Posts Categorized: Articles

This has been a rough year, but there’s some great news in the fight against COVID. At least two vaccines (one from Moderna and the other from a Pfizer/BioNTech tie-up) appear highly effective based on preliminary results. Just as important, the two vaccines could be available for tens of millions… Read more »

Electric Vehicles, or EVs, are an increasingly important variable for world, national, and regional oil demand. EVs, unlike internal combustion engine vehicles, are powered by a battery, with fuel sourced from the electricity grid. EV adoption could therefore reduce crude oil demand. In this article, we’ll discuss the current status… Read more »

Platts is reporting that Engie has halted talks with NextDecade over a supply agreement with its Rio Grande LNG. In a written statement to Platts, Engie said “[We have] decided not to proceed with commercial discussions with NextDecade on this gas supply project. We will not be making any further… Read more »

It’s only a matter of time before U.S. coal consumption plummets. In this article, we’ll discuss how coal’s struggles will provide significant opportunities for natural gas and renewables.  Upstream woes continue

It’s been a difficult year for U.S. LNG exporters: we’ve repeatedly said this past summer was the Summer from Hell. Will conditions improve next year, or will we see a repeat of this summer, with dozens upon dozens of cargo cancellations? To look to next summer, let’s consider the 2020/2021… Read more »

Scientists have repeatedly warned that colder temperatures in fall and winter could lead to a surge in COVID cases. Initial evidence supports that theory: cases are rising in the United States (especially in many northern states), Canada, and Russia. If COVID cases surge in the winter as predicted, domestic and… Read more »