Sign up | Login with →

Posts by Geoffrey Styles Subscribe

ISIS Threatens Iraq's Oil Upside

Even if its threat to Iraq's oil exports can be contained, the newly asserted "Islamic State of Iraq and Syria" has altered the political risk of projects there.That could hamper future production that was expected to be a major factor in meeting...

Posted July 10, 2014    

EPA's CO2 Rule and the Back Door to Cap & Trade

Significant differences in EPA's proposed state CO2 targets for the power sector are reviving interest in cap & trade as a way to reduce compliance costs.This compounds the EPA plan's controversy and raises serious concerns about how the...

Posted July 1, 2014    

EPA's New CO2 Rules Create Opportunities for Natural Gas, for Now

EPA's proposed rule for reducing CO2 emissions from power plants could increase natural gas demand in the utility sector by as much as 50%, at the expense of coal.Cutting emissions by regulation rather than legislation entails legal and political...

Posted June 23, 2014    

Will Russia's Gas Deal with China Block Other Suppliers?

The recent natural gas deal between Russia and China involves volumes comparable to the gas production of the US Gulf of Mexico.Barring a major economic slowdown, meeting China's projected growth in gas demand will require this Russian...

Posted June 16, 2014    

IEA's Roadmap for Low-Carbon Electrification in a "Golden Age" of Gas

The IEA's latest Energy Technology Perspectives report provides a roadmap for the long transition to sustainable energy, as well as a report card on its progress.It also highlights the tension between the value of natural gas in decarbonizing...

Posted June 9, 2014    

US Strategic Gasoline Reserve: Solution or Band-Aid?

The new Northeast Gasoline Reserve addresses some of the shortcomings of the current, 39-year-old federal emergency crude oil reserve, or SPR.Whether or not the DOE considered other options, the upcoming Quadrennial Energy Review provides an...

Posted June 2, 2014    

An Expensive Subsidy, Twisting in the Wind

The expired federal Production Tax Credit for wind energy has missed another opportunity for renewal in the US Senate.If renewed at the proposed level and extended repeatedly, its annual cost could eventually exceed US tax breaks for oil and...

Posted May 20, 2014    

ExxonMobil Confronts the Carbon Bubble

Companies and investors are squaring off over the potential impact of government climate policies on asset values, particularly in the fossil fuel industry.ExxonMobil gave its shareholders data and assurances of asset resilience under various...

Posted April 28, 2014    

ABCs of LNG

Current debates over LNG export often ignore its primary benefits, such as enabling gas to be produced for sale to markets beyond the realistic reach of pipelines.It also allows gas to compete with petroleum liquids where energy density is...

Posted April 16, 2014    

Fuel Cell Cars and the Shale Revolution

Although fuel cell cars have perpetually seemed to be the technology of tomorrow, carmakers' persistence with them could still pay off, as a dividend from shale gas. Significant obstacles remain, including inadequate hydrogen infrastructure and...

Posted April 10, 2014    

Environmental Groups Gear Up to Stop US LNG Exports

The Sierra Club and other groups are taking on US LNG exports just when LNG is gainging support as a key response to Russia's aggressive behavior in Ukraine.The science behind their claims does not withstand scrutiny, and their timing couldn't be...

Posted April 8, 2014    

How Can US Natural Gas Reduce Europe's Dependence on Russia?

The EU's dependence on Russian natural gas is directly linked to its own gas production, which has fallen faster than EU member countries' demand for gas.While US LNG exports aren't an immediate remedy, due to permitting and construction...

Posted March 31, 2014