Data centres vs US LNG
📈 Power demand from data centres and GenAI could triple to 390TWh by 2030
🔥 Gas industry says this load can't be met w/out gas
OK...
But what happens to the economics of #USLNG exports when gas-hungry AI spikes the cost of feed gas?
🔗 in thread
The US push to lower carbon is cynical and insincere; the “LNG Pause” is the most self defeating idea for the low carbon transition in the US. US subsidies are misdirected and perverse. @EPRINC_DC
The US push to lower carbon is cynical and insincere; the “LNG Pause” is the most self defeating idea for the low carbon transition in the US. US subsidies are misdirected and perverse. @EPRINC_DC
FERC has problems with EPA rules regarding new carbon capture requirement for coal and gas.
Interesting battle between two government regulatory agencies over decarbonization planning.
EPA hasn't thought through the repercussions of their recent ruling when electricity demand…
FERC has problems with EPA rules regarding new carbon capture requirement for coal and gas.
Interesting battle between two government regulatory agencies over decarbonization planning.
EPA hasn't thought through the repercussions of their recent ruling when electricity demand…
Read this article to know how the governments are incentivizing carbon credits to be sold for more hydrocarbon production.
With the demand for oil and gas rising, the demand for carbon credits is going up too and there are many such strategies employed to generate and use the…
China seems to be the leader in increasing the LNG storage capacity. GTT has the best technology to offer in this domain. Important alliance in the LNG industry.
China seems to be the leader in increasing the LNG storage capacity. GTT has the best technology to offer in this domain. Important alliance in the LNG industry.
Europe is hastening China's energy security by forcing Russia to provide ample gas to China.
The net effect of this transition would be China taking over more petrochemical business from Europe.
Of course, in Europe such switch would be welcomed as they don't like oil & gas…
Europe is hastening China's energy security by forcing Russia to provide ample gas to China.
The net effect of this transition would be China taking over more petrochemical business from Europe.
Of course, in Europe such switch would be welcomed as they don't like oil & gas…
Such dialogues need to happen on LNG projects around the globe.
Glad to see that Canadian LNG proponents have taken leadership in this area where proper guidance will be provided in the spirit of transparency and practicality when it comes to LNG taxation. Only good will come…
Such dialogues need to happen on LNG projects around the globe.
Glad to see that Canadian LNG proponents have taken leadership in this area where proper guidance will be provided in the spirit of transparency and practicality when it comes to LNG taxation. Only good will come…
It looks like diesel to LNG switch has been reaching some meaningful volumes in China.
Chinese exports of distillates (component of crude oil needed to extract diesel) have increased by 0.3 mb/d.
cc @HeYiyong
It looks like diesel to LNG switch has been reaching some meaningful volumes in China.
Chinese exports of distillates (component of crude oil needed to extract diesel) have increased by 0.3 mb/d.
cc @HeYiyong
Is the decarbonization initiative at the expense of loss of biodiversity worth it?
The mitigation measure here is just to offer money for it. Not replace in kind, as it seems impossible to do.
Is the decarbonization initiative at the expense of loss of biodiversity worth it?
The mitigation measure here is just to offer money for it. Not replace in kind, as it seems impossible to do.
The argument in favor of the US LNG approval pause:
"We already have 48 bcf/d capacity approved for LNG exports. If someone wants to buy more LNG from the US, they can do so by working with those projects."
Here are 5 flaws of this argument:
1. All of the already approved LNG…
This pilot project, if successful will make a large volume of conversion possible from diesel to LNG for city buses.
Separately some buses are being converted to run on batteries. The challenge with these buses though is that electricity will still come mostly from the coal…
This pilot project, if successful will make a large volume of conversion possible from diesel to LNG for city buses.
Separately some buses are being converted to run on batteries. The challenge with these buses though is that electricity will still come mostly from the coal…
Building gas infrastructure is in full swing in Europe. The planners of gas infrastruture completely ignore the policy-based prediction while developing the infrastructure.
Europe is well-positioned to accept more amounts of LNG in the future.
Building gas infrastructure is in full swing in Europe. The planners of gas infrastruture completely ignore the policy-based prediction while developing the infrastructure.
Europe is well-positioned to accept more amounts of LNG in the future.
Asia burns 3000 MTPA equivalent of coal.
At some point, that number will go down to the three digits.
No country wants its people to inhale pollution caused by coal-fired power generation. As the countries get wealthier, they can afford to spend more money on buying cleaner…
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