Natural Gas

IEEFA Research

IEEFA Update: As Australia Fights a Domestic Gas Shortage, New Export Plants Are at Risk of Closure

IEEFA Update: As Australia Fights a Domestic Gas Shortage, New Export Plants Are at Risk of Closure

‘Fiddling Around and Allowing the Cartels to Fleece Consumers’

nJune 5, 2017 (IEEFA.org) – The Institute for Energy Economics and Financial Analysis today published a report detailing how a complex of expensive new liquefied natural gas plants on the east coast of Australia are struggling to stay open in the face of a global gas glut. The report—“Australia’s Export LNG Plants at Gladstone: The […]

IEEFA Analysis: The Economic Frailties and Rickety Finances Behind the Dakota Access Pipeline

IEEFA Analysis: The Economic Frailties and Rickety Finances Behind the Dakota Access Pipeline

Shippers Are in a Position Now to Renegotiate Contracts; Oil Prices Have Tanked Since Deals Were Signed; Long-Term Outlook for Project is Deeply Uncertain

Construction of the Dakota Access Pipeline has sparked considerable public controversy, bringing national attention to issues that include tribal sovereignty and risks to drinking water. Less publicized are the project’s financial weaknesses, and the fact the pipeline may represent a substantial overbuilding of the Bakken’s oil-transport infrastructure. The report that we released today in partnership […]

November 16, 2016 Read More →
IEEFA ‘Pipe Dream’ Report Questions Rationale for North East Gas Interconnector in Australia

IEEFA ‘Pipe Dream’ Report Questions Rationale for North East Gas Interconnector in Australia

A Financially Weak Pipeline Project Hampered by a Global Glut in Liquefied Natural Gas

We’re publishing a report today questioning the economics and financial footing of the proposed $800 million North East Gas Interconnector (NEGI) in Australia. The report—“Pipe Dreams: A Financial Analysis of the Northern Gas Pipeline”—also examines the implications of awarding an unregulated monopoly over the pipeline to Jemena, a Singaporean and Chinese government-owned company, via State […]

Two Pipeline Expansion Projects in Appalachia Indicate a Rush Toward Overbuilding

Two Pipeline Expansion Projects in Appalachia Indicate a Rush Toward Overbuilding

Mountain Valley and Atlantic Coast Pipelines Pose Risk to Ratepayers, Communities, and Investors

We’ve published a report today that concludes that two natural gas pipelines proposed for construction from West Virginia into Virginia and North Carolina are indicative of a rush toward industry overbuilding. The study, “Risks Associated With Natural Gas Pipeline Expansion Across Appalachia,” examines the proposed Mountain Valley Pipeline, which would traverse West Virginia into eastern […]

April 27, 2016 Read More →

More News and Commentary

Investors Grow Weary of U.S. Shale Losses

Wall Street Journal: Twelve major shareholders in U.S. shale-oil-and-gas producers met this September in a Midtown Manhattan high-rise with a view of Times Square to discuss a common goal, getting those frackers to make money for a change. In the months since, shareholders have put the screws to shale executives in ways that are changing […]

December 7, 2017 Read More →

IEEFA Op-Ed: ‘Pension Funds, Sell Your Gas and Oil Stock’

Former Blue-Chip Investments Bear a Greater Resemblance Now to Speculative Holdings

Last month, Norway’s $1 trillion pension fund announced plans to drop oil and gas stocks from its core benchmark stock portfolio. The move was of note because it served as an important acknowledgement by a major institutional investor that such holdings have lost their status as mainstream, blue-chip investments and are now considered speculative. It […]

December 4, 2017 Read More →

Sunday: U.S. Energy Agency ‘Vastly Overstates’ Future Oil and Gas Production

Bloomberg News: There’s no denying that fracking has turned the U.S. into a force in the global oil and gas markets, which has more than a few people abuzz about the prospect of energy independence. But now, researchers at MIT have uncovered one potentially game-changing detail: a flaw in the Energy Department’s official forecast, which […]

December 4, 2017 Read More →

$1 Trillion Norwegian Fund Weighs Dropping Oil and Gas Stocks

Dow Jones: Norway’s sovereign-wealth fund said on Thursday it may stop buying oil and gas stocks, a move that would deprive the energy sector of investment from a $1 trillion asset manager. The Norwegian central bank, which uses the fund to invest the proceeds of the country’s oil industry, said that investing money back into […]

November 16, 2017 Read More →

IEEFA Update: Australia’s National Natural-Gas Scandal

An Oligopoly Profiting at the Expense of Businesses, Households, and Industry

The alleged gas “crisis” in Australia is patently not about supply. It is about systematic abuse by a handful of gas oligarchs to reap giant profits and rig prices. The creation of such a “crisis” is as politically convenient for politicians as it is economically and financially advantageous for the handful of companies running this […]

October 11, 2017 Read More →

Danish Oil and Natural Gas Is Getting Out of Oil and Natural Gas

Wall Street Journal: A company whose name stands for Danish Oil and Natural Gas is getting out of both businesses. Dong Energy Denmark’s majority state-owned energy company, is selling off its last oil and natural-gas fields in a deal expected to close by the end of September. The billion-dollar-plus sale is part of a broader […]

October 2, 2017 Read More →

In Move to Prop Up Coal and Nuclear, Trump Administration Aims to Undermine Gas and Renewables

Utility Dive: The Department of Energy’s proposed rulemaking to cover the costs of baseload coal and nuclear generators could lead to an unraveling of wholesale power markets if adopted by the Federal Energy Regulatory Commission, energy regulators and industry analysts told Utility Dive. “This would blow the market up,” former FERC Chairman Jon Wellinghoff, a […]

October 2, 2017 Read More →

Big Proposed Australian Gas Project Faces a ‘Zero Value’ Problem

The Northern Star (News Corp. Australia): Prime Minister Malcolm Turnbull is playing into the hands of the gas cartel ‘ripping off Australia’ by encouraging the NSW Government to approve a controversial gas project in the state’s north, according to an energy analyst. The Prime Minister’s comments “strongly encouraging” the Berejiklian government to approve the Narrabri […]

September 29, 2017 Read More →

Utility Execs Press for Transition to Gas and Renewables

SNL: Power generators are reiterating plans to move away from coal­fired generation as coal producers continue to participate in a tight supply market. CMS Energy Corp. President and CEO Patricia Poppe noted the utility has reduced its carbon intensity by 30% since 2005, surpassing targets of the Obama administration’s Clean Power Plan, at an event […]

September 27, 2017 Read More →

Renewables to account for 85% of global electricity by 2050

PV Magazine: A new report from DNV GL forecasts a bright future for renewable energy, predicting that by 2050 electricity demand will increase 140% to become the largest form of energy consumed, and that 85% of this electricity will be generated from renewable sources. Industry analysts DNV GL predict that solar will be a leading […]

September 14, 2017 Read More →