EPRINC-DC
@eprinc-dc.bsky.social
Founded in 1944 @EPRINC-DC produces research on public policy issues at the intersection of economics, energy, and national security.
#Energy #EnergySecurity #OOTT #ONGT
#Energy #EnergySecurity #OOTT #ONGT
The Strategic #Petroleum Reserve #SPR has reached a critical milestone, it is time to reassess after 52 years
nationalinterest.org/blog/energy-...
#EnergyTwitter #OOTT #ONGT #EnergyTransition 🛢️#Oil #Supply
$BWXT
nationalinterest.org/blog/energy-...
#EnergyTwitter #OOTT #ONGT #EnergyTransition 🛢️#Oil #Supply
$BWXT
The Strategic Petroleum Reserve: 50 + 2 Years Since the Key Inciting Incident
As the inception of the Strategic Petroleum Reserve has reached a critical milestone, it is time to take stock of its trajectory.
nationalinterest.org
October 30, 2025 at 1:10 PM
The Strategic #Petroleum Reserve #SPR has reached a critical milestone, it is time to reassess after 52 years
nationalinterest.org/blog/energy-...
#EnergyTwitter #OOTT #ONGT #EnergyTransition 🛢️#Oil #Supply
$BWXT
nationalinterest.org/blog/energy-...
#EnergyTwitter #OOTT #ONGT #EnergyTransition 🛢️#Oil #Supply
$BWXT
The Strategic #Petroleum Reserve #SPR has reached a critical milestone, it is time to reassess after 52 years
On @TheNatlInterest
nationalinterest.org/blog/energy-...
#OOTT #ONGT #EnergyTransition 🛢️ #Oil #Supply
$BWXT
@Interior @ENERGY @EIAgov
@NatResources @HouseCommerce
@EnergyGOP
On @TheNatlInterest
nationalinterest.org/blog/energy-...
#OOTT #ONGT #EnergyTransition 🛢️ #Oil #Supply
$BWXT
@Interior @ENERGY @EIAgov
@NatResources @HouseCommerce
@EnergyGOP
October 30, 2025 at 1:09 PM
The Strategic #Petroleum Reserve #SPR has reached a critical milestone, it is time to reassess after 52 years
On @TheNatlInterest
nationalinterest.org/blog/energy-...
#OOTT #ONGT #EnergyTransition 🛢️ #Oil #Supply
$BWXT
@Interior @ENERGY @EIAgov
@NatResources @HouseCommerce
@EnergyGOP
On @TheNatlInterest
nationalinterest.org/blog/energy-...
#OOTT #ONGT #EnergyTransition 🛢️ #Oil #Supply
$BWXT
@Interior @ENERGY @EIAgov
@NatResources @HouseCommerce
@EnergyGOP
In 2025, #USLNG #exports avgd 11.7 BCFd, 9.5 BCFd (81% of ttl) to #Europe. Ttl value of these ttm US #LNG Eur exports estimated at $21.3B.
@realdonaldtrump.govmirrors.com concluded Jul2025 nonbinding agreement for $750B ($250B/yr) of US #energy expts. How will the diff be made up?
#OOTT #ONGT
@realdonaldtrump.govmirrors.com concluded Jul2025 nonbinding agreement for $750B ($250B/yr) of US #energy expts. How will the diff be made up?
#OOTT #ONGT
September 24, 2025 at 12:52 PM
U.S. ⛽️#Gasoline #prices generally rise during #Summer driving season.
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
July 9, 2025 at 11:51 AM
U.S. ⛽️#Gasoline #prices generally rise during #Summer driving season.
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
But not in 2025 despite consistent #demand, low #inventories, #Hormuz|#Iran|#MiddleEast turmoil, high but flattening U.S. #CrudeOil production.
$MPC $VLO $PSX $BP $XOM $CVX
#Energy #OOTT 🚗️#Automobiles
Diverging trends:
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
June 11, 2025 at 12:29 PM
Diverging trends:
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
U.S. #Summer #Residential #Electricity is trending lower, down 0.5% annually since 2020
But it costs more, w monthly bills rising 4.7% yearly.
#Electricity
#OOTT #ONGT
On 4/28/25 #Iberia (#Spain🇪🇸| #Portugal🇵🇹) suffered a 14hr #Electricity #Blackout dropping 20 GWs of ttl 35
A poss lge shortfall in #Solar and #Wind mt have caused a loss in #SystemFrequency
#California & #Texas hv lge #Battery cap regulating freq; Iberia has min
#OOTT #ONGT
A poss lge shortfall in #Solar and #Wind mt have caused a loss in #SystemFrequency
#California & #Texas hv lge #Battery cap regulating freq; Iberia has min
#OOTT #ONGT
June 4, 2025 at 12:44 PM
On 4/28/25 #Iberia (#Spain🇪🇸| #Portugal🇵🇹) suffered a 14hr #Electricity #Blackout dropping 20 GWs of ttl 35
A poss lge shortfall in #Solar and #Wind mt have caused a loss in #SystemFrequency
#California & #Texas hv lge #Battery cap regulating freq; Iberia has min
#OOTT #ONGT
A poss lge shortfall in #Solar and #Wind mt have caused a loss in #SystemFrequency
#California & #Texas hv lge #Battery cap regulating freq; Iberia has min
#OOTT #ONGT
🇺🇸U.S. #LNG #trade helps narrow the #TradeDeficit
Aug 2022: the monthly US #LNG trade surplus peaked at $4.95B
Jan & Feb 2025: it hit a 2nd peak of $3.5B
#OOTT #ONGT #NaturalGas
$ET $EQT $WMB $LNG $KMI
Aug 2022: the monthly US #LNG trade surplus peaked at $4.95B
Jan & Feb 2025: it hit a 2nd peak of $3.5B
#OOTT #ONGT #NaturalGas
$ET $EQT $WMB $LNG $KMI
May 28, 2025 at 12:54 PM
🇺🇸U.S. #LNG #trade helps narrow the #TradeDeficit
Aug 2022: the monthly US #LNG trade surplus peaked at $4.95B
Jan & Feb 2025: it hit a 2nd peak of $3.5B
#OOTT #ONGT #NaturalGas
$ET $EQT $WMB $LNG $KMI
Aug 2022: the monthly US #LNG trade surplus peaked at $4.95B
Jan & Feb 2025: it hit a 2nd peak of $3.5B
#OOTT #ONGT #NaturalGas
$ET $EQT $WMB $LNG $KMI
@Tesla | $TSLA|s 2024 global unit sales were 1.8 million. #batteries this requires 113.6 th metric tons of #lithium carbonate.
This is 11% of global #lithium production. U.S. production is minimal; securing sources from non-hostile trade partners is important.
$LCID $RIVN #OOTT
This is 11% of global #lithium production. U.S. production is minimal; securing sources from non-hostile trade partners is important.
$LCID $RIVN #OOTT
April 16, 2025 at 12:38 PM
@Tesla | $TSLA|s 2024 global unit sales were 1.8 million. #batteries this requires 113.6 th metric tons of #lithium carbonate.
This is 11% of global #lithium production. U.S. production is minimal; securing sources from non-hostile trade partners is important.
$LCID $RIVN #OOTT
This is 11% of global #lithium production. U.S. production is minimal; securing sources from non-hostile trade partners is important.
$LCID $RIVN #OOTT
U.S. #CrudeOil production costs have risen requiring an average $63/bbl to achieve profitability the @DallasFed reports. #volatility, #economic slowdowns, high #tariffs have pushed prices below $60/bbl. Are U.S. production cutbacks coming?
#ONGT #OOTT #CrudeOil
$OXY $COP $FANG
#ONGT #OOTT #CrudeOil
$OXY $COP $FANG
April 9, 2025 at 1:05 PM
The expansion in domestic #electricity demand + #CrudeOil, #NaturalGas, and #Diesel export growth, additional #Pipeline capacity will be required.
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
March 26, 2025 at 12:18 PM
The expansion in domestic #electricity demand + #CrudeOil, #NaturalGas, and #Diesel export growth, additional #Pipeline capacity will be required.
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI
#ONGT #OOTT
In the late 2000s, an #Appalachian #fracked well produced an average of 330 mcf/d; by 2024 this rose to 28.6 mmcf/d.
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
March 19, 2025 at 12:56 PM
In the late 2000s, an #Appalachian #fracked well produced an average of 330 mcf/d; by 2024 this rose to 28.6 mmcf/d.
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
#Permian fracked wells produced an average of 60 bpd in 2007; in 2024 #Permian wells rose to 1,400 bpd.
#EnergyBlueSky #ONGT #OOTT
$SLB $HAL $BKR $FTI $EQT $XOM $COP $CVX
#Winter of 2024-25 hs bn longer than previous ones, especially during Feb. #EU's #winter #HDDs were 4.4% more intense during Feb 2025 than during Feb 2024. For the #US, Feb 2025 #HDDs exceeded 2024's by 25.5%.
#NaturalGas storage was depleted by 4.3 #TCF vs 2.9 TCF previously
#NaturalGas storage was depleted by 4.3 #TCF vs 2.9 TCF previously
March 6, 2025 at 6:20 PM
#Mozambique #LNG is a huge opportunity to counter #China|s economic influence in #Africa.
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
February 26, 2025 at 3:20 PM
#Mozambique #LNG is a huge opportunity to counter #China|s economic influence in #Africa.
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
#EximBankUS is the lgst source of financing at $4.7B
#EximBankUS est 17K US jobs, 68 suppliers, 8 states; others prdct 20k impacts, 140 US suppliers, in 21 states ==> $2.7B w $600M in taxes
U.S. #NaturalGas #infrastructure is tightly integrated w #Canada & #Mexico. Large synergies are gained from this.
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
February 19, 2025 at 1:56 PM
U.S. #NaturalGas #infrastructure is tightly integrated w #Canada & #Mexico. Large synergies are gained from this.
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
@realDonaldTrump|s #Tariffs wd impair these efficiencies.
A 10% #tariff on #Canadian #imports would easily add $1.1 billion in costs.
$TRP $ENB $ET $WMB
#ONGT #OOTT #ONGT #NaturalGas
At 4 MBD and 0.5 MBD, #Canada & #Mexico #CrudeOil #imports r ~70% of ttl U.S. imports 6.5 MBD.
@EPRINC_DC estimates that @realDonaldTrump administration's proposed #tariffs on #CrudeOil alone wd raise #gasoline prices 9 c/gal
$MPC $VLO $PSX $BP $KMI $SU $TRP $ENB
#Energy #OOTT
@EPRINC_DC estimates that @realDonaldTrump administration's proposed #tariffs on #CrudeOil alone wd raise #gasoline prices 9 c/gal
$MPC $VLO $PSX $BP $KMI $SU $TRP $ENB
#Energy #OOTT
February 12, 2025 at 2:15 PM
At 2,800 TBD from #Canada into the U.S. #Midwest and 780 TBD from #Mexico into the U.S. Gulf Coast, the quality of these crudes is critical for #refinery|s in these regions to work efficiently and be profitable.
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
February 5, 2025 at 1:50 PM
At 2,800 TBD from #Canada into the U.S. #Midwest and 780 TBD from #Mexico into the U.S. Gulf Coast, the quality of these crudes is critical for #refinery|s in these regions to work efficiently and be profitable.
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
#EnergyBlueSky #OOTT #CrudeOil #Gasoline #Propane #Diesel
Despite minimal long-term growth in 🇺🇸U.S. ⛽️#gasoline demand, #mobility increased in terms of #VMTs) from 2,700 billion VMTs in 2000 to 3,210 in 2022, a yrly rate of almost 1%.
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
January 29, 2025 at 1:02 PM
Despite minimal long-term growth in 🇺🇸U.S. ⛽️#gasoline demand, #mobility increased in terms of #VMTs) from 2,700 billion VMTs in 2000 to 3,210 in 2022, a yrly rate of almost 1%.
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
This implies an efficiency gain from 21 #MPG|s in 2000 to 24 MPG in 2024
#EnergyBsky #OOTT
Since the 2024 election, #crudeoil and 🔵#NaturalGas prices have diverged. After being flat, #Gasoline & #Diesel prices have risen.
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
January 22, 2025 at 3:22 PM
Since the 2024 election, #crudeoil and 🔵#NaturalGas prices have diverged. After being flat, #Gasoline & #Diesel prices have risen.
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
@realdomaldtrump.bsky.social|s campaign commitment to lift #JoeBiden|s #LNG pause ( #LNGPause) was material.
#BskyTwitter #OOTT #ONGT #CrudeOil #NaturalGas
(1/2) 🇺🇸U.S. #sanctions policy against 🇮🇷Iran|s #Petroleum #Exports has varied. W increased $ from exports #Iran is able to send weapons to #Russia and #insurgents
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
December 11, 2024 at 2:16 PM
(1/2) 🇺🇸U.S. #sanctions policy against 🇮🇷Iran|s #Petroleum #Exports has varied. W increased $ from exports #Iran is able to send weapons to #Russia and #insurgents
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
#China has become the dominant buyer of #Iran|s exports
#OOTT #ONGT #EnergyTwitter #EnergySecurity
#CrudeOil
(1/3) #Regulatory #Credits account for a significant share of $TSLA #Tesla|s Gross Profits, varying between 10% and 30%
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
November 20, 2024 at 2:25 PM
(1/3) #Regulatory #Credits account for a significant share of $TSLA #Tesla|s Gross Profits, varying between 10% and 30%
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm
#EVs @Tesla @Rivian @LucidMotors
$LCID $RIVN $GM $F $TM $STLA
@evgonetwork @ChargePointnet @ElectrifyAm