Doug Hengel

Geopolitics of Energy. All things Italy. Wine a bit, you'll feel better!

[Doug Hengel @DougHengel54]

Good thread on US-Saudi Nuclear Deal. Concerning if IAEA role is reduced/limited.

[Richard Nephew @RichardMNephew]

A few initial thoughts on "Saudis Reach Deal With U.S. That Could Let Them Enrich Nuclear Fuel" 1/10 https://t.co/8gAVtc7sw0

[Doug Hengel @DougHengel54]

@bencahillenergy Agreed. Another thing I need to add to my Geopolitics of Energy class this fall.

[Tom Kloza @TomKloza]

We need new fonts in MS Word. I suggest "Sarcastica" for obvious reasons, as well as Times New Roman Pissed.

[Daniel Yergin @DanielYergin]

LNG is poised to be US’ 2nd largest net-export industry in next 5 years. Our new @EnergySPG study: LNG exports to support 555,000 jobs per yr and add $1.4 trillion to GDP by 2040. Meanwhile, domestic gas prices remain among lowest in the world. Read here: https://t.co/LfsM7GQA28

[Michael Stoppard @MStoppard]

For 15+ years I have watched as expectations for US shale gas are adjusted up and up, again and again. And all while Henry Hub prices stay low. The scale and productivity is hard to comprehend and communicate. Bet against US shale at your peril. shale #lng https://t.co/iI80sI2Jbz

[Doug Hengel @DougHengel54]

Pour Your Heart Out https://t.co/6QWbELEgcl

[LNG Global @lngglobal]

Glenfarne today announced that Texas LNG its subsidiary developing the Texas LNG export terminal at the Port of Brownsville, has provided the project’s Engineering, Procurement, and Construction Contractor, Kiewit with a Limited Notice to Proceed. https://t.co/xgRJ8ke4qd

[Historic Vids @historyinmemes]

Union and Confederate veterans shake hands during the 50th anniversary reunion at Gettysburg, 1913.

Fifty years after the Battle of Gettysburg, thousands of aging Civil War veterans returned to the Pennsylvania battlefield where they had once fought as young soldiers. The 1913 Gettysburg Reunion commemorated the battle’s semicentennial and became one of the largest gatherings of Civil War veterans ever held. Men who had once faced one another across stone walls, ridges, and open fields reunited as survivors of the conflict that had transformed the United States.

Veterans were housed in a sprawling temporary camp near the battlefield, and many were now in their seventies or eighties. They revisited landmarks such as Cemetery Ridge, Little Round Top, and the site of Pickett’s Charge, where some of the war’s fiercest fighting had taken place in July 1863.

One of the reunion’s defining moments came during a ceremonial reenactment of Pickett’s Charge, when surviving Confederate veterans crossed the field and were greeted by Union veterans with handshakes instead of gunfire. More than 50,000 veterans attended the event, and the widely photographed gestures of reconciliation became enduring symbols of national reunion, even as many of the war’s underlying issues and legacies remained unresolved.

[Richard Meyer @RichardMeyerDC]

Natural gas is on track to become the #1 source of U.S. energy

[Richard Meyer @RichardMeyerDC]

The U.S. is blessed with abundant natural gas resources, which continue to grow due to technological innovation. Glad to see the Potential Gas Committee's work on natural gas resources cited in the Cembalest paper.

[Doug Hengel @DougHengel54]

@RichardMNephew And Iranian oil can now come to the US?

[Doug Hengel @DougHengel54]

@HistoryWJacob And the house where he wrote the book is a great place to visit.

[Doug Hengel @DougHengel54]

@laurnorman Frozen Conflict

[Doug Hengel @DougHengel54]

@JavierBlas So far...

[American Energy Policy Center @EnergyMattersUS]

Harnessing U.S. shale fundamentally transformed the global energy landscape and diminished the influence of exporters like Russia and Saudi Arabia.

With U.S. producers responsible for most of the growth in global oil supply over the past 15 years, America has benefited from record energy exports and greater resilience against energy shocks.

Learn more (chart via @Reuters): https://t.co/OCrvQMx3Hj

[Doug Hengel @DougHengel54]

Like how we got the JCPOA done, no?

[Danny (Dennis) Citrinowicz ,داني سيترينوفيتش @citrinowicz]

Conditions for a Successful Nuclear Negotiation with Iran

Direct negotiations. Direct U.S.-Iran engagement remains the most effective mechanism for resolving disputes, avoiding misunderstandings, and accelerating decision-making.

Continuity in talks. Negotiations should proceed without prolonged interruptions that allow political pressures, regional crises, or mistrust to derail progress.

A singular focus on the nuclear issue. The negotiating team should remain focused on the nuclear file rather than attempting to simultaneously address unrelated issues like missiles or proxy support.

Avoid linkage to other geopolitical dossiers. The talks should not become entangled with discussions on Lebanon, Gaza, Yemen, or other regional and global crises.

Integration of subject-matter experts. Technical experts must be an integral part of the negotiating process, not merely advisors operating on the sidelines.

Deep understanding of Iranian positions. Successful negotiations require a sophisticated understanding of Iran’s strategic interests, red lines, and negotiating culture.

Full involvement of the IAEA. The International Atomic Energy Agency should play a central role throughout the negotiation process and in the design of any verification framework.

Coordination with China and Russia, alongside consultation with Gulf partners. China, in particular, has significant leverage given Iran’s economic dependence on Beijing. At the same time, Gulf states should be kept informed and engaged throughout the process.

Sanctions expertise at the negotiating table. Any sustainable agreement requires a clear understanding of what sanctions relief can realistically be offered and implemented.

Clearly defined negotiating parameters. U.S. negotiators should enter talks with well-defined minimum and maximum objectives while understanding the realistic limits of Iranian flexibility.

A comprehensive agenda. Negotiations cannot focus solely on enrichment levels or uranium stockpiles. They must also address advanced centrifuges, stockpile accumulation, weaponization-related activities (including issues covered under Section T), and the number, location, and purpose of nuclear facilities.

Recognition of Iran’s right to enrichment. Whether politically convenient or not, no durable agreement is likely to emerge without acknowledging some form of Iranian enrichment capability under strict limitations and verification.

Defining a successful agreement. A strong agreement would significantly extend Iran’s breakout timeline, remove or dilute existing enriched uranium stockpiles, place long-term restrictions on uranium accumulation and advanced centrifuge deployment, establish intrusive verification measures, including surprise inspections and strengthen oversight of weaponization-related activities and dual-use technologies.

Realistic timelines. A comprehensive agreement will likely require more than 60 days. The complexity of the nuclear file makes a narrowly focused or rushed agreement difficult to sustain.

Leveraging Israeli expertise. Israeli intelligence and technical expertise can provide valuable insights into Iran’s nuclear program and strategic thinking, even when Washington and Jerusalem may differ on broader policy approaches.

Bottom line: Successful diplomacy with Iran on the nuclear issue, requires technical rigor, strategic patience, realistic objectives, and a verification regime capable of providing confidence not only to Washington, but also to regional partners and the broader international community.

#IranWar‌

[Tommy Beer @TommyBeer]

Dude

[Tommy Beer @TommyBeer]

Hand of God field goal

[Emmanuel Macron @EmmanuelMacron]

The Patrouille de France flying over the Statue of Liberty today. What a symbol. 250 years of shared history.

[RBN Energy (A Novi Labs Company) @RBNEnergy]

The U.S. is at the tail end of an incredible wave of LNG expansion that has so far seen nine new projects across seven terminals reach a final investment decision in a little over a year. Today, we take a closer look at the Commonwealth LNG project and what comes next for U.S. LNG development.

https://t.co/JnGnZY5ulA