Ben Cahill
@bencahill.bsky.social
Director, Energy Markets and Policy, CEESA, UT Austin. Energy, geopolitics, Middle East, transitions, methane, LNG, NOCs, running, cocktails.
Our conclusion: mending rather than ending federal methane regulations may leave the industry in a better position to meet external demands and market conditions. While you're here, please check out our new website for the Center for Energy and Environmental Systems Analysis! www.ceesa.utexas.edu
January 24, 2025 at 8:47 PM
Our conclusion: mending rather than ending federal methane regulations may leave the industry in a better position to meet external demands and market conditions. While you're here, please check out our new website for the Center for Energy and Environmental Systems Analysis! www.ceesa.utexas.edu
It's fair to say 2022-2023 was unique. European gas buyers were forced to outbid everyone; unlikely to happen again unless there's an emergency situation. Which leaves standard offtake deals with US LNG projects. Already European buyers have some in place for "paused" projects including CP2.
December 20, 2024 at 4:44 PM
It's fair to say 2022-2023 was unique. European gas buyers were forced to outbid everyone; unlikely to happen again unless there's an emergency situation. Which leaves standard offtake deals with US LNG projects. Already European buyers have some in place for "paused" projects including CP2.
Of course. The EPA rule was expressly designed to address the gap between GHGRP inventory data based on engineering-based estimates, vs measured data from satellites & other sources. That's the whole point. Here's a great summary of requirements & significance. eelp.law.harvard.edu/epas-final-m...
EPA’s Final Methane Rule — Incorporating Advanced Technologies and Emissions Data to Reduce Methane Emissions from the Oil and Natural Gas Sector – Environmental and Energy Law Program
eelp.law.harvard.edu
December 17, 2024 at 4:26 PM
Of course. The EPA rule was expressly designed to address the gap between GHGRP inventory data based on engineering-based estimates, vs measured data from satellites & other sources. That's the whole point. Here's a great summary of requirements & significance. eelp.law.harvard.edu/epas-final-m...
The EPA estimates the OOOO b/c rules will reduce methane emissions by 58 million tons between 2024 and 2038. www.epa.gov/system/files...
www.epa.gov
December 17, 2024 at 4:00 PM
The EPA estimates the OOOO b/c rules will reduce methane emissions by 58 million tons between 2024 and 2038. www.epa.gov/system/files...
No, you wrote that the Biden admin asked the EU to loosen its regulations, which is not correct. The EU will not issue this "equivalency" exemption for the US unless they're convinced US rules are at least as strong. And on CH4 reductions, the EPA 0000 b/c rules are critical, not just the WEC. 1/2
December 17, 2024 at 4:00 PM
No, you wrote that the Biden admin asked the EU to loosen its regulations, which is not correct. The EU will not issue this "equivalency" exemption for the US unless they're convinced US rules are at least as strong. And on CH4 reductions, the EPA 0000 b/c rules are critical, not just the WEC. 1/2
by project promoters, and also compel companies to show how they have considered this study's findings. This is the crux of the issue: how DOE and FERC will have to change their permitting process within the (fairly narrow) confines of the Natural Gas Act. Lots to unpack when the study is published.
December 17, 2024 at 3:41 PM
by project promoters, and also compel companies to show how they have considered this study's findings. This is the crux of the issue: how DOE and FERC will have to change their permitting process within the (fairly narrow) confines of the Natural Gas Act. Lots to unpack when the study is published.
2. Increased LNG exports displace more renewables than coal abroad. It will be important to look at regional breakdown/assumptions. 3. China as largest long term LNG demand source. Not South Asia or SE Asia? 4. Suggestion: future DOE export authorizations consider GHG reductions... (Cont'd)
December 17, 2024 at 3:41 PM
2. Increased LNG exports displace more renewables than coal abroad. It will be important to look at regional breakdown/assumptions. 3. China as largest long term LNG demand source. Not South Asia or SE Asia? 4. Suggestion: future DOE export authorizations consider GHG reductions... (Cont'd)
You can read the letter here. This shows how important it is to maintain rather than roll back or weaken US methane regulations. The EU and other LNG buyers will continue to demand better data on emissions intensity. Buyer demands matter. www.energy.gov/fecm/article...
DOE and EPA Letter to European Commission Asking to Initiate Discussion on Regulatory Equivalence for Natural Gas
DOE and the EPA co-signed a letter addressed to European Commission Director-General for Energy Juul Jorgensen, requesting determination of “equivalency” for US exports of liquefied natural gas (LNG) ...
www.energy.gov
December 17, 2024 at 3:34 PM
You can read the letter here. This shows how important it is to maintain rather than roll back or weaken US methane regulations. The EU and other LNG buyers will continue to demand better data on emissions intensity. Buyer demands matter. www.energy.gov/fecm/article...