Energy Transition

Energy Transition Today | U.S. Emissions Stocktake

byIvana Petrich

As the world debated the complexities of achieving net zero at last year’s COP28, regulatory pressures continued to increase in the U.S as the EPA announced its final Quad O rules aimed at sharply reducing methane emissions. Combined with the proposed updates to Subpart W of the Greenhouse Gas Reporting Program and the IRA’s methane fee or Waste Emissions Charge, we believe the next five years will prove critical for operators to adjust to the requirements of these separate but interconnected rulemakings.

In light of these regulations, our U.S. emissions stocktake evaluates progress in the upstream and gathering sectors based on the latest EPA-reported data, analyzing trends from 2020 to 2022. We rank the top-producing operators by emission intensity in 2022, highlighting where operator efforts are paying off and which sources are harder to abate (Figure 1).

Of the top 50 U.S. operators in 2022 by production volumes, over two-thirds reported Y/Y decreases in cross-sector emission intensity; however, 18 companies still sit above the broader U.S. average of 13.3 kg CO2e/boe. The report dives into 20 of the most- and least-improved names on an intensity basis.

Research Highlights

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Ivana Petrich

Ivana Petrich

Ivana is an ESG analyst on the Enverus Energy Transition Research team. She joined the firm in 2022 from PGIM Fixed Income in London, U.K., where she managed Nordic and Dutch institutional investor relationships with heavily ESG-focused active fixed income strategies. Prior to PGIM, she spent six years in client management at Insight Investment, Russell Investments and Bank of New York Mellon Investment Management EMEA, working closely with U.K. and European defined benefit pension schemes and corporate treasurers. Ivana graduated from the University of Delaware with a bachelor’s of science degree in finance and international business. She is a CFA charterholder and holds the Investment Management Certificate from the CFA Society of the U.K.

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