North American Energy Revolution

Observations

• The center of gravity for fossil fuel has clearly moved from the Mideast and Russia to North America, June 26, 2016

Commentaries

• The future of the Brent / WTI spread, December 28, 2015
• PJM: the chickens in the president's war on coal are coming home to roost, May 27, 2014
• Welcome Back, Big Oil -- WSJ, May 19, 2014 -- entire fourth section of the Journal
• Meredith Whitney, 2013: the US is changing from a services country to an energy/manufacturing country. It should be noted that the MDW called this story on May 22, 2013; the "Meredith" story appeared June 4, 2013
• US tight oil could reshape energy geopolitics, June 12, 2013

US

• January 1, 2016: ban on US crude exports lifted; first ship sails, December 31, 2015
• The North American energy revolution is for real -- April 9, 2014
• Why the skeptics are wrong, London -- October 16, 2013
• US is world's #1 energy producer, surpassing Russia -- October 3, 2013
• US crude production surpasses imports for first time since 1997, EIA data shows: 7.3 mil b/d last week, compared to 7.268 mil b/d in imports -- June 5, 2013
• The Central Corridor, Meredith Whitney -- June 6, 2013 
• US to become global leader in LNG exports -- December 5, 2021
  

Canada

• Grim report: May 23, 2013.
  

Mexico

• Mexico will be more than a junior partner

The Bakken

• The Minneapolis Federal Reserve Bank, February 17, 2014

Marcellus/Utica

• Reserves updated; staggering
• Production forecasts for natural gas in the Appalachian Marcellus shale have doubled from 7 bcf/d to 14 bcf/d in less than two years. As a result northeast demand for natural gas will be almost entirely met from local production in coming years. Significant re-plumbing of the US natural gas pipeline distribution system will be needed and in many cases has already commenced. Today we review accelerating changes to US gas flows. - RBN Energy, May 22, 2013 
• XOM more than doubles its acreage in the Marcellus. -- May 25, 2013

Barnett

• Barnett natural gas shale reserves twice as large as originally estimated  

Permian

• RBN Energy update on the Permian, May 19, 2014
• The Permian is going to be bigger than anyone imagined; perhaps bigger than the Bakken. -- October 8, 2013

Ramblings

• October 16, 2013