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Todd Root U.S. propane stocks are high, 33% over the 5-year average. Year-to-date propane exports are at a ... and exports, right? Nay! Propane production is actually down, falling 9% from September 2022 to December, and even ... to be some mystery barrels that are somehow making their way into inventory and exports — and not showing up in the ...
Todd Root - Published May 1, 2023
Jason Lindquist The lack of successful projects has long been a thorn in the ... advancing carbon-capture technologies. As we discussed in Way Down in the Hole, Part 4 , the costs of carbon capture can ...
Jason Lindquist - Published February 22, 2023
David Braziel After a three-year hiatus, winter returned to the U.S. natural gas market this year in the form of a ... Gas Prices. Sources: NGI, RBN (Click to Enlarge) The way the power sector works, the cheapest marginal generation ... demand, the next tranche of generators cycle up and down with daily demand, and finally the higher-cost ...
David Braziel - Published February 20, 2018
... production is now expected to grow at a subdued pace over the next five years, as lower oil prices and a focus on ... in 2020, which is near estimated capacity of 1.9 Bcf/d and down slightly from 2019 average flows of 1.7 Bcf/d. Still, ... to it later, but these outflows north will shift in a big way as new capacity to the east opens up next year. While the ...
Jason Ferguson - Published October 11, 2020
... everywhere you look, there’s a focus on decarbonizing the global economy, and a lot of those discussions start with ... electrolyzer that is powered by renewable energy. (See Any Way You Want It to learn about the differences in what are ... steel production, or other industrial activities. Down the line, that CO 2 could come from a nearby direct air ...
Jason Lindquist - Published February 2, 2023
Jason Lindquist Conversations about decarbonization and the energy transition often turn to the transportation ... to run from 2025-27, it could be extended in the same way the current BTC has been extended six times for a total ... the 45Q tax credit for carbon capture, as we noted in Way Down in the Hole, Part 11 , but a facility is not eligible to ...
Jason Lindquist - Published August 25, 2022
Nick Cacchione It’s no surprise that the plunge in crude oil prices between mid-2014 and early ... Diversified, and Gas-Weighted — have been working their way back to black. In Part 1 of this two-part series, we ... to near $70/bbl in recent weeks, our E&Ps have not let down their guard. We estimate that cash flows for these ...
Nick Cacchione - Published May 10, 2018
... “green” hydrogen with nitrogen, is emerging as one of the most highly touted low-carbon energy sources of the ... no need for CCS. Additionally, as we described in Way Down in the Hole , a large portion of the ammonia currently ...
Housley Carr - Published May 4, 2023
Martin King Canadian natural gas storage levels finished the most recent injection season at a record high. With what ... that Canadian storage levels would have been slow to draw down. On the contrary: so far, gas is being withdrawn from ... developments. With that blatant promotion out of the way, and to get some sense for where storage might be headed ...
Martin King - Published December 28, 2020
... often using a combination of strategies. That’s the case with plans to mitigate methane emissions, which are ... transition. (To learn more about ESG, see our recent Drill Down Report .) Even so, efforts to reduce methane emissions ... of complementary strategies (and as described recently in Way Down in the Hole, Part 10 ), any plan to reduce or ...
Jason Lindquist - Published November 3, 2022
... Lindquist As concerns about energy security have come to the forefront, some in the mainstream have begun to pump the ... energy content. It’s the fundamental difference in the way value is established in renewable, decarbonized energy ... on the 45Q tax credits that could be earned. (See Way Down in the Hole, Part 7 for how that math works.) Further, ...
Jason Lindquist - Published July 11, 2022
... having a safe, permanent place to store them is vital if the goal is to meet or exceed emission-reduction targets. To ... challenges, and economics of CCS should reference our Way Down in the Hole series. [RBN Energy’s U.S. CO ₂ ...
Martin King - Published October 24, 2022
... times. Just when natural gas prices are rallying across the world to multi-year or historic highs, another monkey ... back as 2013 in Stuck in the Middle , again in 2016 ( One Way or Another ), and yet again in late 2017, when we ... gas in northeastern BC and then funnels it southward down a pipeline corridor to a point at Huntingdon, BC, (red ...
Martin King - Published August 24, 2022