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

IEEFA Webinar: U.S. Coal: More Market Erosion is on the Way (Feb 6, 2 pm. ET)

The Institute for Energy Economics and Financial Analysis will host a webinar on Tuesday, February 6 (2 pm. ET) to provide an in-depth look at IEEFA’s 2018 Coal Outlook.

David Schlissel, IEEFA director of resource planning analysis, and Tom Sanzillo, IEEFA director of finance, will examine market forces causing a structural decline in the U.S. coal industry that will persist into 2018. The report—“U.S. Coal: More Market Erosion Is on the Way”—details how competition from cheap natural gas, the growing uptake of solar- and wind-powered generation, […]

February 2, 2018 Read More →

Report: Natural Gas and Renewables Will Account for All Generation-Capacity Additions in the U.S. This Year

S&P Global Market Intelligence: 2018 will see 42,499 MW of net generation capacity added to the U.S. electric grid, according to S&P Global Market Intelligence data. As of Jan. 10, 11,573 MW of operating capacity was scheduled to retire in 2018, while units expected to come online in 2018 totaled 54,072 MW. Another 2,686 MW […]

January 30, 2018 Read More →

Pipelines Say They See Benefits in Expanding Existing Assets

Some of North America’s biggest new pipeline projects are already in the ground. As environmentalists and local activists make it extraordinarily difficult to build new oil and gas lines, energy companies are working around the opposition by supersizing old pipes that already crisscross parts of the continent. Executives at some of the biggest pipeline operators […]

January 18, 2018 Read More →

Tampa Electric to Convert Big Bend Coal Plant

Tampa Bay Times: The parent company of Tampa Electric plans to seek regulatory approval to convert its Big Bend power plant, the site of an industrial accident that killed five workers last year, from coal to natural gas, a top executive said Friday. If approved, the full conversion would cost an estimated $1 billion and […]

January 17, 2018 Read More →

EIA: Coal Continues To Lose Market Share To Natural Gas

The Washington Post: Just a day after federal regulators nixed a major Trump administration proposal to shore up the struggling coal industry, the nation’s top energy forecaster predicted continuing, slow declines in U.S. coal production and in the burning of coal for electricity in 2018 and 2019, thanks to cheap natural gas and coal plant retirements. The […]

January 10, 2018 Read More →

Natural Gas, Plant Closures To Challenge Coal In 2018

SNL: The coal sector found some balance in 2017 and hopes for a stable 2018, but another round of plant retirements and new natural gas facilities in the pipeline threatens to further diminish the industry’s domestic customer base in the coming months. The sector remains in secular decline despite a slight correction in markets as […]

January 5, 2018 Read More →

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 →