Donald Trump returning to office in 2025 caused much of the climate policy world to brace for major disruption. Federal decarbonization, offshore wind leasing, and electric vehicle mandates all appeared to become vulnerable. Yet one climate technology has continued to advance with comparatively less turbulence: Carbon Capture, Utilization and Storage… Read more »
Posts Categorized: Blogs
Pipes, Not Molecules: Why the U.S. Natural Gas Supercycle Is a Midstream Story
The U.S. natural gas market appears to be entering a structural Supercycle akin to the late-1990s IPP boom—only this time, the scale is unprecedented. This natural gas Supercycle is being shaped by durable, long-term demand growth and the growing integration and globalization of U.S. gas markets. The defining feature of… Read more »
U.S. LNG’s High-Nitrogen Challenge: How Permian Gas Composition Threatens LNG Growth
Permian’s Nitrogen Problem The Permian Basin, specifically its Midland sub-basin, has long been celebrated as the epicenter of U.S. oil and gas growth. Yet, beneath this success lies a growing quality issue that could quietly erode the competitiveness of American LNG exports: excessive nitrogen content in raw gas. Natural gas… Read more »
U.S. Ethane Export Surge and the Pinch on Downstream Economics
The U.S. maintains its dominant role as the global ethane exporter of choice, a position cemented by unparalleled domestic supply and a massive, expanding export infrastructure. However, as we move into late 2025 and 2026, the discussion is shifting from the mere volume of exports to the volatility and sustained… Read more »
Geopolitics and Gas: How U.S.–Russia Diplomacy Could Reshape LNG Trade
In recent weeks, diplomatic engagement between the United States and Russia has resumed at a cautious pace, with leaders exploring limited areas of cooperation even as tensions over Ukraine, sanctions, and broader security issues remain unresolved. Energy has inevitably entered the conversation, given Russia’s historical role as a dominant supplier… Read more »
Bottlenecks & Big Bets: The Future of Permian Crude Takeaway
When it comes to pipeline take-away constraints out of the Permian, the spotlight has largely been on natural gas and NGLs. However, Permian crude oil takeaway pipeline situation is not far behind and remains dynamic given the possibility of multiple large offshore crude oil terminals in the U.S. Gulf Coast… Read more »