There’s been a lot of media attention lately on the current global shortage of natural gas and steep price increases that have come with it. The runup in U.S. and European natural gas prices is, of course, driven by supply and demand – simply put, there’s too much demand, and not enough supply. Exhibit 1[…]Read More
Our blog posts tend to cover timely news items and have been cited and used as sources for others. We wanted to highlight some of our recent mentions for our blog reader who are not on LinkedIn and also speak to our “behind the scenes” engagement focused on challenges facing today’s energy systems. Over the[…]Read More
Carbon capture, use, and storage/sequestration (CCUS) is the catch-all term for a variety of methods and technologies that remove CO2 from the flue gas (exhaust) of power plants & other industrial processes or directly from the atmosphere (called direct air capture, or DAC). The captured CO2 is then deposited into products like cement, that can[…]Read More
Key Takeaways: Biden budget proposal would raise tax credits for carbon capture and sequestration (CCUS). Bipartisan efforts on an infrastructure and clean energy bill are gaining momentum with a tailwind of job preservation and creation. We think incentives for incumbent energy companies to capture and store greenhouse gas emissions are key to passing a bipartisan[…]Read More
California has been wrestling with a plan to shore up generating capacity in the wake of the August 2020 rolling blackouts, while sticking to its ambitious zero-carbon climate goals. Read our post about the California Blackouts. Key Takeaways: Clean energy must also be reliable and low cost. Natural gas provides both. California’s 10-year plan includes[…]Read More
Key Takeaways: Any large-scale failure of the energy system in the U.S. will result in public policy changes that incentivize more capital spending and that is good for the regulated gas and electric monopolies that grow earnings by growing their “rate base”, the investment base upon which they earn their allowed rates of return. This[…]Read More
Key Takeaways: California’s electric grid operator was forced to implement rotating blackouts in August 2020 when a heat wave across the Western US caused demand to exceed supply which can permanently damage generating equipment. California’s aggressive purge of older natural gas power plants (11% of supply) left it reliant on imported electricity from neighboring states—which[…]Read More
By selecting essential cookies, our site will allow basic cookies in order to functionally operate the website during your visit. They may not be disabled and your experience may be limited.CLOSE
|This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
|The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
|This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
|This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
|This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".