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Justin Mikulka

@justinmikulka

Research, analysis and opinion on the ongoing energy transition. Writing about it at: https://powering-the-planet.ghost.io

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Latest posts by Justin Mikulka @justinmikulka

Have you read any current AI novels? Do they have any obvious errors? I have not read any. I've heard some AI music and it is passable as forgettable pop music which I believe is the equivalent to what we are describing here with literature.

11.03.2026 00:21 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

@kibblesmith.com Thanks for the head's up on Strip Law. I often find myself shaking my head and just marveling that this thing has been created. A welcome diversion in these times.

11.03.2026 00:18 πŸ‘ 7 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Right on. That makes sense. Cheaper than what they pay humans now. But if the overlords are to be believed, having your computer create your entertainment should be available to anyone who can afford the AI subscription in the near future.

Perhaps AI slop might not be profitable for long.

11.03.2026 00:17 πŸ‘ 0 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Can you explain to me why someone who goes through the effort to describe what they want in customized literature can't do this themselves with the AI? Honest question. Is there some advanced skill in creating what you describe?

11.03.2026 00:12 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

But what do you mean by market? That people will pay someone else to use AI to produce a book that they themselves could use AI to write?

If you mean there is demand for it, I agree. But there is infinite supply which normally brings down the price.

11.03.2026 00:11 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

I know. They just want to be entertained. So, my point is, if they can be entertained by AI fiction, why would they pay for it? Your formerly lucrative genre is now available for free on demand and you can even "write it" yourself.

11.03.2026 00:08 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

I don't know the answer but I'm curious why people who are willing to read AI fiction would have any standards at all. Seems like the value of that type of writing would quickly go to zero. If "close enough and entertains me" is all you care about, that will be available for free.

11.03.2026 00:04 πŸ‘ 4 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0

How long will they be lucrative if I can just have it write my own "novel" whenever I want? Should I pay you or should I tell my AI to read the book you want me to pay you for and "write something like that, but with more birds"

10.03.2026 23:57 πŸ‘ 5 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

Every shale oil field in America is in decline. One thing we can be confident about is that if the oil industry didn't invest in something when it was booming, it ain't gonna do it while things are in decline.

10.03.2026 20:08 πŸ‘ 4 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
CNN headline "does trump even know what's happening in Iran?"

CNN headline "does trump even know what's happening in Iran?"

Instills confidence....

10.03.2026 20:06 πŸ‘ 13 πŸ” 2 πŸ’¬ 0 πŸ“Œ 1

It doesn't make sense for a few reasons. I wouldn't be surprised if the EIA was encouraged to make this optimistic update.

A few days ago US oil producers said they would not be increasing production. The EIA is saying they will.

Either way, the oil isn't there to increase production.

10.03.2026 20:01 πŸ‘ 2 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0

"Lower prices in 2027 mostly reflect more associated natural gas production as a result of the recent increase in oil prices and the related increase in production later in the forecast."

Magical thinking from EIA.

10.03.2026 19:49 πŸ‘ 10 πŸ” 4 πŸ’¬ 0 πŸ“Œ 0
Short-Term Energy Outlook - U.S. Energy Information Administration (EIA)U.S. Energy Information Administration - EIA - Independent Statistics and Analysis

Wow. The EIA just made some insane updates to their forecasts. Apparently this war means, lower gas prices in the US and a big increase in oil production.

"The Henry Hub spot price averages nearly $3.90/MMBtu in 2027, 12% lower than our forecast last month."

10.03.2026 19:49 πŸ‘ 13 πŸ” 6 πŸ’¬ 4 πŸ“Œ 0
Preview
Texas Seizes the Solar Crown From California, and Other Key Points From the Latest Electricity Data - Inside Climate News Utility-scale solar soared in 2025 across the country; coal also grew, while natural gas was down.

insideclimatenews.org/news/0503202...

10.03.2026 19:22 πŸ‘ 16 πŸ” 7 πŸ’¬ 2 πŸ“Œ 1
Preview
Former energy secretary Rick Perry says AI revolution hinges on 2 limitations The former Texas governor believes the AI race will be won by energy-rich states and companies that can navigate a tightening industrial supply chain.

Texas is leading the country in building out solar wind and storage.

But, please, don't let me stop you from making investment decisions based on things the dancing guy said.

10.03.2026 19:21 πŸ‘ 12 πŸ” 3 πŸ’¬ 1 πŸ“Œ 0
Preview
Rick Perry Abc GIF by Dancing with the Stars - Find & Share on GIPHY Discover & share this Rick Perry Abc GIF by Dancing with the Stars with everyone you know. GIPHY is how you search, share, discover, and create GIFs.

Former Dancing with the Stars contestant offers wildly ignorant take on reality.

"Perry pointed to Mississippi and Texas as states positioned to "get ahead" by simplifying the process of building traditional baseload β€” oil, gas, and coal β€” while championing nuclear as the long-term solution."

10.03.2026 19:21 πŸ‘ 6 πŸ” 3 πŸ’¬ 1 πŸ“Œ 0
Preview
Mad Fascists: Epic Fury Straights Generals always fight the last war.

"Winston Churchill supposedly said that 'generals always prepare to fight the last war.' I think of that a lot when I look at what the U.S. is currently doing with its military and energy policy."

10.03.2026 18:30 πŸ‘ 14 πŸ” 3 πŸ’¬ 2 πŸ“Œ 0

Great to see the issue of unreclaimed oil & gas wells getting the attention of federal NDP leadership candidates. Learn more about Mark's story and MAGA Energy below πŸ‘‡

10.03.2026 15:59 πŸ‘ 4 πŸ” 3 πŸ’¬ 0 πŸ“Œ 0

Yes. I've argued for some time nuclear isn't a viable option for various reasons but the one that matter is economics. It's far too expensive. Solar, wind, hydro and storage are the solutions.

10.03.2026 15:51 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Well no one is building those any time soon so if you want to get off fossil fuels, the way is to use the current low cost and most effective options.

10.03.2026 15:18 πŸ‘ 0 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
Preview
Energy Price Shock From Iran War Exposes Europe’s Weakness Underneath the glass and wrought iron ceiling of Antwerp’s stock exchange last month, French President Emmanuel Macron addressed a hall full of executives from heavy industries. He wasted no time in d...

β€œThere’s been a massive wave of fossil fuel nostalgia in Brussels,” said Thomas Pellerin-Carlin, a Socialist lawmaker in the European Parliament. β€œThe only way for us to achieve energy security is to get out of fossil fuels. We need to understand it’s the road to serfdom, otherwise.”

He gets it.

10.03.2026 14:52 πŸ‘ 37 πŸ” 17 πŸ’¬ 1 πŸ“Œ 1
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India's GAIL seeks LNG cargo for March delivery, say industry sources India's largest gas distributor, GAIL, has issued a ​tender seeking a cargo of liquefied β€Œnatural gas (LNG) for delivery in March, as the conflict in the Middle East curtailed ​shipping and halted Qat...

Last month the major LNG buyers in India said that they would need prices of $6/mmBtu to increase their buying by a significant amount. Renewables and coal are cheaper than that.

Now they are paying $20/mmBtu. Should speed up the renewables transition.

10.03.2026 12:38 πŸ‘ 21 πŸ” 9 πŸ’¬ 1 πŸ“Œ 0
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Govt eases FDI norms for China, other countries sharing land border with India: Sources India has eased foreign investment rules for nations sharing land borders. This includes China, a significant trading partner. The government amended a key policy requiring mandatory approval for inve...

Trump continues to bring countries together. India and China, for instance.

10.03.2026 12:35 πŸ‘ 8 πŸ” 1 πŸ’¬ 0 πŸ“Œ 0

Is there any Trump policy that isn't benefitting China?

10.03.2026 11:44 πŸ‘ 20 πŸ” 3 πŸ’¬ 2 πŸ“Œ 0

Yes they are. Should be able to limit them as green H2 production can be done where it is needed instead of needed global infrastructure for production, processing and transportation where many of the methane emissions occur. However, we should not allow H2 venting, like we do CH4, for sure.

09.03.2026 19:33 πŸ‘ 3 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Worth considering. Current hydrogen production (about half of which goes to fertilizer) uses 6% of the world's methane and contributes 2% of CO2 emissions and an unquantified amount of methane emissions.

Replacing methane in fertilizer production is a big climate win too.

09.03.2026 17:35 πŸ‘ 18 πŸ” 6 πŸ’¬ 3 πŸ“Œ 0
Preview
India’s 7GW green hydrogen project set to supply ammonia to country’s first large-scale green urea plant Local bioenergy company to build facility at site of power giant’s massive Pudimadaka Hβ‚‚ hub

India makes fertilizer from expensive imported LNG that just got a lot more expensive. They already heavily subsidize this.

09.03.2026 17:08 πŸ‘ 19 πŸ” 6 πŸ’¬ 2 πŸ“Œ 0

As the world is learning that most fertilizer is made from methane (natural gas/LNG) it will be interesting if the discussion of making fertilizer from green hydrogen (localized production using water and electricity) gets more attention.

09.03.2026 17:07 πŸ‘ 62 πŸ” 17 πŸ’¬ 4 πŸ“Œ 0
Preview
Iran War Tests Whether Clean Tech Learned Any Lessons From 2022 For green investors, the current war-fueled surge in oil and gas prices conjures up painful memories of 2022, when renewables were gripped by a selloff that lasted into 2025. But at Jefferies, clients...

www.bloomberg.com/news/article...

09.03.2026 15:12 πŸ‘ 5 πŸ” 1 πŸ’¬ 1 πŸ“Œ 0
graph showing clean energy stocks have outperformed the market .

graph showing clean energy stocks have outperformed the market .

Wait until the vibe investors figure this out.

09.03.2026 15:12 πŸ‘ 112 πŸ” 32 πŸ’¬ 2 πŸ“Œ 3