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... list of big clean ammonia projects in the U.S. Almost all of these proposed multibillion-dollar production ... H 2 and oxygen — no CO 2 is produced, so there’s no need for CCS. The 10 big clean ammonia projects on our radar ... way to the blue ammonia plant. The company did say that if all of the hydrogen produced at the complex went to ammonia ...
Housley Carr - Published April 27, 2023
... rail series. We discussed the crude by rail “phenom” all through last year as the development gathered steam. A ... locations in the US, the journey times are impacted by the need to move cars onto a different carrier line and by ... US energy developments of 2012. Many believed it was all a flash-in-the-pan that would evaporate once new ...
Sandy Fielden - Published February 5, 2013
... including property tax abatements and payroll credits, all designed to attract data center projects. The process was ... more data centers. As we discussed recently in Won’t Get Fooled Again , we’ve been grappling with the challenges ... are plans to expand the total site to as much as 1 GW if all phases are completed. While details of Phase 2 approvals ...
Lisa Shidler - Published September 21, 2025
... project, Rover Pipeline, began flowing (see Against All Odds ). But our assumption is still somewhat conservative ... flat to the previous two winters at 5.5 Bcf/d. (We’ll get to the risks to this assumption in a bit.) In the case of ... 2018 and average near 2.8 Bcf/d for the season. Next, we need to make some assumptions around U.S. consumption, ...
Sheetal Nasta - Published September 18, 2017
... unrest, as with Russia’s invasion of Ukraine. (See All I Need to Get By? for more on how the U.S. is using the SPR this year.) ...
Jason Lindquist - Published July 14, 2022
... in the WCS Hardisty-WTI price spread, which has happened all too often in the past when line breaks or refinery ... in Alberta. Analyst Insights May 9 (3:30 pm) Let’s Get This Party Started - Wave of New Gulf Coast NGL ... from the U.S. Gulf Coast. Source: U.S. Census Bureau All of these factors have helped to keep WCS price ...
Martin King - Published May 9, 2023
... the lease. HBP requirements influence drilling decisions all the time, but this type of drilling carries different ...
Sheetal Nasta - Published February 18, 2015
... enjoyed a close pricing relationship governed by the U.S. need to import light sweet crude to meet domestic demand – ... at the Gulf Coast. By mid-January Brent, WTI and LLS were all trading within a $1/Bbl range with Brent even lower than ... pipeline capacity constraints (see Don’t Stop Till You Get Enough ). And as we explained a minute ago, the large ...
Sandy Fielden - Published March 29, 2015
... total about 4.0 Bcf to date. DCP Midstream Partners – We Get Back Up Again We just released the latest report in our ... priced gas over the long term. In terms of capacity, all three of the “T-pipes” discussed above are undergoing ...
Sheetal Nasta - Published February 25, 2016
... eligibility for coverage of 12% of the capital costs will get the attention of industry and could bring forth numerous projects once all the risks and investment criteria have been evaluated by ...
Martin King - Published December 3, 2020
... Alberta. The refinery is small and while it may not supply all of the greater Vancouver area, it can provide gas ... almost exclusively to the local market, without the need to send them to more distant and lower netback markets. ...
John Auers - Published June 18, 2025
... demand and prices for U.S. propane exports. As with all commodities the inevitable consequence of oversupply is ... – producers paying buyers to haul their propane away. By all accounts a similar surplus of stranded propane in the ... the surplus this summer then prices at Mont Belvieu may need to drop to the level of natural gas – such that ...
Sandy Fielden - Published June 8, 2015
... to the entire 50-mile length of the canal. What about all those miles of canal in between? Well, it is possible ... use of the pipeline is somewhat complicated due to the need to use two vessels for each shipment -- one vessel to get to the Atlantic side and offload into the pipeline and ...
Rusty Braziel - Published April 12, 2016
... legacy interconnects that flow gas across the border, all but one of them on Kinder Morgan’s El Paso Natural ... Era so far, other than for line fill. In summary, not all of the incremental pipeline exports we’ve seen this ... with more Mexican infrastructure scheduled to come online, get ready — that jack-in-the-box is winding up again. ...
Sheetal Nasta - Published July 25, 2018
... to keep producers drilling regardless. Now, that’s all over, at least for a while. What can we expect now that ... because they had no way to take physical delivery. To get out of their predicament, they ended up having to pay ... drivers unique to the Permian’s oil market, we need to rewind a bit to before all of the latest crises — ...
... two-thirds of the gain coming from the Louisiana side. All told, that’s a 4.1-Bcf/d (39%) increase in Haynesville ... could grow by another ~6.5 Bcf/d in that time. Of course, all constraints are local, and so the last mile of connection ... Also, timing is everything, and if these projects don’t get built on time, the resulting supply chasm that opens up ...
Sheetal Nasta - Published September 25, 2022
... Crude Voyager report, and Houston-area terminals loaded an all-time high of 1.4 MMb/d. But there’s a lot more to the ... extend into trends and, if you’re lucky, you sometimes get signals that things you’d been predicting are actually ... the major paths for laden tankers hauling U.S. crude all over the world and reflects the change in tanker ...
Housley Carr - Published August 31, 2023
... still projected to reach 5.0 MMbbl/d by 2025. Where will all this growing crude oil supply go? Today, we’ll dive ... the crude oil takeaway pipelines discussed above, we can get a better sense of what’s included in the existing ... and how do those timelines align with the incremental need for takeaway capacity? “The Shape I’m In” is among ...
Peter Howard - Published February 7, 2018
... of new demand from four liquefaction trains, which are all running near full capacity most of the time. And, there ... the net of receipts and deliveries at those points to get net flows. If the net volume across the state line is ... from about 5.0 Bcf/d in 2013. The downward trend is not all that surprising considering that East Texas and Barnett ...
Sheetal Nasta - Published March 26, 2018
... most producers – cash is king and the key metric they need to concentrate on when making new drilling investment ... to calculate the cumulative discounted cash flow (DCF) for all three commodities: oil, natural gas and NGLs. The sum of ... (because of location or available transport capacity) to get to the lower basis, higher priced Columbia Gulf TCO ...
Sandy Fielden - Published January 19, 2015