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    1. iwantboringtimes on

      from the article

      > In the past, oil crises typically triggered a rush to coal as a cheaper alternative. This time, the data suggests, is different.

      > After Russia invaded Ukraine in 2022, daily seaborne coal shipments surged 9.7 per cent in the first two weeks. They were sustained at 9.4 per cent through the following month, according to Bombay Strategy’s analysis. After the Hormuz blockade, coal shipments fell 2.5 per cent in the first 14 days, recovering to just 0.5 per cent above pre-war levels by day 40, staying effectively flat.

      > ”Coal trade volumes for March tell a very different story of how the world is reacting to LNG shortages compared to predictions made by the coal lobby,” said Hozefa Merchant, global energy lead at Bombay Strategy.

      > “Unlike in 2022 during the Russia-Ukraine war, where LNG shortage led to panic buying of floating coal cargo, this time we’ve actually seen a decline in total volumes altogether. One key difference is that the world has a lot more installed renewable energy capacity now than it did in 2022.”

      > The structural reason, both analyses suggest, is the scale of clean energy deployment since the last big crisis. Between 2022 and 2025, the world added over 2,000 gigawatts of renewable capacity. The solar and wind capacity added in 2025 alone was estimated to generate around 1,100 terawatt-hours per year, roughly twice the electricity that would have been generated by all the LNG transiting Hormuz before the blockade.

    2. Hungry_Age5375 on

      This tracks. Architecture redundancy isn’t sexy until you need it. Gulf tests proved it works under real conditions.

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