May 7, 2021
Dear President AMLO: Mexico Needs US Natural Gas
Despite April being a maintenance and lower demand month, U.S. natural gas exports to Mexico have been rising to record levels (Figure 1). Piped supply to our southern ally...
Apr 26, 2021
Electrification: The Challenge of a Lifetime
As the American Jobs Plan, President Biden’s $2.25 trillion infrastructure package proposes a $174 billion investment ‘’to win the EV [electric vehicle]...
Apr 14, 2021
The US May Be Getting Smaller, But Our Natural Gas Exports Are Getting Bigger
“We could go to zero tomorrow and the problem isn’t solved,” John Kerry, President Biden’s Climate Czar, January 2021 One of the biggest liabilities with U.S....
Mar 19, 2021
America's Most Underrated Energy Reality: Low and Lower Cost Natural Gas
There may be no bigger ignored energy reality than that of low-cost natural gas. In 2020, for instance, Henry Hub national prices averaged just $2.05 per MMBtu, their lowest in...
Mar 16, 2021
Top 3 Energy Stories for 2021: Texas, Cali, Oil
Let me start with the elephant in the room: the recent Texas energy crisis. To be sure, ALL energy sources had their problems. With natural gas accounting for 45-50% of the...
Mar 4, 2021
California’s Energy Policies Hurt Minority Citizens the Most
In 2020, some 9 million Californians were unable to pay their energy bills. The California Public Utilities Commission (CPUC) reports that customers of the major...
Feb 17, 2021
Is the Anti-Oil Movement Installing the Next Recession?
Attention my fellow Americans and all energy consumers of the world. From politicians to environmental groups to even some on Wall Street demanding ESG at all costs, it seems...
Feb 16, 2021
Why Does CCS Matter?
Carbon capture and storage (CCS) technologies have seen a slow evolution over the years, but they continue to be viewed as essential to mitigating climate change. According to the...
Feb 10, 2021
Despite Covid-19, US Oil and Natural Gas Exports Hitting Record Levels
After the canceling of the Keystone XL oil pipeline the previous week, a new Executive Order dominated the oil and gas headlines the last week of January. President Biden has halted...
Feb 9, 2021
Why Mexico Needs to Honor Its Energy Reforms
It has been a difficult era for Mexico since crude oil production peaked in 2004 with the collapse of giant field Cantarell. As the chart below from BP shows, output since then...
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