Listen Nohay, mankabt, Duas, Books, Majalis-e-aza and history, safeer imam, gareeb e toos
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Welcome to sM*A*S*Hed - A podcast of gin and the four oh double-seven. Where Ian and Ellie, two fans of the classic television show M*A*S*H, drink gin and riff on the series, one episode at a time.
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A podcast on medicine, oncology, & health policy. Host: Vinay Prasad, MD MPH from University of California San Francisco. Tweet your feedback to @Plenary_Session or e-mail plenarysessionpodcast@gmail.com
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What's Entertainment to you? Music, food, fashion, movies, gossip?? Listen in to KMOVE Radio's Clay & Lorraine Show to officially be in the KNOW...Edit
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Accelerating energy market analytics through collaboration, networking and alliances
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Everyone has a story... We just happen to love sharing them. Permission Granted. Inspiration Ignites. Empowerment Evolves. Dreams are fulfilled. For real. Check us out at www.beamazingmovement.com
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Our Vision Caribbean and Latino Filmmaker Podcast 🎥🎙️
Charles Alleyne and Dr. Christopher C. Odom, MFA, PhD
🎥🎙️ Welcome to the “Our Vision Caribbean and Latino Filmmaker Podcast” hosted by Charles Alleyne and Dr. Christopher C. Odom. This podcast is sponsored by the “Our Vision Caribbean and Latino Film Festival” which is dedicated to ensuring that Caribbean and Latino filmmakers and artists a have a voice that’s heard and a wide audience to showcase their work. The “Our Vision Caribbean and Latino Film Festival ” is the only combined Caribbean and Latino Film Festival that is Oscar-qualifying for ...
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Moneytalks - Texas Energy Fund Seeks to Speed Development of New Gas-Fired Power Plants
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Power generation is one of the leading consumers of natural gas in Texas — every month last year, generators in the state used between 4 Bcf/d and 8 Bcf/d, on average, with the volumes peaking (as you would expect) in August, when air conditioning and a friend with a pool are must-haves. But as we’ve seen, the Texas power grid is often stressed to …
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(You Gotta) Fight For Your Right of Way - Legal Battles Could Hinder Feedgas for New LNG Terminals
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U.S. LNG export capacity is poised to grow tremendously over the next few years, mostly near the Texas/Louisiana border. The gas-focused Haynesville Shale in northwestern Louisiana and northeastern Texas is a prime source of additional supply for those new and expanded terminals. But plans for new north-to-south pipelines to deliver incremental gas…
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It Won't Be Like This For Long - Will New Crude Export Terminals Spur Another Permian Pipeline?
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For a few years now, crude oil shippers out of the Permian have enjoyed a surplus in pipeline takeaway capacity thanks to a slew of new pipes that came online just as COVID crushed demand, prices and production. But Permian production has recovered, and the takeaway situation is changing for some routes. For example, the pipelines from West Texas t…
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Just One Look - After a Good Bit of Tire-Kicking, Devon Energy Finally Finds ‘The One’
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There’s been a frenetic scramble among oil and gas producers through the early 2020s to acquire top-tier acreage and production assets they think they will need to survive and thrive. Some of those acquisitions are still being done through smaller deals such as acreage swaps, but the expansion mode of choice for most has been big-time M&A, which in…
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I Want Your Wax - Uinta's Prolific Waxy Crude Drives SM Energy/Northern O&G Purchase of XCL
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The Uinta Basin is no Permian when it comes to drilling activity and production volumes, but the folks behind what may be the biggest M&A deal in Uinta history say the oil-production economics in parts of the quirky-as-heck play in northeastern Utah compare very favorably with the best of the Permian’s Delaware and Midland basins. And where else wi…
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The Times They Are a-Changin' - EU Methane Regs to Begin Impacting U.S. Natural Gas Producers
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Three phenomena — the European Union’s laser focus on reducing greenhouse gas (GHG) emissions, the EU’s now-significant reliance on LNG from the U.S., and the impending startup of new LNG export terminals along the Gulf Coast — are converging, with potentially significant implications for gas producers and LNG exporters alike. Starting next year, U…
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Keep This Party Going - An Update on Canada's West Coast LNG Export Projects
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Developers have been kicking around plans for LNG exports from British Columbia (BC), Canada’s westernmost province, for more than a decade, with more than 20 projects on the drawing board at one point. That long list has been whittled down to just three that have reached the point of final investment decision (FID) — a hard plan to proceed to cons…
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Keep on Loving You - LOOP Retains Its Niche Amid Proposed Offshore Crude Export Terminals
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As four proposed crude export terminals off the coast of Texas navigate the long and winding regulatory path toward potential construction, the Louisiana Offshore Oil Port (LOOP) already does what they want to do. It’s the sole Gulf Coast terminal that can fully load Very Large Crude Carriers (VLCCs) bound for global markets. LOOP started as an imp…
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Homegrown - EOG's Focus on Organic Growth Stands Out Amid E&P Consolidation Wave
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While many larger E&Ps have been growing bigger through massive, headline-grabbing acquisitions, EOG Resources — by market cap, the second-largest non-integrated U.S. producer — has been expanding for a quarter century now by focusing on the stealthy exploration and development of new resource plays. The results of EOG’s long-standing strategy have…
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Change is Going to Come - U.S. Oil, Gas and NGL Markets Face Challenges and Opportunities
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Back in the early 2010s, U.S. crude oil and NGL exports were minimal and LNG exports were non-existent, but there were omens that the U.S. would soon regain its status as an energy production juggernaut. Now the U.S. is a critically important global supplier of oil, gas and NGLs, with exports crucial to managing supply and demand as infrastructure …
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Big Wave - A Tsunami of New LNG Export Capacity Is Coming, With Broad Implications For Gas Markets
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The U.S. Gulf Coast is poised to experience another big wave of new LNG export capacity, and this time it will be joined by new capacity coming online in both Mexico and Canada. The more than 13 Bcf/d of incremental natural gas demand from North American LNG projects starting up over the next five years will have significant effects on U.S. and Can…
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Getting Closer, Encore Edition - A Drill Down Report on Four Projects Vying to be Next Deepwater Export Terminal
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The four deepwater crude oil export projects under development along the U.S. Gulf Coast are getting closer to receiving their regulatory go-aheads after years of planning and millions of dollars spent. In fact, Enterprise’s Sea Port Oil Terminal (SPOT) received its license in April. These projects have sparked commercial and wider market interest …
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Stop Draggin' My Heart Around - On-Purpose Propylene Doesn't Come Easy
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Fast-rising NGL supplies during the early years of the Shale Era fueled excitement about the potential for new petrochemical plants in the U.S., especially ethane-only crackers to make ethylene and other byproducts, along with propane dehydrogenation (PDH) plants to make propylene. While 11 new ethane-fed crackers have come online in the U.S. since…
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Stop! In the Name of Love - Supreme Court Throws Out 'Chevron Deference,' Upends Regulatory Law
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That the Supreme Court overturned the Chevron Deference, a key foundation of modern administrative law for 40 years, in its June 28 ruling in Loper Bright Enterprises v. Raimondo (Loper Bright) was no surprise, although it does not make it any less disruptive. The order follows a steady drumbeat of Supreme Court decisions issued during this term an…
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Basket Case - The Strange Relationship Between Mont Belvieu and Conway NGLs
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Mont Belvieu, TX and Conway, KS, are the two most significant U.S. hubs for NGL trading, storage and fractionation, with the much bigger Mont Belvieu hub primarily serving Gulf Coast and export demand, while the smaller Conway hub is focused on Midwest/Great Plains demand, especially for propane. The pricing dynamics between the two hubs are a key …
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Canal Street Blues - Low Panama Canal Water Levels Mean Big Headaches for LNG Exporters
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The Panama Canal expansion completed in June 2016 was expected to allow much larger LNG tankers to move product from Sabine Pass LNG and other Gulf Coast export terminals through the canal to Asian and Latin American customers. But water levels at Gatun Lake, which provides the fresh water needed to operate the canal’s locks, have been well below n…
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I Want to Pay You Back - E&Ps Sustain Sector-Leading Dividend Yields Despite Lower Cash Flows
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After thoroughly alienating their investor base over more than two decades of boom-and-bust cycles, U.S. E&Ps won investors back in the early 2020s by radically transforming themselves from high-risk to high-yield vehicles. Fueled by surging crude oil and natural gas prices in 2022, producers generated massive free cash flows — and spectacular shar…
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Will You Still Love Me Tomorrow - Light Louisiana Sweet Hasn't Lost Its Mojo, But Headwinds May Be Coming
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The Light Louisiana Sweet (LLS) crude market has evolved in recent years, due largely to the reversal of the Capline pipeline as well as limited production growth from the offshore fields that contribute to the LLS market. Yet the LLS premium against other U.S. grades remains strong, a sign that refiners aren’t ready to give up on it just yet, give…
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Manic Monday - Energy Transfer's Acquisition of WTG Midstream No Longer Includes BANGL Stake
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Energy Transfer’s plan to buy WTG Midstream, a West Texas-based and private equity-backed natural gas gatherer and processor, just got a bit less expensive — and not quite so comprehensive. Energy Transfer will still acquire WTG’s network of more than 6,000 miles of gas pipelines, eight processing plants and more, but WTG’s 20% stake in the joint-v…
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Post ASCO wrap up with Timothee Olivier
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We break down the best studies from ASCOAv Plenary Session
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She Ran Calling Wildfire - Acquisitions Propel WildFire Energy to a Leading Position in the Eagle Ford
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No doubt about it, most of the headline-grabbing oil and gas M&A activity lately has involved large, publicly owned producers gobbling up other good-sized E&Ps, lock, stock and barrel. But there are other ways to increase scale and improve operational efficiency, as evidenced by privately held WildFire Energy’s bolt-on acquisition frenzy in the rel…
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Adaptation - With Changes on the Horizon, Nederland/Beaumont Export Hub Increasing Focus On NGLs
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The Nederland/Beaumont crude oil hub has been somewhat overshadowed recently by other Gulf Coast crude export hubs despite hosting America’s largest refinery, a handful of export terminals and pipeline links to the prolific Permian Basin. But while plans to build one or more deepwater crude export terminals could mean big changes for the Gulf Coast…
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The Waiting - As EPA Bottleneck Grows, CCS Approvals Pick Up Steam in States With Well Primacy
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Passage of the Inflation Reduction Act (IRA) in August 2022 was intended to unleash a wave of clean-energy initiatives, from hydrogen and renewable fuels to electric vehicles and large-scale carbon-capture projects, all part of the Biden administration’s plans to reduce carbon dioxide (CO2) emissions and move the U.S. closer to a net-zero economy. …
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Never Been Any Reason, Encore Edition - Why Oil, Gas and NGL Infrastructure Investment is Soaring While Production Growth is Flat
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There’s never been any reason to question the drivers for energy infrastructure development — until now. Historically, the drivers were almost always “supply-push.” The Shale Revolution brought on increasing production volumes that needed to be moved to market, and midstreamers — backed by producer commitments — responded with the infrastructure to…
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Getting Closer - A Drill Down Report on Four Projects Vying to be Next Deepwater Export Terminal
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The four deepwater crude oil export projects under development along the U.S. Gulf Coast are getting closer to receiving their regulatory go-aheads after years of planning and millions of dollars spent. In fact, Enterprise’s Sea Port Oil Terminal (SPOT) received its license in April. These projects have sparked commercial and wider market interest …
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Underground - An Update on 'Sweetening' High-H2S, High-CO2 Associated Gas in the Permian
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Some of the most prolific, crude-oil-saturated rock in the Permian’s Delaware Basin and Central Platform comes with a nasty complication — namely, associated gas with very high levels of hydrogen sulfide (H2S) and carbon dioxide (CO2). But rather than walking away from all those potential barrels, one midstream company saw the treatment of high-H2S…
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Save It For Later - Catalyst Recycling Gains as Refiners Focus on Profitability, Environmental Performance
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Refinery distillation units separate crude oil into light, medium and heavy fractions. After that, refiners start performing chemical reactions using catalysts — materials that accelerate chemical reactions — to change the oil’s natural molecules into the forms needed in modern fuels. In recent years, refiners have stepped up their efforts to recyc…
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Hot Fun in the Summertime - Texas, California Summertime Power Prices Moving in Opposite Directions
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Texas and California are opposites in many ways, including their expectations for power prices in the summer ahead. Texas set single-day demand records several times last year and is anticipating more sizzling temperatures — and higher power prices — this year with demand expected to be near available supply. It’s the opposite for California, where…
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Shout (Let It All Out) - U.S. To Shut Northeast Gasoline Reserve After 10 Years, But Will Anyone Miss It?
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The March appropriations bill passed by Congress and signed by President Biden to fund the federal government mandated the emptying of the federal gasoline reserve in fiscal year 2024, which concludes September 30, followed by its eventual closure. That means about 1 MMbbl — 42 MM gallons — of gasoline will find its way to the market in the next fe…
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Upside Down - Renewable Diesel Market Unsettled by Drop in Government Subsidies
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The federal Renewable Identification Number (RIN) and California’s Low Carbon Fuel Standard (LCFS) have long served as tools to force renewable fuels like ethanol into the U.S. fuel supply. They are environmental credits that subsidize production of renewable fuels that would not otherwise be economically justified. Nuances embedded in the design o…
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Deeper Bluewater - Phillips 66, Trafigura Continue Pursuit of a Deepwater Port Near Corpus Christi
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Bluewater Texas, proposed by a 50/50 joint venture (JV) of Phillips 66 (P66) and commodity trading giant Trafigura, is in a unique position in the race to construct a deepwater crude oil export facility along the U.S. Gulf Coast. Of the four marketed deepwater proposals, Bluewater is the only project in the export-centric Corpus Christi market. It …
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Call Me By Your Name - Understanding the Lingo is Key to Mastering the Natural Gas Value Chain
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To closely analyze the natural gas market is to be constantly bombarded with vast amounts of information — weather forecasts, pipeline flows, LNG feedgas, power demand and storage — that is frequently updated, impacting both spot and future prices. But before you can get into the deeper analysis, you’ve got to understand the natural gas value chain…
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Critical Appraisal - My 2 hour ASCO lecture - Day 2 version
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Critical Appraisal - My 2 hour ASCO lecture - Day 2 version by Plenary SessionAv Plenary Session
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Devil's in the Details - Relatively Stable Q1 2024 E&P Earnings Shift Analysis to Company Performance
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A macro view of U.S. exploration and production (E&P) company performance over the last quarter century reveals repetitive boom-and-bust cycles driven by periodic extremes in crude oil pricing, including price crashes in 2008, 2014 and 2020. That history contrasts with the remarkable stability in West Texas Intermediate (WTI) realizations since mid…
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We Could Be So Good Together - Push for Scale, Efficiency Drives More Consolidation in the Eagle Ford
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Permian-focused M&A activity may grab all the headlines, but don’t forget about the Eagle Ford. Over the past couple of years, a steady stream of big-dollar deals have been announced in the South Texas shale play, most of them tied to efforts by growth-oriented E&Ps to increase their scale, improve their operational efficiency and expand their inve…
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Dream Baby - Extensive Connectivity Supports Wink's Emergence as a Major Permian Crude Hub
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Situated in West Texas’s Winkler County, the tiny city of Wink (population just under 1,000) might seem easy to overlook but it holds a special place in music history as the childhood home of Roy Orbison — he formed his first band, the Wink Westerners, there in 1949. But beyond its rich musical legacy, Wink in recent years has emerged as a key hub …
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Stranger in Town - Nigeria Turning to U.S. Crudes to Feed Dangote Refinery
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If you asked someone where U.S. crude oil shipments would go when the Obama administration ended the ban on most crude exports in December 2015, it’s not likely that Nigeria would have come to mind. Yet this year marked the second time since the restrictions ended that U.S. oil has been sent to the OPEC member, this time to feed its long-awaited Da…
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Everybody Dance Now - Assessing the ConocoPhillips/Marathon Oil Deal
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Another day, another mega-deal between top-tier oil and gas producers — or so it seems. Now, it’s ConocoPhillips and Marathon Oil’s turn, and you’d be hard-pressed to find a more logical pairing among the ever-shrinking list of big E&Ps that hadn’t already found a partner during the ongoing frenzy to consolidate. In today’s RBN blog, we examine Con…
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Asco Prequel - We talk about what to look for
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What you need to know in advance of ASCOAv Plenary Session
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You Ain't Seen Nothin' Yet - How Energy Transfer's WTG Midstream Buy Will Add to Its Permian Heft
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Energy Transfer is yet again slaking its acquisition appetite by gobbling up another natural gas gatherer and processor to further expand its already formidable Permian footprint. The company announced May 28 that it has struck a $3.25 billion cash-and-stock deal to buy WTG Midstream, a West Texas-based and private equity-backed operator whose Perm…
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Never Let Me Down - Pembina Inks Ethane Supply Deal with Dow's Alberta Ethane Cracker Expansion
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With an announcement in late 2023 by Dow Chemical that it would be undertaking an enormous expansion of its ethylene production site in Fort Saskatchewan, AB, it was immediately clear that Alberta’s ethane supplies would need to increase by a significant 110 Mb/d. As we’ll discuss in today’s RBN blog, a deal was signed in February between Dow and P…
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A SM crossover - Cifu, Prasad, Mandrola
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Should trials have carbon footprint as an endpoint?Av Plenary Session
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