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 Not Convinced U.S. Gas- and Oil-Drillers Are A Good Bet

S&P Global Market Intelligence ($): Investors are taking a wait-and-see attitude toward the stocks of the top U.S. shale oil and gas drillers and are unsure if those companies will keep spending under control as the price of oil goes higher, analysts said. Nearly half of the 22 shale oil and gas drillers in an […]

April 12, 2018 Read More →

Huge Pipeline Investments Needed to Continue Shale Boom, Analyst Says

Bloomberg: Bottlenecks on the U.S. natural gas super highway are starting to stack up, raising concerns about whether infrastructure can be built fast enough to meet surging supplies. Gas output will expand by 24 billion cubic feet, or 32 percent, through 2025 from last year, according to U.S. Energy Information Administration estimates. To support that […]

April 12, 2018 Read More →

New Zealand Moves to Halt New Offshore Oil and Gas Exploration

Reuters: WELLINGTON—New Zealand said on Thursday it would not grant any new permits for offshore oil and gas exploration, taking the industry by surprise with a decision that it said would push investment overseas. The center-left Labour-led government said the move would not affect the country’s 22 existing exploration permits, and any oil and gas […]

April 12, 2018 Read More →

In ‘Attack on Shareholder Rights,’ SEC Seeks to Sideline Activist Investors

Washington Post: Shareholders battling corporate management over everything from greenhouse gas emissions to discrimination to wasteful K-Cups are finding it more difficult to put their proposed proxy resolutions to votes as a result of new guidance issued by the Securities and Exchange Commission. The SEC has widened the definition of “micromanaging” and business relevance, and […]

April 9, 2018 Read More →

Activist Shareholders ‘Try to Wake Up’ Underperforming Oil and Gas Sector

Wall Street Journal: A private-equity firm with a large stake in Houston explorer Carrizo Oil & Gas Inc. is calling on the company to sell assets or combine with a rival, the latest sign that activist investors are focusing more on the energy sector. Kimmeridge Energy Management Co. has built up an 8.1% stake in […]

April 6, 2018 Read More →

Report: International Energy Agency’s Forecasts Are Misguided and Shaped by Conflicts of Interest

PV Magazine: In a new report, Oil Change International and the Institute for Energy Economics and Financial Analysis (IEEFA) have taken the International Energy Agency (IEA) to task for misleading governments on climate policy through its energy forecasts. Although it has not failed to underline the importance of the rapidly falling costs of renewables, labeling […]

April 6, 2018 Read More →

Commentary: Renewables Offer Michigan a Stronger Energy Economy Than Natural Gas Development Does

Detroit News: Michigan regulators will soon decide whether to give DTE Energy the green light to build a new, billion-dollar natural gas plant in St. Clair County. This comes at a time when Michigan’s clean energy sector is stronger than ever, supporting more than 92,000 jobs across the state. Instead of clinging to fuels of […]

April 2, 2018 Read More →

Pipeline Stocks Tank After U.S. Tax Break Is Rescinded

Bloomberg News: Pipeline stocks plunged after federal regulators ruled that master-limited partnerships can no longer receive a credit for income taxes they don’t pay. Williams Cos. was the biggest decliner in the S&P 500 Index, dropping as much as 12 percent, while the Alerian MLP Index, which tracks 40 partnerships, had its worst day in […]

March 16, 2018 Read More →

Schwarzenegger Takes a Tobacco-War Approach in New Legal Strategy to Force Oil Industry Responsibility

Politico: Arnold Schwarzenegger’s next mission: taking oil companies to court “for knowingly killing people all over the world.” The former California governor and global environmental activist announced the move Sunday at a live recording of POLITICO’s Off Message podcast here at the SXSW festival, revealing that he’s in talks with several private law firms and […]

March 13, 2018 Read More →

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 →