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Shell’s latest LNG outlook underestimates barriers to …
Shell’s 2024 Liquefied Natural Gas (LNG) Outlook proves … due to its high costs compared to other energy sources. Shell is banking on China’s industrial decarbonization to …
February 20, 2024
Sam Reynolds, Christopher Doleman
Insights
Shell acknowledges $14 billion price tag for petrochemical …
Construction costs for Shell’s petrochemical plant in Pennsylvania were more than …
February 08, 2024
Abhishek Sinha, Tom Sanzillo, Suzanne Mattei...
Analysis
Shell's Pennsylvania petrochemical complex: Financial risks …
Complex is likely to be less profitable than expected and face an extended period of financial distress.
June 04, 2020
Tom Sanzillo, Kathy Hipple
Report
IEEFA U.S.: Shell Pennsylvania likely to be last hurrah for big …
Shell Pennsylvania likely to be last hurrah for big …
March 01, 2022
Tom Sanzillo
Analysis
Three reasons the U.S. LNG pause does not threaten South Korea’s energy security and transition
This commentary highlights the three reasons why the recent U.S. LNG export pause does not threaten South Korea’s energy security and transition goals — especially as LNG’s role in the energy transition is diminishing.
February 21, 2024
Michelle (Chaewon) Kim
Analysis
Comments to the Treasury Department regarding 45V credit for clean hydrogen
IEEFA comments focus on the need for oversight of compliance with the eligibility requirements for credits pursuant to Section 45V and for transparency in the use of government funds.
February 26, 2024
Anika Juhn
Public Comment
Oil supermajors’ trajectory towards renewables needs to scale up and speed up
Even though the oil supermajors are shifting towards renewables, they need to have new ambitious goals to be net zero carbon emitters by 2050.
July 24, 2020
Clark Butler
Report
Major oil companies’ ongoing struggle to pay shareholders out of cash flows from operations accelerates in dismal second quarter
Supermajors ExxonMobil, Royal Dutch Shell (Shell), BP, Chevron and Total spent $16.9 billion more on …
August 01, 2020
Clark Williams-Derry, Tom Sanzillo, Kathy Hipple...
Report
Killing blows for Driftwood LNG?
The Driftwood LNG project suffered twin setbacks last week, further weakening the prospects for a proposed LNG export project that has waited six years for a green light.
September 30, 2022
Clark Williams-Derry
Analysis
Louisiana court reinstates Formosa plant permit, but financial outlook still bleak
The court ruling rejecting community concerns about toxic air pollution and environmental racial discrimination does not change market forces.
January 24, 2024
Tom Sanzillo
Analysis
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