Morgan Kwan and Bill Farren-Price discuss the conflict in Ukraine and the risks it poses to Europe, to Russian oil and gas supply, and to the wider global economy. As a veteran observer of European, Middle East and African energy, Bill offers his thoughts on the potential pathways that the conflict will take and the spillover from Europe’s first inter-state armed conflict since World War II.
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A weekly update on the latest “no-fluff” insight and analysis of the energy industry.
This past week two companies in the advanced reactor space went public. Oklo Inc. (NYSE: OKLO) and Nano Nuclear (NASDAQ: NNE) had mixed opening days, with OKLO seeing nearly a 50% price drop from open and NNE trading up well...
Equinor is acquiring 45% stakes in two of Standard Lithium’s direct lithium extraction (DLE) projects in the Smackover Formation in Southwest Arkansas and East Texas, less than a month after closing the book on its U.S. onshore shale operatorship.
Learn how Enverus Contiguous Acreage enhancement simplifies parcel discovery, making negotiations easier and projects more viable.
Harnessing Sunlight and Soil As the early morning light filters through the countryside, you find yourself on a quiet rural road. You’re sipping coffee and humming your favorite tune. You’re on your way to see loved ones, explore a national...
In the United States, the anticipated load growth and the retirement of aging plants to meet state mandates are creating a compelling narrative for the expansion of battery storage infrastructure.
On March 25, 2024, the EPA released its final rulemaking on the update to 40 CFR Part 60 implementing its New Source Performance Standards for New, Modified and Reconstructed Fossil Fuel-Fired Electricity Generating Units.
In March 2021, the Biden administration set a goal of deploying 30 GW of offshore wind capacity in the U.S. by 2030. These efforts have faced significant growing pains.
Crude and product stocks are currently at levels that suggest Brent should be ~$85/bbl.
The pace of electric vehicle (EV) sales growth has slowed down based on the most recent North American EV sales data.
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