Noah Brenner @noahbrenner
Executive Editor- Operations with Energy Intelligence. Wisconsin-born, London-based. All the standard disclaimers energyintel.com London Joined April 2009-
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Washington, Kyiv at Loggerheads Over Attacks on Russian Refineries US disapproval of strike on Russian refineries is causing great consternation and frustration in Ukraine. #oott energyintel.com/0000018e-c916-…
EXCLUSIVE INTERVIEW: Gunvor Co-Founder and Chairman Torbjorn Tornqvist sees the US' pause on LNG export approvals having a limited impact on the overall growth of its LNG exports, amid a gradual Russian LNG retreat. energyintel.com/0000018e-c2a8-… @energyintel #LNG #ONGT #commodities
Argentina’s energy industry is hopeful that the free-market reforms of President Javier Milei can help the country finally get its LNG export dreams off the ground... bit.ly/3TK8PyI #Argentina #energy #energypolicy #energyinfrastructure #YPF #lng #lngexports
#Aramco is looking to suspend as many as 23 offshore rig contracts with several drilling contractors, industry sources have said, after the country decided to pause its oil production capacity expansion program... bit.ly/3Umf0ed #oil #offshorerigs #drillingrig #capex
In the next Inflation Reduction Act climate policy, let's make an instantly-available e-bike credit available to anyone who buys an e-bike across the country. We were so close last time with the E-BIKE Act (theverge.com/2023/3/22/2365…). Let's build bike infrastructure & get it done.
In the next Inflation Reduction Act climate policy, let's make an instantly-available e-bike credit available to anyone who buys an e-bike across the country. We were so close last time with the E-BIKE Act (theverge.com/2023/3/22/2365…). Let's build bike infrastructure & get it done.
Rocky Mountain #natgas producers may find themselves shut out of the LNG export market on Mexico's Pacific coast that they see as a vital outlet for their landlocked resource... bit.ly/3vwFpMF #Mexico #lng #lngexports #Rockies #shalegas #Permian #Eagleford #Haynesville
#Argentina’s #oilandgas industry is sounding its most optimistic in years thanks to libertarian President Javier Milei, who is pledging to jump-start the long-ailing economy with free-market tough love... bit.ly/3VH5S4W #energy #energypolicy #energyinfrastructure
Whether #sanctions against #Russia are working has been one of the most often-asked questions in the last two years. We examine the near-term and longer-term fallout on the energy sector... bit.ly/3VL1MZl #crude #oil #oiltankers #refining #lng #arctic #geopoliticalrisk
Exxon Mobil and its partners Santos and JX Nippon have signed a fiscal stability agreement with the government of Papua New Guinea for the development of the onshore P’nyang gas field in the Western province... bit.ly/495WJFX #natgas #LNG
EI: Iraq Vows to Curb Exports After Overshooting Target 'Iraq overshot its 4 mbd Opec-plus target in February for the second straight month European demand for Basrah crude has withstood shipping disruptions in the Red Sea. Exports now top 700,000 b/d.'
Eni’s plans for continued sales of stakes in its transition businesses will test the appetite for such assets among public equity markets and potential strategic investors. Read more bit.ly/43lfPqt
The impact of ships traveling farther and faster to avoid the perilous #RedSea is increasing global #oildemand just as Yemen’s Houthis have vowed to extend the reach of the group’s attacks on merchant vessels... bit.ly/3PpCNa9 #oilmarkets #trading #shipping #securityrisk
Ukraine has struck two Russian oil refineries in a second consecutive day of major drone attacks targeting the country’s critical energy infrastructure. Rosneft’s refinery in Ryazan and the Novoshakhtinsk facility in the southern Rostov... Read more bit.ly/3PphUM7
In case you missed it, this was a really good discussion on the state of oil and markets and geopolitical risk in the MENA region. Speakers include @ColbyAntonius Emily Stromquist, @KozhanovNikolay @yesar The Conundrum of Plentiful Supply: Risks and Challenges to Oil and Gas…
A study @Arnold_Ventures funded shows how for-profit nursing homes are increasingly funneling money to subs through above market rent and management fees, then claiming weakening profitability demands higher reimbursement rates.
It’s been a positive few weeks for the #carboncapture and storage sector in Europe. Yet #CCUS projects are struggling to reach FID. CCS Europe Director Chris Davies discusses... bit.ly/43dOBly #carbonmanagement #climatepolicy #energypolicy #energytransition @ccs_europe
BP Refines EV Charging Strategy to Boost Returns The UK major will focus vehicle charging investments in four countries and on individual drivers as it seeks to build profitability and synergies with its growing forecourt convenience business energyintel.com/0000018e-0696-…
Chinese companies have been selling surplus LNG cargoes into Europe following subdued Chinese domestic gas demand and the ongoing congestion issues at the Panama Canal making it too expensive to ship cargoes from the Atlantic to the Pacific. Read more bit.ly/3Tnf5gR
Anyone else celebrating Leap Day by re-watching the amazing Night of the Lepus? imdb.com/title/tt006900…
Javier Blas @JavierBlas
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5K Followers 878 Following Team leader for power, gas, renewables at Bloomberg, covering the energy transition @business, from Belfast living in London, runner with @vphthacWe are pleased to be a media partner at the Japan Energy Summit & Exhibition in Tokyo, June 3-5, 2024 🗓 👇
Japan Energy Summit & Exhibition is a catalyst for action, igniting change and connecting the global energy community to Japan’s energy value chain. Get your delegate pass for market-moving insights into net-zero ambitions and future energy mix solutions: tinyurl.com/525yp8t8
Distressed counties are disproportionately attracting private clean energy investment: AWESOME. There are still ~250 similar counties that haven’t seen new investment. Eg Putnam, IN; Gila, AZ: OPPORTUNITY. Companies looking to expand should take notice. ceepr.mit.edu/wp-content/upl…
𝗠𝗮𝘀𝗵𝗿𝗲𝗾 𝟲𝟬-𝗦𝗲𝗰𝗼𝗻𝗱 𝗦𝗼𝘂𝗻𝗱𝗕𝗶𝘁𝗲: "I really don't remember the last time there was such a divergence between IEA & OPEC on oil demand growth forecast!" - @NeilAtkinson58, Former Head of Oil Markets Division, @IEA #OOTT #oilandgas @OPECnews #OPEC
Please not another hydrogen color, please not another hydrogen color subscriber.politicopro.com/article/eenews…
Exxon SEC Suit Seeks to Reshape US ESG Activism #oott energyintel.com/0000018d-58bc-…
Asian, European Buyers Alarmed by US LNG License Freeze energyintel.com/0000018d-5657-…
Weird Al and Fozzie Bear (Muppet Magazine, Fall 1984)
The 1990s tax system could finance today's govt. Without two decades of unpaid-for tax cuts, debt/gdp wouldn’t be projected to rise significantly over the next decade. We need a new approach when the 2017 tax cuts expire. My take w @davidckamin here: wsj.com/articles/a-new…
Flying over the gorgeous Austrian landscape at sunset on a calm autumn evening! Austria had a nuclear plant nearly completed and then tore it down, building a coal plant instead. Now they like to sue other EU countries that pursue nuclear. They host OPEC in Vienna. But they…
Russia's Lukoil has signed a supplementary agreement to its technical service contract for the West Qurna-2 oil field in Iraq that provides it with greatly improved terms for a major increase in production - @energyintel energyintel.com/0000018b-8f90-…
This struck me. Aside from the questionable solution to a bad diet of injecting yourself weekly for the rest of your life, is it dawning on these retailers and manufacturers that they have been enabling the obesity/diabetes epidemic at great human and economic cost?
The Brown Dense. That's an energy reference BTW. 🤪 Unconventional marl 'target' in northern Gulf Coast Basin. Late Jurassic. High breakeven like TMS, $DVN and $SWN amassed acreage and backed off.
The Really Big Show wants to know: what nickname should we give the #Browns defense?
@kevinramnarine 1) more energy efficient cars - especially hybrids; 2) CNG conversions and new CNG cars (Honda City); 3) people driving less - work from home; 4) some Super to Premium switch with newer cars; 5) tiny impact of EVs - but that’s going to grow in the future.
Riddle me this: why is it 1000% easier to get EV charging installed on my street than proper bike parking for a cargo bike? We couldn't get a spot in the bike box in the background and note that it's installed on the footpath. Plus it's technically not big enough for cargo bikes
Question. Who paid Deloitte to do the survey? Let me guess, investors in battery companies that arent getting dividends and buybacks. How close did i get?!
Major institutional #oil and gas investors would be open to having #dividends and buybacks cut by more than half in favor of more spending on energy transition projects, a Deloitte survey says. Battery storage and electric charging stations rank high #OOTT https:/bun.is/oned9a