We enjoy the feedback from our blog readers, which along with the pageviews inform future topics. Looking back over last year’s posts, natural gas growth, the challenges facing renewables and obstructionist climate extremists were among the themes that resonated most. The most popular post was The Inflationary Energy Transition, which reviewed how US electricity prices […]

The other day I read a tweet complaining that since 1971 household family income had increased 5.5X (from $10K to $55K) while the median cost of a new car has gone up by 12X ($4K to $48K). It’s not quite correct. Median family income has risen to $101K, so has almost kept up. But it […]

Over the years I’ve developed a few soundbites to help investors remember why they should invest in midstream energy infrastructure. Once it became clear that climate extremists’ efforts to impede new pipeline construction were boosting free cash flow, I proclaimed that we should all hug our local climate protester and drive them to their next […]

Around this time of year, I’ve often indulged myself in writing about Christmas pudding (for more, watch this video). This English dessert is a rich, dark fruit cake best enjoyed heated with heavy cream. It is an acquired taste, and our children were each offered one brief opportunity to develop a taste for it. While […]

For years the center of gravity for global LNG trade was in Asia. China, India, Japan and South Korea were routinely over 60% of global LNG imports. Asia-Pacific was often over 70%, reaching a high of 75% in 2018. Australia and Qatar were geographically better suited than the US to meet this demand, and our […]

With forecasts for power demand growth seemingly increasing every month, it’s clear that part of the solution will be “behind the meter”, meaning new natural gas power plants directly connected to their data center customers without the need to connect to the grid. This also sidesteps potential complaints that existing electricity customers are subsidizing the […]

Last week my partner Henry Hoffman attended the 23rd Annual Midstream, Energy, and Utilities Symposium, held by Wells Fargo. The mood was understandably upbeat, underpinned by strong fundamentals and the more coherent regulatory framework expected following the election. Given our focus on natural gas, we were naturally interested in this element of the energy story. […]

It’s clear that natural gas demand is heading higher over the next few years. It’s less certain that this will push prices higher. New LNG export terminals are going to double our volumes sent overseas over the next five years. The widely criticized pause on LNG permits that President Biden imposed last January only applied […]

Sometimes this blogger stumbles across a phrase that begs to be used as the title for a blog post. Who better to be the subject of this one than the far-left climate extremists whose policies have led to higher energy prices, deindustrialization and job losses. Start with Germany. Ryanair’s CEO Michael O’Leary recently described Germany […]

In recent years as extreme views on climate have become increasingly fringe, no hydrocarbon has enjoyed more of a reassessment than natural gas. Enbridge CEO Greg Ebel talks about the “energy evolution” rather than a transition. The US is adding over 140 new gas power plants this year as demand from data centers builds. Accommodating […]