Month: January 2023

January Storage Injects Weakness into U.S. Gas Prices
Ready or not, here it comes. Sub-$3 Henry Hub gas prices are here, and the culprit isn’t hard to identify. January gas storage withdrawals have

U.S. Hydrogen Projects Tilt Toward Export Markets, Adding Demand for Natural Gas
Little is known about how the large-scale development of low-carbon hydrogen would ultimately affect traditional energy commodities, like natural gas. Different forms of hydrogen could

ERCOT Battery Dynamics Set to Follow CAISO Trends
The ongoing buildout of Battery Energy Storage Systems (BESS) continues to make an impact on operations within the Electric Reliability Council of Texas (ERCOT). For

E&P Costs Incompatible with Natural Gas Demand Growth
As a result of the bumpy recovery from the Covid-19 pandemic, inflation has become a key source of risk in the oil & gas industry.

The Future of Sustainable Aviation Fuel Production in the U.S.
The EPA estimates that the emissions from airplanes used in commercial aviation and large business jets account for 10% of all U.S. transportation greenhouse gas

Western Rockies Update
Rockies production is often overlooked in the shadow of the Permian and Northeast, but the last few winters have the region commanding among the highest

DAC Promises Decarbonization, But Efficiency Remains in Question
With construction underway on Occidental’s (NYSE: OXY) 500 kt direct air capture (DAC) project in Ector County, Texas, which is also the world’s largest, questions