Ira Joseph @ira_joseph
Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global New York, NY Joined November 2012-
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@ira_joseph Japan will use this ammonia to extend the life of its coal plants by replacing a portion of coal with this ammonia. The hydrogen proponents are worried that such a move would extend the life of the coal plants rather than completely replacing them with cleaner substitutes.
Haber-Bosch and hydrogen fans, this one’s for you. Why buy the #LNG when you can use inexpensive US gas and ship the ammonia instead? One of the world’s largest LNG buyers takes a small step towards moving away from LNG. Saudis nodding with approval. #ONGT
“Our challenge in America is getting Republicans to understand science and Democrats to understand math.” Hear @SenLandrieu at @ColumbiaUEnergy #GlobalEnergySummit examine why climate change is a scientific and economic problem the U.S. government must tackle from both angles.
Since US production peaked on Feb. 10 year, Henry Hub prices have managed to fall by $0.30/MMBtu. While they have briefly popped to close to $2/MMBtu, the 6 Bcf/d decrease has done nothing to support prices. Power burn is up this year; so is flaring, a lethal combo. #ONGT
Let's look together. The demand exists if the price is right. One side bar. If @VentureGlobal's liquefaction technology is licensed to 3rd parties & it does indeed lower capital costs considerably, then the coal-to-gas switch becomes more realistic. Need to see cost cuts in LNG.
Let's look together. The demand exists if the price is right. One side bar. If @VentureGlobal's liquefaction technology is licensed to 3rd parties & it does indeed lower capital costs considerably, then the coal-to-gas switch becomes more realistic. Need to see cost cuts in LNG.
@ira_joseph Yes global prices and transport go hand in hand.
The world's largest #LNG portfolio holders looking to double down with additional equity plays. The more integrated their operations, the more flexible they become in their ability to market LNG. My advice; watch what they do on the demand side, beyond the regas terminal. #ONGT
No idea. What I do believe is global prices will always gravitate towards transport differentials and relative netbacks among the three major markets. Whether these spreads cover EQT's tolling agreement remains to be seen. Sunk cost accounting also must be factored in. #ONGT
No idea. What I do believe is global prices will always gravitate towards transport differentials and relative netbacks among the three major markets. Whether these spreads cover EQT's tolling agreement remains to be seen. Sunk cost accounting also must be factored in. #ONGT
CATL's SECRET to “Zero” Degradation Batteries: Unveiling the Potential of LFO Cathode Additives CATL and Yutong's collaboration has yielded LFP batteries boasting a lifespan of up to 15 years, with "zero" degradation for the first 1000 cycles. Similarly, CATL's new 6.25 MWh ESS…
Well it could break either way. If TTF/JKM become low enough relative to Henry Hub, cargo cancellations would mean US gas prices would need to drop to a level that would induce LNG exports once again. In this case, the influence of TTF/JKM could make US prices lower. #ONGT
Well it could break either way. If TTF/JKM become low enough relative to Henry Hub, cargo cancellations would mean US gas prices would need to drop to a level that would induce LNG exports once again. In this case, the influence of TTF/JKM could make US prices lower. #ONGT
DOE expects #LNG permit pause to end by March 2025, official says subscriber.politicopro.com/article/2024/0…
Senior Advisor to the President for International Climate Policy @johnpodesta announced the creation of a @WhiteHouse task force aimed at implementing policies that integrate climate considerations into trade agreements and practices. Read his remarks ⬇️ whitehouse.gov/briefing-room/…
The speech by @johnpodesta, given last week at our #GlobalEnergySummit, "was really groundbreaking," says @FT columnist @RanaForoohar. "He tallied up the carbon cost of the free trade system itself, which makes it the second-biggest polluter after China." ft.com/content/191a29…
EQT is definitely buying into global gas exposure with this expanded HOA to 2 MTPA. A sign EQT sees better returns ahead on exports versus domestic sales. It's essentially a bet that global prices will be consistently high enough vs HH to absorb a $1.75-$2.50ish fixed cost. #ONGT
EQT is definitely buying into global gas exposure with this expanded HOA to 2 MTPA. A sign EQT sees better returns ahead on exports versus domestic sales. It's essentially a bet that global prices will be consistently high enough vs HH to absorb a $1.75-$2.50ish fixed cost. #ONGT
I think this sums up where energy transition is for now. From Saudi Aramco CEO Amin Nasser at the World Energy Congress: "Yes, we continue to have an oil and gas [business] because it generates a cash flow, and you know if I want to invest more in my second pillar, my low-carbon…
Another big free #natgas and #LNG report featuring @ICISOfficial data, from @GECF_News!
Another big free #natgas and #LNG report featuring @ICISOfficial data, from @GECF_News!
@ira_joseph We covered one of their recent SPA announcements from a pricing point of view. spglobal.com/commodityinsig…
@SergioChapa @ira_joseph @FrankMattes6 @HeYiyong @boshomo Great share. Thanks! The model looks pretty good. They will liquefy otherwise flared, stranded gas and biogas into LNG. Pretty versatile. Also, the main objective seems to be displacing local diesel demand.
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1K Followers 773 Following Asia media spokesperson @Shell. Ex-Reuters senior correspondent. Views are my own and do not reflect Shell’s.@ira_joseph Here is the reference article on this topic. x.com/AllthingsLNG/s…
This hydrogen-focused website criticizes Japan's use of blending ammonia into coal-fired power generation. It says, all it will do is to extend the life of coal-fired power plants and when ammonia is not available, those plants will continue to burn coal for power generation.…
@ira_joseph x.com/thepadre13/sta…
@notjaso79646447 @Albertagarbage Methane is 25% H2 Ammonia is 17.6% H2 #NeverForget
@ira_joseph Japan will use this ammonia to extend the life of its coal plants by replacing a portion of coal with this ammonia. The hydrogen proponents are worried that such a move would extend the life of the coal plants rather than completely replacing them with cleaner substitutes.
US House panel leaders press DOE for internal documents on #LNG pause 💬 More in comments #naturalgas
. @CFIndustries and JERA Join Forces on Greenfield Low-Carbon Ammonia Production Capacity businesswire.com/news/home/2024…
“Our challenge in America is getting Republicans to understand science and Democrats to understand math.” Hear @SenLandrieu at @ColumbiaUEnergy #GlobalEnergySummit examine why climate change is a scientific and economic problem the U.S. government must tackle from both angles.
.@ProfessorKaren stressed the need to shift focus from China-Middle East relations to engaging emerging markets, advocating for support of growth outside advanced economies and promoting initiatives like manufacturing in other regions. Read her remarks: uscc.gov/sites/default/…
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@ira_joseph @VentureGlobal Exciting forecast Mr. Joseph 🔥💪 A $6 - 8 spread it's the "heaven" for US sellers. Right now given the low price of natgas, it's possible a $8 - 10 / MM Btu for LNG, but it's a bit expensive for buyers. For cheaper LNG, it'd be necessary more production in US and less margin 🤔
Natural gas may soon be the #1 source of primary energy in the United States.
Geopolitics looms large over the global economy. 🎧 This week's episode of #ColumbiaEnergyExchange features a #GlobalEnergySummit fireside chat between @JasonBordoff and Tom Donilon, Chairman of @BlackRock Investment Institute & Former US National Security Advisor. Listen ⬇️
@ira_joseph LNG buys increasing in India and China, but with the prices as they are....
@ira_joseph I’m wondering out loud when IEA and IEA estimates will more accurately assess future demand of items such as AI, Crypto mining, and EV adoption. EV adoption appears slower than anticipated however AI and crypto appear to be opposite. forbes.com/sites/bobhaber…
@AllthingsLNG My God, more than 200 MTPA 👀 🔥🔥 Mr. @ira_joseph , can you find a bit of demand for it? 😋
@ira_joseph Yes global prices and transport go hand in hand.
@ira_joseph Hey - I really enjoy your content, keep it up!
Shell and TotalEnergies are among several global energy companies in talks to buy stakes in ADNOC Group's next liquefied natural gas export project in the UAE. #EnergyConnects #energynews #news #OOTT #naturalgas @TotalEnergies @Shell @ADNOCGroup energyconnects.com/news/oil/2024/…
LNG News: Shell, TotalEnergies in talks to buy stakes in new Adnoc LNG project 🌟📝 🔗 Read More: seekingalpha.com/news/4092345-s…] #lng #news
@ira_joseph In theory, but what are the chances of that happening in the shale era? How low would TTF and JKM have to go?
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