Active rigs: 45.
Peter Zeihan newsletter.
WTI: $64.87.
Natural gas: $2.382.
Tuesday, March 21, 2023: 72 for the month; 234 for the quarter, 234 for the year
39161, conf, Resonance Exploration, Resonance Siverston 4-26H,
39105, conf, Kraken, Rose 16-21 2H,
38648, conf, Neptune Operating, Heen S 152-104-5-17-1H,
38443, conf, Hess, EN-Sable-157-93-3534H-2,
37645, conf, BR, Tailgunner 2A TFH,
Monday, March 20, 2023: 67 for the month; 229 for the quarter, 229 for the year
39164, conf, CLR, Micahlucas 13-5HSL,
38654, conf, Oasis, Ramirez 5196 42-32 4B,
38321, conf, Whiting, Braaflat 11-11HU,
37646, conf, BR, Tailgunner 1B MBH,
Sunday, March 19, 2023: 63 for the month; 225 for the quarter, 225 for the year
39163, conf, CLR, Micahlucas 12-5H1,
38841, conf, Neptune Operating, Heen S 152-104-5-17-2H,
37647, conf, BR, Tailgunner 2C TFH,
37569, conf, Iron Oil Operating, Antelope 3-31-30H,
39162, conf, CLR, Micahlucas 11-5H,
38655, conf, Oasis, Ramirez 5196 42-32 3B,
37648, conf, BR, Tailgunner 2D MBH,
RBN Energy: gas pipeline projects targeting southeastern Louisiana LNG export demand, part 3.
Hardly a day goes by without news related to U.S. LNG export capacity expansions, whether it’s upstream supply deals, offtake agreements or liquefaction capacity announcements. One project is nearing commercialization, another five are under construction and due for completion in the next few years, still others are fully or almost-fully subscribed and will be officially sanctioned any day now, and the announcements keep coming. Just days ago, Venture Global reached a final investment decision (FID) for the second phase of its Plaquemines LNG project. With export development accelerating in the coming years, more natural gas pipeline capacity will be needed, particularly for moving gas supply to the Louisiana coast, where the bulk of the new capacity will be sited. In today’s RBN blog, we continue our series highlighting the pipeline expansions targeting LNG export demand, this time focusing on projects moving gas to southeastern Louisiana, including those designed to deliver feedgas to Venture Global’s under-construction Plaquemines LNG project.
RBN Energy: how will EPA's plan for year-round E15 sales in eight states play out?
At first glance, the Environmental Protection Agency’s (EPA) proposal to facilitate increased sales of E15 — an 85/15 blend of gasoline blendstock and ethanol — by putting it on the same summertime regulatory footing as commonly available E10 in eight Midwest/Great Plains states might seem like a boon to corn farmers and ethanol producers. But as we discuss in today’s RBN blog, there are a number of economic, practical and even psychological barriers to broadened public access to — and use of — E15 that go well beyond the specific regulatory issue the EPA proposal addresses. As a result, as we see it, EPA’s plan is unlikely to boost E15 demand in any meaningful way, at least for now.
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