Hydrogen has the potential to significantly transform the global energy landscape. “Turquoise” hydrogen presents an interesting opportunity as it introduces a carbon-to-value proposition that improves the commercial viability of the technology. Continue Reading
As cyber-sleuths work to unwind the nefarious hack on the Colonial Pipeline, one of America’s most critical pieces of energy infrastructure, the country is getting yet another lesson in the crucial role of energy storage. Continue Reading
The natural gas industry faces increasing pressure to do more to help achieve climate change objectives and ESG goals. A new product—Green LNG—could help ensure that natural gas keeps its role in the energy transition, if the LNG industry can convert Green LNG into a uniform, tradable commodity. Continue Reading
Iron and steel production are necessary for modern infrastructure, and the sector is both energy intensive and difficult to decarbonize. New processes are evolving that could change this, and potentially provide both environmental and economic benefits across nations. Continue Reading
The negative pricing signal we saw on the NYMEX is an indication of a financial long position that was too large to be physically accommodated. It also indicates an emergent (albeit temporary) reality that speculative long positions in crude oil futures will be punished as storage disappears. Continue Reading
In the energy domain, the Phase 1 Trade Agreement faces serious challenges magnified by the Covid-19 pandemic. But a fairly minor change in interpretation could still make it a success. It would require counting long-term purchases toward the import commitments. The results could be transformational. Continue Reading
Part of Covid-19 recovery will entail a new round of negotiations on legislation to support infrastructure improvements and expansion. Specific initiatives could play directly to wider support for the reform of the century-old policy known as Jones Act. Continue Reading