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ExxonMobil’s prodigal reserves return: Company rebooks 3.2 billion barrels of previously de-booked Canadian oil sands reserves
ExxonMobil’s recent 10K filing for 2018 shows it has rebooked 3.2 billion barrels of Canadian oil sands reserves, increasing its worldwide reserves from 21.2 billion barrels in 2017 to 24.3 billion barrels in 2018, a 13% increase.
March 01, 2019
Tom Sanzillo, Kathy Hipple
Report
Leczna IGCC Project: High costs and unreliable operations can be expected
A proposed gasified-coal-fired power project at Łęczna in Poland risks high build costs and unreliable operation, given real-world experience of similar technology in the United States.
September 01, 2018
David Schlissel, Gerard Wynn
Report
Significant financial risks confront Teck's Frontier Oil Sands Mine Project
Neither oil price increases nor production cost declines for the project are likely to be sufficient to improve its financial prospects.
August 01, 2018
Tom Sanzillo
Report
Canada's folly
Canada could see its budget deficit grow by more than a third with the national government’s purchase of the Trans Mountain Pipeline from Houston-based Kinder Morgan.
June 01, 2018
Tom Sanzillo, Kathy Hipple
Report
ExxonMobil’s climate risk report defective and unresponsive
Institutional-investor coalitions and shareholder-advocacy groups are deciding their next steps in the push for changes to ExxonMobil’s board as a result of the company’s weak recent climate-risk report.
March 01, 2018
Kathy Hipple, Tom Sanzillo
Report
Using coal gasification to generate electricity: A multibillion-dollar failure
Coal-to-gasification technology for electricity-generation purposes remains commercially unviable.
September 01, 2017
David Schlissel
Report
ExxonMobil investor note
This investor memo questions whether ExxonMobil has appropriately accounted for its recent write-off of billions of barrels of Canadian oil sands assets.
April 17, 2017
Tom Sanzillo
Report
China Shenhua Energy Company-key details from, 2006 interim results apply titled “coal supply-side reform”
China Shenhua Energy Company offers useful insights into the status of the coal and electricity sectors in China.
September 01, 2016
Tim Buckley
Report
The economic case for LNG in Asia is crumbling
Unaffordable Prices Expected to Slow LNG Demand Growth in Key Markets
August 15, 2022
Sam Reynolds
Report
Queensland Competition Authority should exit Dalrymple Bay Coal Terminal pricing regulation
The Queensland Competition Authority’s (QCA) massive ‘overnight’ increase in Dalrymple Bay Coal Terminal’s remediation provision costs from $433 to $850 million highlights a very serious regulatory issue.
May 01, 2021
Owen Evans
Report
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