Industry Insights & Opinions

Source: Reuters

Texas regulator calls on Biden administration to restart LNG exports to support Ukraine

World Oil


(WO) – Following recent reports that the Biden Administration’s federal moratorium on new liquified natural gas (LNG) export plants is prohibiting Ukraine from purchasing American LNG, Railroad Commissioner Wayne Christian slammed the administration’s policy and called on the …

The road ahead: Renewable diesel & SAF

The road ahead: Renewable diesel & SAF

Oil and Gas 360


Overproduction, collapsing BO-HO spreads, and saturated D4 RIN markets complicate the near-term outlook, though new policy-driven incentives are set to take effect in 2025

The Road Ahead: Renewable Diesel and SAF

A wave of federal incentives …

U.S. turns power exporter?

U.S. turns power exporter?

Oil and Gas 360


A first in decades for lower-48 electricity trade with the U.S.’ northern partner.

Mobius Intel Brief:

  • The Canadian power grid’s significant exposure to hydropower output means it’s particularly vulnerable to variable weather patterns. This Spring’s low
Mobius Intel Brief: ERCOT breaks $5,000/MWh

Mobius Intel Brief: ERCOT breaks $5,000/MWh

Oil and Gas 360


Mobius Intel Brief

Texas power prices jumped from a high of less than $60/MWh on Tuesday (05/07) to over $5,000/MWh at peak net load on Wednesday (05/08) as record-warm May temperatures and high levels of generation …

Risks From China’s Demographic Crisis- Why China’s long-term economic outlook is complicated by an aging population and shrinking labor force

Risks From China’s Demographic Crisis- Why China’s long-term economic outlook is complicated by an aging population and shrinking labor force

Oil and Gas 360


Energy Shots (Mobius Risk Group): Why China’s long-term economic outlook is complicated by an aging population and shrinking labor force.

Summary:

Long-Term Growth Handicapped by Aging Population: China’s hopes to become a high-income developed …

The new era of power demand growth: How AI-driven power demand fits into a changing generation mix

The new era of power demand growth: How AI-driven power demand fits into a changing generation mix

Oil and Gas 360


Energy Shots By  Mobius Risk Group

Summary:

  • The New Era of Power Demand Growth: Two decades of sub-1% annual growth in electricity consumption is nearing its end as AI-fueled power demand sets a new course for
Europe’s new oil ally

Europe’s new oil ally

Oil and Gas 360


ExxonMobil announced yet another discovery in its coveted Stabroek block in Guyana. The Bluefin well encountered 197 feet of hydrocarbon-bearing sandstone in 4,244 feet of water, adding to Exxon’s growing list of over 30 oil discoveries …

Trouble for U.S. diesel and gasoline exports

Trouble for U.S. diesel and gasoline exports

Oil and Gas 360


After years of delays and running $7 billion over budget, Pemex’s CEO says the company’s new Dos Bocas (Olmeca) 340,000 bpd refinery will reach maximum production by the end of March.

The new refinery will produce …

Source: World Oil

API: Biden’s tailpipe emissions ban “out of step” with American people

World Oil


(WO) — The American Petroleum Institute (API) issued a statement from President and CEO Mike Sommers in response to reports that the Biden administration is considering changing the implementation timeline for its proposed tailpipe emissions standards:

“Reports that …

Ethanol’s Last Stand: U.S. ethanol producers are on the cusp of calamity, but hopes are growing for policy-driven longevity

Ethanol’s Last Stand: U.S. ethanol producers are on the cusp of calamity, but hopes are growing for policy-driven longevity

Oil and Gas 360


Ethanol’s Last Stand

U.S. ethanol producers are on the cusp of calamity, but hopes are growing for policy-driven longevity.

Summary:

  • Ethanol Producers’ Last Stand: Declining gasoline demand forecasts present a catastrophic risk to an industry born
Namibia’s oil and gas sector spurs global investment rush and opportunities for Namibian service provider – Skeltek/Rheopectic EnerCom Exclusive Interview

Namibia’s oil and gas sector spurs global investment rush and opportunities for Namibian service provider – Skeltek/Rheopectic EnerCom Exclusive Interview

Publisher's Note: Dan Genovese with EnerCom spoke with Anthony Diab and Chris Williams – Co-Founders and Directors with Skeltek/ Rheopectic to discuss Namibia’s oil boom that has attracted international oil giants, including TotalEnergies, GALP, Shell, QatarEnergy, Chevron and ExxonMobil in

Source: Oil Price

OPEC Secretary General sees oil prices staying high

Oil Price


Rising global demand for energy and oil is set to keep crude oil prices elevated, OPEC’s Secretary General Haitham Al Ghais told the BBC in an interview published on Tuesday. Oil demand is expected to rise by around …

Source: Reuters

Oil headed for $150 without US support for more drilling, shale CEO says

Yahoo Finance


(Bloomberg) — Oil is headed as high as $150 a barrel unless the US government does more to encourage exploration, according to Continental Resources Inc., the shale driller controlled by billionaire Harold Hamm.

Crude output in the Permian …

Source: World Oil

U.S. oil production held back by inconsistent energy policy, Chevron CEO says

World Oil


(Bloomberg) – U.S. oil production is being held back by inconsistent energy policy, Chevron Chief Executive Officer Mike Wirth said. “I hear people say, ‘We’re back up to record levels of production,’” Wirth said during the American Energy …

Open Letter from Tom Claugus, President of GMT Capital Corp., for why he Opposes Proposed Acquisition of Pipestone Energy Corp. (TSX: PIPE) by Strathcona Resources Ltd.

Open Letter from Tom Claugus, President of GMT Capital Corp., for why he Opposes Proposed Acquisition of Pipestone Energy Corp. (TSX: PIPE) by Strathcona Resources Ltd.

Oil and Gas 360


GMT Capital Corp.

ATLANTA, Sept. 21, 2023 (GLOBE NEWSWIRE) — After discussions with shareholders and potential suitors for Pipestone I am providing you with my final update before the shareholder vote on the Strathcona Pipestone merger. …

Exclusive: Triple R Energy Partners at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Triple R Energy Partners at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 

 

Triple R Energy Partners provides capital and expertise to Reduce Refrac Risk™ and turn stranded assets

Exclusive: Project Geminae at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Project Geminae at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time.

 

Project Geminae is a cutting-edge, U.S-based upstream oil and gas portfolio optimization company with a mission to

Exclusive: Rheopectic/Skeltek at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Rheopectic/Skeltek at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 


Rheopectic–through its subsidiary Skeltek Industrial Works (PTY) Ltd.—is a Namibian-registered company, is the premier supplier of services engaged

Exclusive: Shale Ingenuity at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Shale Ingenuity at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 


 

Shale Ingenuity LLC has invented and developed novel, highly effective processes for the enhanced hydraulic fracture stimulation

Exclusive: RW Energy at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: RW Energy at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 

RW Energy is a blue hydrogen logistics company that supports companies to better utilize their natural gas and

Exclusive: TerraStor at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: TerraStor at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 

 

TerraStor enables electrical grids to achieve 100% renewable penetration by developing grid-scale, long-duration energy storage systems. 

 
Exclusive: LiTHOS at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: LiTHOS at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference®  and Energy Transition and Emerging Technology Series replays free for a limited time. 

 

LiTHOS aims to be the leader in the application of Direct Lithium Extraction(DLE) technology for economic, environmentally

Exclusive: Service Industry Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Service Industry Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Panel Moderator: Larry Busnardo, Director, EnerCom, Inc. is an internationally recognized management consulting firm advising companies on strategic communications, investor relations, corporate strategy, media

Exclusive: Mergers, Acquisitions and Dispositions Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Mergers, Acquisitions and Dispositions Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Panel Moderator: Austin Elam, Haynes Boone conference sponsor.

 

Haynes Boone is an energy focused corporate law firm that provides a full spectrum of

Exclusive: Carbon Capture, Utilization, and Storage (CCUS) Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Carbon Capture, Utilization, and Storage (CCUS) Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Panel Moderator: Rick Talley, CEO, Netherland, Sewell & Associates, Inc. (NSAI)

 

Netherland, Sewell & Associates, Inc. (NSAI) was founded in 1961 to provide

Exclusive: Private Company Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Private Company Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Panel Moderator: Clark Sackschewsky, BDO conference sponsor.

 

BDO delivers assurance, tax, and financial advisory services to clients throughout the country and around the

Exclusive: Roger Read from Wells Fargo Securities at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Roger Read from Wells Fargo Securities at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Wells Fargo Securities, LLC provides investment banking services. The Company offers merchant banking, purchase sale, and brokerage of securities, and advisory services. Wells Fargo

Exclusive: SEC and ESG Disclosure and Compliance Trends Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: SEC and ESG Disclosure and Compliance Trends Panel at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Panel Moderator: Kurt Gottschall, partner at  conference sponsor Haynes Boone.

 

Haynes Boone is an energy focused corporate law firm that provides a

Exclusive: Tom Petrie at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Tom Petrie at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Petrie Partners, LLC is a boutique investment banking firm offering financial advisory services to the oil and gas industry.

 

We provide specialized advice

Exclusive: Trinity RSS at the 2023 EnerCom Denver-The Energy Investment Conference

Exclusive: Trinity RSS at the 2023 EnerCom Denver-The Energy Investment Conference

Publisher's Note: View EnerCom Denver-The Energy Investment Conference® replays free for a limited time.

 

Trinity Refining & Safety Systems is a second-generation patented lubricants and fluids filtering and conditioning business.

 

The unique line of products dramatically extends