Gas Pains: Western Canada’s Pricing Puzzle
Western Canadian gas prices are at a crossroads. The big question we’re debating with clients and colleagues is how liquefied natural gas (LNG) exports will affect domestic prices. As Alberta and British Columbia contend with bouts of negative pricing at the AECO gas trading hub, meaning producers are paying buyers to take their gas instead […]
SAF Funding | Cleared for Takeoff?
Bill Gates-founded Breakthrough Energy Ventures recently unveiled a $150 million sustainable aviation fuel (SAF) fund aimed at accelerating the adoption of low-carbon jet fuels. The initiative, which includes strategic investments from Alaska Airlines and American Airlines, seeks to address one of SAF’s biggest hurdles: cost competitiveness. While U.S. producers benefit from production-side incentives like the […]
Thriving Through Volatility: How Streamlined Cash Flow Powers Supplier Success
In today’s energy industry, suppliers face a volatile environment shaped by shifting oil prices, shifting tariffs, and increased merger and acquisition (M&A) activity. These trends make for an uncertain landscape, but they also open the door to significant opportunities as global energy usage is projected to rise in the decades ahead. For example, in 2024, […]
A RE-Cap of RE+ | Batteries Take Center Stage
Battery energy storage systems (BESS) dominated discussions at the recent RE+ conference, the largest clean energy event in North America. As long-term load continues to grow and grid dynamics shift, industry leaders and Enverus Intelligence® Research (EIR) agree that BESS can provide much needed load management and energy cost savings. Storage is now at the […]
Federal Lands and Renewable Energy: A Shifting Landscape
New DOI rules tighten permitting for renewables on federal lands. See how this impacts timelines, risk, and project planning.
Vaca Muerta: The Global Shale Game-Changer
The launch of Enverus Intelligence® Global Research significantly enhances our ability to deliver comprehensive global upstream opportunities and insights to our customers. Highlighted below is a recent example of our research on the Vaca Muerta, showcasing the attractive shale opportunities beyond North America. This is taken from our webinar comparing the Permian, Montney and Vaca […]
EVs: Charging Ahead or Running on Empty?
Electric vehicles (EVs) stand at a pivotal moment in Canada and the global energy market. With evolving policies and debates over EV sales mandates, the transition to electric mobility is ripe with both opportunity and uncertainty. As the head of macro oil and gas research at Enverus Intelligence® Research (EIR), I’ve been closely tracking how […]
CCUS Fundamentals | The High Cost of Carbon Capture
Enverus Intelligence® Research’s recently released CCUS Fundamentals highlights the extremely challenging economics of direct air capture (DAC). Our analysis finds DAC projects are only viable with support from premium carbon dioxide removal (CDR) credits. Currently quoted at ~$600/tonne, the credits are crucial for offsetting high capital and operating costs. A key milestone on the road […]
Mastering Power Market Forecasting: Enverus Short-Term P&R Forecast’s Precision in Grid Constraint Predictions
In the dynamic world of power markets, accurately forecasting transmission constraints is critical for traders and asset managers to make informed decisions. A prime example of this is the Bell County-Sallisaw constraint, which often binds during periods of high South Central load, particularly in the summer. Recently, planned line work on the 1715_B_LN shifted power […]
Queue Engineering | ISO Fast Lanes, Operator Workarounds
U.S. power demand is sprinting ahead of supply growth, leaving grid queues jammed and the industry with little choice but to get creative. MISO just opened an express lane with its Expedited Resource Addition Study (ERAS), driven by annual load growth now projected between 0.86% and 1.57% through 2030. ERAS allows projects serving near-term reliability […]