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Blank Space, Part 2 - The Ins and Outs of Natural Gas Storage
The volume of natural gas in storage and the flow of gas into and out of it are among the most closely watched indicators in the U.S. gas market. That makes sense, given that these numbers provide important weekly insights into the supply-demand balance, …
Rocket Man - The Surprising Simplicity of Many Rocket Fuels
The high-tech space programs of Elon Musk, Jeff Bezos, and Sir Richard Branson may seem far removed from the down-to-earth business of producing and processing hydrocarbons. In fact, however, the multibillion-dollar efforts by SpaceX, Blue Origin, and …
Back to Zero - Appalachia's Dwindling Natural Gas Pipeline Takeaway Capacity
Northeast natural gas production in 2021 to date has averaged 34 Bcf/d, up 1.4 Bcf/d year-on-year, and the higher gas price environment currently is signaling more upside to production in the years to come. At the same time, downstream feedgas demand from …
Hold On ... I'm Coming - Wolf Midstream Sanctions Straddle Plant to Increase Canadian NGL Supplies
Supplies of natural gas liquids, especially propane, have become increasingly tight in recent months, with prices reaching multi-year highs in the U.S. and Canada. Despite the strong price signals, increasing production is typically a lengthy, complex, …
Last Great American Whale? - Shell's Latest Crude Oil Project in the Deepwater Gulf
It’s often said that the offshore Gulf of Mexico is a different animal than its onshore counterparts, especially shale and tight-oil plays like the Permian and the Bakken. Decisions to invest in new production in the GOM aren’t based on crude oil demand …
A Matter of Trust, Part 3 - How Midstreamers Are Reducing Their Pipelines' GHG Impact
Every day, midstream companies in North America transport massive volumes of crude oil, natural gas, NGLs, and refined products to market. Without their pipelines, economic activity would rapidly grind to a halt. Still, environmental critics and …
Bullet the Blue Sky - U.S. Energy Markets Progress Toward Carbon Capture Solutions
A couple of weeks ago, Shell announced a large-scale carbon capture and sequestration initiative at its Scotford refinery complex near Edmonton, AB. It’s one of the largest recent efforts to marry hydrogen production with CCS — an increasingly popular …
Title III — Fuels and Technology Infrastructure Investments
This summary was sourced from pages 76 - 77 of the Bipartisan Infrastructure Investment and Jobs Act Summary available on Senator Rob Portman’s website. For the full text, click here . Title III—Fuels and Technology Infrastructure Investments Subtitle …
Running on Empty - Propane Exports Continue to Pull U.S. Inventories Lower
The EIA report on propane inventories that came out yesterday was a shocker. This time of year, stocks are supposed to be building toward the levels needed to get U.S. propane markets through the winter season. But the numbers released on Wednesday showed …
Come Clean, Part 6 - Why Sustainable Aviation Fuel Is Taking Flight
Traveled by air in the U.S. lately? Airports and airplanes are packed to the gills. Unruly passengers are making the nightly news and becoming YouTube sensations. Jet fuel shortages are popping up. But there are other developments in air travel too, …
Knocked Out - CO2 Users Face Supply Issues, Higher Prices as Carbon Sequestration Grows
The law of unintended consequences may be about to play out in society’s quest to sequester — or permanently store underground via enhanced oil recovery and other means — the carbon dioxide captured at ethanol plants, power generators, and other …
A Matter of Trust, Part 2 - Carbon-Neutral Cargoes of LNG and Other Hydrocarbons
Carbon-neutral hydrocarbons may sound like an oxymoron, but an increasing number of international shippers have been assembling and sending out cargoes of LNG whose expected lifecycle carbon-dioxide (CO2) emissions have been fully offset by carbon …
Blank Space - Is Another Build-out of Natural Gas Storage Capacity Just Ahead?
If you’re a relative newcomer to the energy industry, the subject of natural gas storage might make your eyes glaze over — the sector is often treated as a backwater by traders and investors focused on liquid hydrocarbons. But it wasn’t always so. In the …
Forever and for Always, Part 2 - Active and Planned Carbon Capture and Storage Projects in Canada
Although it’s not well publicized, Canada’s oil and gas sector is already a global leader in active projects targeting significant reductions in greenhouse gas emissions, primarily carbon dioxide. These successes — some dating back as far as Y2K — are …
Part of the Plan, Part 4 - Who'll Be Buying the Heavy Sour Canadian Crude Moving South on Capline?
For some time now, a handful of refineries in southeastern Louisiana, Mississippi, and Alabama have been able to receive steeply discounted, heavy sour crude from Western Canada by rail or barge — or, in rare cases, by pipeline from Cushing to Nederland, …
The Air That I Breathe, Part 7 - Reality or Myth? Carbon-Negative Crude from EOR
What if crude oil could be extracted from the ground, refined into gasoline and diesel, trucked to your local service station, and used in your SUV to take that next road trip, all the while resulting in LESS CO2 being emitted into the atmosphere? That …
A Matter of Trust - Assessing the Energy Industry's Carbon-Related Initiatives
In case you hadn’t noticed, there’s a big push by the government, industry, and the broader public to reduce greenhouse gas (GHG) emissions and to offset those that do occur. Given its carbon-intensive nature, the oil and gas sector is at the heart of …
Waitin' for the (Gas) - Mexico's Salina Cruz LNG Project Targets Latin American Buyers
Just a few years ago, Mexico was focused on importing LNG to help meet its natural gas needs, especially in parts of the country far from Permian and other U.S. supplies. Lately though, most of the talk about LNG in Mexico has been about liquefaction …
Dark Horse - 'Sweetening' Sour Natural Gas and Sequestering CO2 in the Permian
The gas that emerges from wells in U.S. shale plays differs widely in its characteristics and quality. In the aptly named “dry” Marcellus in northeastern Pennsylvania, the gas is almost all methane, with only minute volumes of NGLs and contaminants, and …
Forever and for Always - Canada's Energy Industry Steps Up Carbon Capture Efforts in the Oil Sands
New and expanded efforts to reduce greenhouse gases, most notably carbon dioxide, have been making headlines globally on a daily basis for a while now. Canada’s energy industry has been increasingly contributing to that newsfeed this year, with two large …