- by Chris Dyer
- October 26 2021
- China
- coal
- electricity generation
- Energy & Resources
- Trade
Lights Out! Opportunity Shines in China’s Coal Crisis
Despite a global push for reduced carbon emissions, energy crises facing countries like China and India are driving demand for coal. Can US producers facing a dying domestic market seize the opportunity?
- by Owen Stuart
- February 12 2020
- electricity generation
- Energy & Resources
- liquid natural gas (LNG)
- natural gas
- oil
US Electric Sector Shifts Toward Natural Gas & Renewables
Natural gas and renewables are expected to outcompete coal, petroleum, and nuclear power for the foreseeable future.
- by Owen Stuart
- February 4 2020
- Energy & Resources
IMO Regulations Creating Opportunities in the Shipping Sector
Residual fuel’s losses will be all gains for LNG, scrubbers, and diesel oil.
- by Owen Stuart
- November 7 2019
- Energy & Resources
- liquid natural gas (LNG)
- Trade
Why LNG Exports Are Expanding Rapidly
The natural gas boom associated with expanding tight oil (oil from shale) production has left the US with more natural gas than it can use. This has suppressed prices and made US natural gas highly competitive on the global market. While pipeline exports to Canada and Mexico have increased rapidly, they are still quite small, leaving US suppliers wishing for additional accessible markets. The solution? Liquefied natural gas (LNG) exports.
- by Chris Dyer
- October 15 2018
- coal
- Energy & Resources
The Smoldering Remains of American Coal
Coal production in the US continues to fall year-over-year, despite the best efforts of the current administration to end the “war on coal” and efforts by industry insiders to maintain market share. Even with relaxed environmental standards, demand for coal is falling precipitously. If environmental regulations are not responsible for killing coal, what is?
- by Owen Stuart
- August 13 2018
- Energy & Resources
Lower Standards for Gas May Get a Pass
In August 2018, the Environmental Protection Agency (EPA) and the National Highway Traffic Safety Administration (NHTSA) announced a plan to freeze the Corporate Average Fuel Economy (CAFE) standards. While freezing the standards would likely stall the climb in fuel efficiency among the US motor vehicle park, ultimately increasing demand for motor vehicle fuel, the sharp legal resistance to the proposed changes will tie up the rulemaking for several years, ensuring that such rules are unlikely to take effect until the legal challenges are resolved. As a result, automakers will conform to previously established 2020 targets that make automobiles more fuel efficient, likely reducing demand for motor vehicle fuel for the next 2-4 years.
- by Owen Stuart
- August 13 2018
- Energy & Resources
Feeling Pain at the Pump? Blame Global Politics
Gas prices across the US have risen, and consumers are feeling the pain. Prices averaged $2.93 per gallon in the US during the month of July, and relief is definitely not in sight. Unfortunately, a confluence of geopolitical events and consumer habits have made petrol pumping prices pretty pear-shaped.
- by Chris Dyer
- May 7 2018
- Energy & Resources
- food
- Materials & Chemicals
- oil
- pet food
Squeezing More Value Out of Soybean Products
Demand for soybean products is projected to reach 45.9 million tons in 2022. Amid a sea of regulations impacting the use of soybean products in applications ranging from food to fuel, suppliers have begun to develop crops with specific traits in order to produce soybeans and soybean products with more desirable attributes suitable for specific roles.
- by Luke Hickman
- December 12 2017
- Energy & Resources
- natural gas
Three Segments to Watch in the US Energy Industry
US energy production is forecast to total 98.0 quadrillion British thermal units (But) in 2021, representing 3.1% annual gains from 84.0 quadrillion Btu in 2016. Three segments will drive the majority of these gains.
- by Cara Brosius
- June 14 2017
- Energy & Resources
- oil
US Consumers Less Gassy
US demand for refined petroleum products is forecast to total 6.2 billion barrels in 2021. The increasing fuel efficiency of US motor vehicles in use and demographic trends will reduce consumption volumes of gasoline, the largest demand segment.