The Energy Transition First Take Round-Up: February Edition
The month of February saw lots of announcements for green and blue hydrogen projects planned along the U.S. Gulf Coast.
If Permian Growth Stops, Brace for Skyrocketing Natural Gas Prices
Over the past year, BTU Analytics has been reminding its clients that the recovery in Henry Hub pricing from pandemic lows could...
Wind and Solar Curtailments on the Rise
Renewables curtailments continue to grow as the buildout of wind and solar capacity outstrips the buildout of transmission...
EU Product Ban May Pressure U.S. Distillate Inventories
On February 5th, the European Union (EU) imposed additional sanctions that target Russian refined product imports.
Is the Petra Nova CCS Restart Bullish for Coal Carbon Capture?
Last week, the owners of the Petra Nova carbon capture facility announced they would be putting the facility back in service...
New Energy Market Insight Series: The Energy Transition First Take Round-Up
Want more timely analysis on the Energy Transition that’s also easily digestible? Welcome to BTU Analytics’ newest energy market...
January Storage Injects Weakness into U.S. Gas Prices
Ready or not, here it comes. Sub-$3 Henry Hub gas prices are here, and the culprit isn’t hard to identify. January gas storage...
U.S. Hydrogen Projects Tilt Toward Export Markets, Adding Demand for Natural Gas
Little is known about how the large-scale development of low-carbon hydrogen would ultimately affect traditional energy...
ERCOT Battery Dynamics Set to Follow CAISO Trends
The ongoing buildout of Battery Energy Storage Systems (BESS) continues to make an impact on operations within the Electric...
E&P Costs Incompatible with Natural Gas Demand Growth
As a result of the bumpy recovery from the Covid-19 pandemic, inflation has become a key source of risk in the oil & gas industry.
Rockies production is often overlooked in the shadow of the Permian and Northeast, but the last few winters have the region...
DAC Promises Decarbonization, But Efficiency Remains in Question
With construction underway on Occidental’s (NYSE: OXY) 500 kt direct air capture (DAC) project in Ector County, Texas, which is...
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