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Analysts: Trump’s Policies Could Bring LNG ‘Golden Era’ or Glut

Rystad warns that too many new LNG facilities could spell a glut for export markets.

Analysts: Trump’s Policies Could Bring LNG ‘Golden Era’ or Glut

Rystad warns that too many new LNG facilities could spell a glut for export markets.

Despite Big Oil’s SAF Ramp Up, Concerns Linger as Trump 2.0 Nears

Concerns remain about the scaleup of sustainable aviation fuel under a Trump administration, even as some see progress continuing as the world demands cleaner fuels and Big Oil steps up.

Pitts: US Energy Pioneers, Capital Wanted for Vaca Muerta

Despite its vast potential, Argentina lacks the resources—both in capital and technical expertise—to fully tap the potential of the Vaca Muerta play.

Rystad: 12 MMbbl/d at Risk in Full-blown Middle East War

A full-blown war in the Middle East could end up with 12 MMbbl/d of oil at risk—leading to high prices and widespread global consequences, according to Rystad Energy.

Cove Point LNG Poised for Restart After Maintenance

Cove Point LNG is set to come back online soon, Rystad Energy said Oct. 10, as natural gas futures rose 1% on forecasts for higher demand and the return of the facility to operational status.

Election-proof? Shale Likely Unaffected by Presidential Outcome

Under a Trump or Harris administration, shale producer’s focus on shareholder returns and market forces will likely influence E&Ps more than politics, Rystad Energy analysts say.

Gas-fired Power Generation Sets New Records Over Summer: EIA

Hot temperatures and cheap prices continue to increase demand from utilities, spurring the record consumption of natural gas to generate electricity, according to the U.S. Energy Information Administration.

China’s Stimulus Could Reignite Fuel Demand Long-term

In China’s biggest stimulus package since the COVID-19 pandemic, the government is attempting to reverse the country’s recent deflationary trend and boost fuel demand.

Energy Transition in Motion (Week of Aug. 23, 2024)

Here is a look at some of this week’s renewable energy news, including a promising outlook for global offshore wind capacity.

YPF, Petronas Target FID for Argentine LNG Facility in Late 2025

Argentina’s long-envisioned LNG export facility is closer to becoming a reality as state-owned YPF SA and Malaysia’s Petronas will look to reach a final investment decision in the second half 2025 on development in Sierra Grande on the country’s Atlantic Coast.

Freeport LNG’s Slow Restart Stokes Concern Over Supply Risk

The 15-mtpa Freeport LNG facility remains under the spotlight of the global market as it slowly resumes operations after pausing ahead of Hurricane Beryl’s arrival along the U.S. Gulf Coast.

Southeast Asia NatGas Projects Could Unlock $100B Boom- Rystad

Southeast Asia's offshore gas industry is set for a $100 billion boom by 2028, driven by a flurry of final investment decisions by oil and gas majors and national oil companies, according to Rystad Energy.

OPEC+ Brings Oil Overproduction Under Heel—Rystad

After years of noncompliance and underreporting of actual crude production, many OPEC+ members are voluntarily reducing output beyond set goals, according to analysis by Rystad Energy.

US LNG to Asia Has Lower Emissions Profile than Coal, Rystad Says

LNG emissions are up to 50% lower on average than for coal-fired power generation, even when the fuel is shipped over long distances, according to new research from Rystad Energy.

IndustryVoice

IndustryVoice: Will a Biden presidency mean an energy reset?

Rystad Energy dives into what Biden’s election win means for short and long-term forecasts, fracking, and renewable energy for the United States.