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IEEFA produces objective, evidence-based research on financial markets and the acceleration of the global energy transition.
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IEEFA: Wild price swings fail to satisfy either oil and gas industry or consumers
Analysis
IEEFA: Short-term oil and gas gains likely to be replaced by long-term productivity pain
Analysis
IEEFA: The Goldilocks predicament: For oil and gas, there are no “just right” prices
Analysis
IEEFA U.S.: Booming U.S. natural gas exports fuel high prices
Analysis
Has the Bakken peaked?
Report
IEEFA: Canada ban on shipping coal would equal scrapping as many as 3 million cars
Analysis
Spiking coal prices: Don’t blame the energy transition
Analysis
Despite hype, Tellurian's LNG plans face an uphill battle
Report
ExxonMobil's U.S. upstream results underwhelm again
Report
IEEFA U.S.: Prices are up—but the oil industry’s return is more complicated
Analysis
IEEFA: ExxonMobil investors need to drill deeper to find the truth
Analysis
ExxonMobil: Permian leader or just another fracker?
Report
IEEFA: New U.S. LNG export projects face quartet of stiff headwinds
Analysis
IEEFA: ExxonMobil reserve portfolio posts small quarterly return despite price increases
Analysis
In a tumultuous 2020, shale firms slashed capex to generate cash
Report
