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yagelski.com
KEN YAGELSKI
@yagelski.com
37 followers 35 following 91 posts
Energy Policy, Sustainability, Supply Strategy, and Operations.
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yagelski.com
Geothermal energy holds real promise, but it also faces serious limitations especially when it comes to geography. These resources currently struggle to compete with incredibly cheap and clean natural gas.
#energy #power #geothermal #natgas #policy
www.oaoa.com/local-news/p...
May 17, 2025 at 2:09 PM
yagelski.com
Natural gas powered data centers allows us to benefit from AI without undermining sustainability. Gas is an ideal partner for solar and wind; it can quickly be dispatched when the sun goes down or wind stops blowing.
#energy #power #natgas #ai #policy
www.fastcompany.com/91326165/nat...
May 17, 2025 at 1:45 PM
yagelski.com
The natural gas turbine market might have trouble satisfying strong demand in the next 15 years due to manufacturing constraints, rising costs and competition from renewables.
#energy #power #natgas #turbine #policy
pgjonline.com/news/2025/ma...
May 17, 2025 at 1:37 PM
yagelski.com
Asian spot LNG prices rose for second week amid uptick in demand following 90-day tariff truce between US and China during trade talks.
#energy #power #natgas #lng #import #export #policy
www.reuters.com/markets/comm...
May 17, 2025 at 1:20 PM
yagelski.com
If you're involved in the natural gas industry, you should really attend the LDC Gas Forums. Join me in Boston in June!
#ldcgasforums #LDCNE25 #NortheastForum #LDCGasForumNortheast #NE25 #energystrong #naturalgas #energy #pipelines #AIDataCenters #AIDemand
www.ldcgasforums.com/ne/
May 17, 2025 at 1:07 PM
yagelski.com
Williams announces new project, Transco’s Power Express pipeline. The 950 MMcf/d expansion of existing infrastructure to markets north of Station 165 will help to serve the power-hungry Virginia area.
#energy #power #natgas #pipeline #policy
www.williams.com/2025/05/08/i...
May 11, 2025 at 5:18 PM
yagelski.com
EU can live without Russia's LNG. European Commission's long-awaited roadmap to phase out imports of Russian fossil fuels will impose a series of financial implications for its member states.
#energy #power #natgas #lng #import #export #policy
www.upstreamonline.com/opinion/eu-c...
May 11, 2025 at 5:09 PM
yagelski.com
U.S. Gulf Coast may be sitting on more undiscovered oil and gas than we thought. According to USGS, the Hosston and Travis Peak formations could yield as much as 28 million bbl of oil and nearly 36 tcf of natural gas.
#energy #power #natgas #oil #policy
www.chron.com/gulf-coast/a...
May 11, 2025 at 4:52 PM
yagelski.com
Copper prices are at record highs, up about 30% this year. Copper is critical to energy infrastructure, and demand is expected to keep growing as the development of AI technology puts more strain on data centers and the energy grid.
#energy #power #policy
finance-commerce.com/2025/03/risi...
March 30, 2025 at 6:46 PM
yagelski.com
A perfect storm of permitting delays, transmission bottlenecks, siting disputes, and regulatory gridlock threatens to stall the clean energy buildout, just as data centers and AI are driving unprecedented demand for electricity.
#energy #power #policy
broadbandbreakfast.com/panelists-wa...
March 30, 2025 at 6:17 PM
yagelski.com
Depleted natural gas storage inventories due to coldest winter in six years and increased LNG exports have driven forward prices above $4 per MMBtu, prompting U.S. producers to increase output after months of curtailments.
#energy #power #natgas #policy
oilprice.com/Energy/Energ...
March 30, 2025 at 5:51 PM
yagelski.com
Energy efficiency doesn’t require electrification, and policymakers must avoid falsely conflating the two or risk harming efforts to reduce emissions affordably. Must recognize synergy between direct-use natural gas and renewables.
#energy #power #policy
www.aga.org/beyond-the-b...
March 30, 2025 at 5:39 PM
yagelski.com
April natural gas prices fell last week after EIA reported storage inventory rose more than expected. Also, warmer-than-normal weather is forecast across the U.S. for the rest of this month, reducing heating demand for natural gas.
#energy #power #natgas
www.nasdaq.com/articles/nat...
March 23, 2025 at 1:01 PM
yagelski.com
U.S. natural gas pipeline projects in 2024 increased capacity by approximately 6.5 Bcf/d in the Appalachia, Haynesville, Permian, and Eagle Ford regions. These pipelines serve Mid-Atlantic and Gulf Coast markets.
#energy #power #natgas #policy
www.eia.gov/todayinenerg...
March 23, 2025 at 12:56 PM
yagelski.com
Natural gas flows to U.S. LNG export terminals have risen to an average of 15.7 bcfd so far in March, up from a record 15.6 bcfd in February, as new units at Plaquemines LNG export terminal enter service.
#energy #power #natgas #lng #export #import #policy
www.reuters.com/business/ene...
March 23, 2025 at 12:44 PM
yagelski.com
After a decade of flat electricity consumption, surging power demand has prompted utilities to prolong lives of coal plants. Still, it will be natural gas – not coal – that is likely to be the biggest winner of the AI boom.
#energy #power #natgas #policy
oilprice.com/Energy/Natur...
March 23, 2025 at 12:26 PM
yagelski.com
U.S. natural gas prices fell 6.7% this week as warming temperatures trimmed the expected storage deficit. Weather will be important this spring due to tighter year-over-year supplies. Wildcard is how U.S. producers respond.
#energy #power #natgas #economy
www.msn.com/en-us/money/...
March 16, 2025 at 1:47 PM
yagelski.com
Fossil fuel production doesn't mean an end to energy transition. A security-driven transition moves faster than a climate one. Security, affordability, and environment—when those three get out of line, you get into problems.
#energy #power #economy #policy
www.theglobeandmail.com/business/art...
March 16, 2025 at 1:28 PM
yagelski.com
MA Gov Healey remains a staunch opponent of natural gas as new poll indicates Bay Staters prefer the energy source over renewables and as feds aim to revive pipeline project that could lower utility costs by $1 billion.
#energy #power #economy #policy
www.bostonherald.com/2025/03/15/h...
March 16, 2025 at 12:13 PM
yagelski.com
U.S. oil and gas industry employed 2,055,516 people in 2024, an increase of 10,694 compared to 2023. They earned an average wage of $81,808. Natural Gas Extraction workers earned an annual average of $176,800.
#energy #power #natgas #oil #jobs #economy
www.rigzone.com/news/how_man...
March 9, 2025 at 2:11 PM
yagelski.com
Recent cold snap resulted in 4th largest withdrawal from U.S. natural gas storage. January withdrawals were nearly 1 Tcf. Inventories are 4% below previous five-year average after being 6% above at the start of the heating season.
#energy #power #natgas
www.eia.gov/todayinenerg...
March 9, 2025 at 1:59 PM
yagelski.com
Dominion Energy asks Virginia officials to approve a new 1 GW natural gas-fired power plant (Chesterfield Energy Reliability Center) as they seek to add more generation capacity to serve surging demand from data centers.
#energy #power #natgas #policy
www.powermag.com/dominion-see...
March 9, 2025 at 1:44 PM
yagelski.com
Slowing natural gas production last year, depleted inventories from a cold winter, and record flows to LNG exports have pushed U.S. prices above $4 per MMBtu and set the stage for a rebound in U.S. gas output.
#energy #power #natgas #lng #economy #policy
oilprice.com/Energy/Energ...
March 9, 2025 at 1:27 PM
yagelski.com
In a reversal, plans for natural gas power are growing. Industry is turning to natural gas for cheap and reliable source of power, raising prospect that gas-fired power will play bigger role for a longer period than many anticipated.
#energy #power #natgas
www.businessreport.com/article/in-a...
March 1, 2025 at 2:13 PM
yagelski.com
U.S. oil and natural gas output set records in December - U.S. Energy Information Administration. Natural gas production in the Lower 48 states rose by 2.0% in December to a record 118.5 billion cubic feet per day.
#energy #power #natgas #economy #policy
www.reuters.com/business/ene...
March 1, 2025 at 1:59 PM