Powering the Planet

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Justin Mikulka

Cover art for "Do Androids Dream of Electric Sheep"

Do Androids Dream of Electric Sheep...Or Just Lie About It?

Due to my obsession with energy markets I get the occasional question from investors. This week I was asked about the AI results on Google for queries about what price of oil Exxon needed to be profitable. I think it’s becoming clear to most rational people that the whole

LNG tanker being loaded for export

Methane Insanity

We’ve been warned of inconvenient truths. A movie was made about society’s unspoken agreement to ignore science and reality and the current U.S. regime is making that movie’s head-in-the-sand approach of science denial official policy. Meanwhile, the very real impacts of our changing climate are becoming

Permian gas distribution infrastructure

The Pivot and the Plague

I’ve been researching and writing about the shale oil and gas industry for over 10 years now. For much of that time I’ve seen the U.S. shale industry treat gas (aka methane) as a waste product. In the Bakken they were flaring and venting up to 25%

LNG tanker loading in Louisiana

LNG: The India Question

The global LNG industry has an economics problem. The main use for LNG (liquefied natural gas) is to burn it to generate electricity. However, there are lots of ways to make electricity these days and importing LNG to then burn it to power gas turbines is currently one of the

Clean energy growth is powering the West Texas oil industry. Wind turbines tower over an oil pump jack

The Oil Industry’s Big Bluff

In a recent Wall Street Week video report on oil industry methane emissions there was a great insight into what the oil industry plans to do when it comes to environmental liabilities and the world in general. After hearing how there was potential to plug old oil and gas wells

Venture Global's Calcasieu Pass LNG export facility

Adventures in LNG Investing

LNG investors learning hard lessons about the major economic challenges facing US LNG exporters.

Image: Do not harm my children

THE HARMS OF US LNG – FROM CALCASIEU PASS TO PUERTO LIBERTAD

The U.S. is working hard to get the rest of the world hooked on expensive and dirty liquefied natural gas (LNG) and is getting plenty of help from the banking system in other countries like Japan. The example I will focus on today is the proposed Mexico Pacific LNG