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Oil

Just Who Are These Investors in Shales?

March 31, 2015 by Deborah Lawrence

Issuing additional shares of stock is a very expensive, and less than ideal, way for a company to get money. And yet, shale companies are issuing new shares at the fastest rate in more than a decade. The first three months of 2015 have seen about $8B in new issuance. But the market appears aberrant.[read more]

In Praise of Cleaner-Burning Gasoline

March 31, 2015 by Severin Borenstein

Gasoline and Environmental Risk

California has seen a price spike over the last month that at one point drove pump prices to a dollar above the rest of the country. We’re used to paying a bit more for gas here — due to higher taxes and the cleaner-burning fuel used only in California — but the difference is usually around 30-40 cents.[read more]

Crude Oil Inventories Should Peak Soon

March 30, 2015 by Robert Rapier
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Oil Inventory Peaking?

If the crude oil export ban is repealed all bets are off. A flood of crude oil would be sent for export while we continued to import heavier oils from places like Canada and Venezuela. Crude oil inventories in that case would probably come down rapidly, and crude oil prices would move into a higher trading range.[read more]

Geopolitics and Oil Prices: Between A Rock and a Hard Place

March 30, 2015 by Amy Myers Jaffe

Oil Prices and International Politics

Oil traders currently appear to be hedging themselves against the possibility of a deal between Western countries and Iran on the nuclear question, but doing so misses the increasingly complex forces at play today in oil geopolitics and international relations.[read more]

EU Energy Briefing: All You Need to Know for March and April [VIDEO]

March 30, 2015 by Kasper Peters

EU Energy News and Notes

In this, the latest Brussels Briefing on Energy for viEUws - the European Union Policy Broadcaster, leading journalist Hughes Belin provides an overview and analysis of the latest European Union energy policy developments and news stories.[read more]

Energy 24/7: The Shale Revolution - A Bust for Investors [PODCAST]

March 27, 2015 by Deborah Lawrence
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We have all heard of the “shale revolution." It has been touted as the energy panacea of our time. Given the extreme hype, one would expect that such enthusiasm would translate into above average share performance for shale operators. This has not been the case.[read more]

The Shale Debt Redux

March 26, 2015 by Deborah Lawrence

Shale debt, falling prices and slack demand has tight oil producers in trouble. And yet, there is still burgeoning production. Why? Well, we’ve seen this before. It’s the shale debt redux. Operators did it a few years ago in natural gas and prices have yet to recover.[read more]

U.S. Commercial Crude Oil Inventories Now Provide the Most Days of Supply Since 1985

March 25, 2015 by U.S. EIA: Today in Energy

Crude Oil Inventories

With lower U.S. refinery runs and increases in domestic crude oil production, U.S. commercial crude oil inventories at the end of February provided the most days of supply since the mid-1980s. Inventories were sufficient to supply 29 days of U.S. refinery demand, based on expected refinery runs in March.[read more]

When Reasonable Policy Discussions Become Unreasonable Personal Attacks

March 25, 2015 by Robert Stavins
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Coral Davenport wrote a story in the New York Times about the political debates in Washington regarding the proposed Keystone pipeline: “… most energy and policy experts say the battle over Keystone overshadows the importance of the project as an environmental threat or an engine of the economy."[read more]

Ozone Pollution in the West: The Good, the Bad, and the Ugly

March 24, 2015 by EDF Energy Exchange

Ozone in Western States

Long familiar in major urban areas, smog – what we experts call “ground-level ozone” pollution – is quickly becoming a serious problem in the rural mountain west, thanks to rapid expansion in oil and gas development.[read more]

Look Out for "Market Ingenuity" from Stressed LNG Project Developers

March 24, 2015 by Rod Adams

LNG and Market Competition

With the hundreds of billions of dollars at stake around the world in LNG infrastructure projects, nuclear professionals need to pay close attention to the fact that “market ingenuity” for LNG producers can include efforts to force nuclear plants to shut down.[read more]

New U.S. Fracking Rules Earn Disdain from Both Sides, and a Lawsuit

March 24, 2015 by Christina Nunez

Government Fracking Rules and Reaction

No sooner had the Interior Department released new regulations pertaining to hydraulic fracturing for oil and gas on about 756 million acres of federal and Indian land than industry groups announced a lawsuit to halt what they called “a reaction to unsubstantiated concerns.”[read more]

New Interior Fracking Rules Might Help Ease Ban Momentum

March 23, 2015 by Amy Myers Jaffe

Industry would do well to embrace the new US Department of Interior Bureau of Land Management (BLM) rules for hydraulic fracturing on public lands. Stronger regulation and compliance in the sector is the industry’s best avenue to roll back an increasing trend for localities to seek outright bans.[read more]

Energy Quote of the Day: On Obama's Changing Keystone Oil Pipeline Stance

March 21, 2015 by Edward Dodge
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Pipeline Policy and Rhetoric

President Obama has used increasingly negative rhetoric in recent months when discussing the Keystone XL pipeline. The President’s remarks have left most observers with the impression that he will reject the controversial pipeline’s permit and cancel the project once and for all.[read more]

The Challenge of Unlocking Solar Capacity in the Pacific Islands

March 21, 2015 by Katherine Tweed

Pacific Island and Solar

It’s no secret that most islands pay a high price for electricity. From Bermuda to Fiji, the cost of electricity would shock even Europeans. But for most island economies, it’s not as simple as just swapping imported fossil fuels for renewable generation, even if the high-level economics seem promising.[read more]