Key topics: #FossilFuels #ESG

An evergreen chronology of Energy Flux articles about production and use of crude oil, gas and coal, and the impact of environmental, social and governance investment criteria

Energy Flux
Is the UK getting its first wind-powered oil platform?
Offshore oil and gas operators are by necessity a conservative bunch, but the energy transition is nudging them out of their comfort zone. A major new project to power North Sea offshore platforms using floating offshore wind turbines will require operators to get comfortable with variable output power supply and contract with third party generators und…
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Energy Flux
Brazil’s onshore oil renaissance
The oil market is entering a period of structural volatility amid upstream underinvestment and extreme uncertainty over long-term demand. Against this backdrop, short turnaround investments that can get barrels to market quickly are highly sought-after. The chastised US shale space is sitting on its hands, opening a small-scale but high-margin investmen…
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Energy Flux
Natural gas is its own worst enemy
Natural gas prices are soaring across Europe and Asia, propelled by resilient demand and patchy supplies. This demonstrates how deeply gas has become entrenched in the global economy – and how poorly equipped the gas industry is to provide the affordable ‘bridge fuel’ it says the energy transition needs. The partially commoditised nature of gas trade co…
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Energy Flux
‘Responsibly sourced gas’: Big US producers clean up their image, if not their act
Welcome to the first premium edition of Energy Flux. This issue is securely behind the paywall, so only paying subscribers can read it. Lucky you! 😉 Thank you for supporting Energy Flux. As usual, a million things happened in the energy world last week while I was helping to keep my kids entertained and out of trouble. In today’s ‘catch-up’ issue…
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Energy Flux
Lipstick, meet pig: US frackers’ hopeless ESG beauty parade won’t wash with investors
The US fracking industry is redoubling efforts to convince investors that the energy transition will not put it out of business. Amid last month’s frenzy of defensive merger and acquisition deals in the North American shale patch, companies responsible for not insignificant amounts of natural gas flaring, venting and methane leaks—not to mention the pro…
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Energy Flux
Diversify, consolidate or die: Energy transition poses stark choices to mid-sized oil companies
US oil supermajor Chevron’s headline-grabbing USD 13 billion deal to acquire independent outfit Noble Energy was hailed in some quarters as proof that Big Oil is far from dead and buried, no matter what the fossil fuel divest movement might say. Battered and bruised, the supermajors still have a lot of life left in them. Armed with enviable credit rating…
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