conversation, we need to have credibility when we put US oil and especially natural gas forward as a key contributor to energy supply going forward, deserving of whatever continued government support we can muster. A counter argument that doesn't involve a "net zero" agenda would be that we need all forms of energy, and most likely reductions in energy intensity in some lifestyles, to continue to support the standard of living we all supposedly aspire to. The request by a group of energy industry executives that the Biden IRA be cancelled altogether is a good start - stand by our support of free markets to allow energy providers to compete without backdoor subsidies and tax credit deals to provide what we need and let consumers decide. It's been known for some time that Permian production growth would be slowing and stopping, but since it doesn't sell data and services the theme wasn't popular. We've reached the point now where it's public knowledge, and need to be able to respond when asked how we plan to continue to support all the markets we've identified for "abundant, affordable, clean" natural gas going forward when prices have already increased by 2X vs last year. For a good summary of the current situation in the Permian, see:
https://www.oilystuff.com/forumstuff/forum-stuff/it-s-flagging-we-re-still-exporting
And as a consumer of data, do you want to support providers whose views didn't change until their clients started speaking out?