Lucian Pugliaresi

President, Energy Policy Research Foundation @eprinc_dc | Formerly: @WhiteHouse (Reagan), @StateDept, @ENERGY, @Interior & @EPA.

[Lucian Pugliaresi @LPugliaresi]

We are excited to announce the launch of @EPRINC_DC report, “A Critical Assessment of the IEA’s Net Zero Scenario, ESG, and the Cessation of Investment in New Oil and Gas Fields.” Link: https://t.co/1kNGgLaGWG

In this report, we’ve assessed the likely economic impact of environmental, social, and governance (ESG) with respect to the production and prices of oil and natural gas. This report takes IEA’s major reports—in particular, Net Zero by 2050: A Roadmap for the Global Energy Sector (May 2021) and World Energy Outlook 2022 (WEO-22; October 2022)—on achieving net zero emissions by 2050. @RupertDarwall @RealClearEnergy

[Lucian Pugliaresi @LPugliaresi]

@EPRINC_DC At some point policymakers should understand one constant; attempting to drive blending above 10% remains a high-cost (for customers) low yield enterprise

[Energy Policy Research Foundation @EPRINC_DC]

At current #RIN costs and mandated #biofuel blend rates, @EPRINCDC|s research shows that the #RFS adds 27 cents to a gallon of transportation fuel. This implies a $52 billion annual U.S. economic cost.

#RenewableFuelStandard #SmallRefineryExemptions
#OOTT #ONGT #Refining #Biofuels #Energy
$MPC $VLO $CVE $PBF
$BG @Cargill @CHSInc @ADMUpdates
@EPA @ENERGY @Interior

[Energy Policy Research Foundation @EPRINC_DC]

#Global #NuclearPower ranked by country operating+mothballed+retired generating capacity.

#EnergyTwitter #OOTT #ONGT #EnergyTransition
#Electricity

$CEG $TLN $VST $PNW

[Energy Policy Research Foundation @EPRINC_DC]

Recently much has been made of the need for #electricity generated by #nuclear power. #France exemplifies how steady #regulatory authority coupled with uniform technology standards prevailed.

#summer generation for July 2025, #NuclearPower accounts for 60 to 80% of intra-day generation with peaks reaching over 44 GWs from a total installed 63 GWs.

$TTE @ENGIEgroup @EDFofficiel @CRE_energie @DirectEnergie

$SMR $OKLO $BWXT $LTBR $DNN

@Interior @ENERGY @EIAgov
@NatResources @HouseCommerce
@EnergyGOP

[Lucian Pugliaresi @LPugliaresi]

@SteveGuest https://t.co/yrle3WwXvd

[Lucian Pugliaresi @LPugliaresi]

@SecretaryWright is 100% correct, he’s probably referring to our work from our Power Vision 2030 project. As the chart shows managing intermittent power can be very costly.

[Lucian Pugliaresi @LPugliaresi]

@SecretaryWright is 100% correct, he’s probably referring to our work from our Power Vision 2030 project. As the chart shows managing intermittent power can be very costly.

[Steve Guest @SteveGuest]

WATCH: Secretary of Energy Chris Wright NUKES CNN for pushing a narrative that renewables were cheaper than oil and gas:

“The Lazard report, of course, is crazy, because they use a thing called ‘Levelized Cost of Energy,’ as if they're delivering the same thing. …When you include the backup cost, it's a huge driver of increased cost. … You make energy expensive. People consume less of it, and your industries will leave, and your voters will be angry.”

[Lucian Pugliaresi @LPugliaresi]

We need 24/7 power and in the near term nat gas is the best solution

[Energy Policy Research Foundation @EPRINC_DC]

Est of yrly contrib of new U.S. #NaturalGas|fired #Power plants to global #GHG|s

@EPA|s 2009 #EndangermentFinding (https://t.co/y1HqcWGg9I) targets #LDV #GHGs. A repeal wd eliminate the judgement & potentially hv cascading effects

@HouseCommerce
#OOTT #ONGT

$CEG $TLN $VST

[Lucian Pugliaresi @LPugliaresi]

@EPRINC_DC @EPA U.S. autos and trucks are not a big contributor to world carbon emissions. Emission reductions from the transportation sector can be achieved at much lower cost, e.g., hybrids. Regulatory programs under reform by the Trump Administration will lower costs for U.S. consumers.

[Lucian Pugliaresi @LPugliaresi]

@MichaelEWebber When you pursue Net Zero, abandon marginal analysis you get bad and costly outcomes. See attached:https://t.co/JrCMGVTCy4

[Lucian Pugliaresi @LPugliaresi]

Batt's graph shows the return to an EV mandate (in reductions in carbon emissions ) demonstrates this is a very expensive initiative. Keep in mind total carbon emissions in the production of an EV is much higher than internal combustion vehicle. Some modest encouragement of hybrids would have had a much higher yield.

[Energy Policy Research Foundation @EPRINC_DC]

#Efficiency gains are driving #CrudeOil production
@realDonaldTrump admin is determined to see an increase #leases on #FederalLands

Combined, this means more production at existing or lower #costs

@Interior @ENERGY
@NatResources @HouseCommerce
$SDRL $OXY $SLB
#OOTT #ONGT

[Energy Policy Research Foundation @EPRINC_DC]

Diverging trends:

U.S. #Summer Residential #Electricity is trending lower, down 0.5% annually since 2020

But it costs more, w monthly bills rising 4.7% yearly.

#EnergyTwitter #Electricity
#OOTT #ONGT

[Energy Policy Research Foundation @EPRINC_DC]

#Shale resource development isn't exclusive to the U.S.

#Argentina 🇦🇷️ has made great advances in #oil and #NaturalGas production with greater expansions still possible

#EnergyTwitter #ONGT #OOTT #Policy #CrudeOil #NatGas
#VacaMuerta #Neuquen
$YPFD $CVX $XOM $TTE

[Energy Policy Research Foundation @EPRINC_DC]

The expansion in domestic #electricity demand + #CrudeOil, #NaturalGas, and #Diesel export growth, additional #Pipeline capacity will be required.

But the combo of setbacks from #COVID plus restrictive #permitting has led to a curtailment in new capacity to 2030.
$WMB $ET $KMI

[Lucian Pugliaresi @LPugliaresi]

Managing intermittent power is costly. Residential power prices in Germany are 37 cents/kwh. One of the highest rates in the developed world.

[Max Pyziur 🇺🇦️🌻️ @EPRINC_MPyziur]

🤔Consider ⬇️#This
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity

@RWE_AG @uniper_energy @EnBW @Lausitz @Vattenfall_De

[Max Pyziur 🇺🇦️🌻️ @EPRINC_MPyziur]

🤔Consider ⬇️#This
#OOTT #ONGT #EnergyTwitter #Electricity #EnergySecurity

@RWE_AG @uniper_energy @EnBW @Lausitz @Vattenfall_De

[Batt Odgerel @battodgerel]

Thank you @DByers21

[Energy Policy Research Foundation @EPRINC_DC]

1. If we don’t build the pipes, we have no hope of getting the grid back on track.
2. Subsidization is a death spiral... the debt bomb is real.
3. Data, not emotion, has to drive policy.

[Energy Policy Research Foundation @EPRINC_DC]

4. Markets are speaking. They've pulled back on offshore wind and a number of other energy transition projects because the economics and social appetite aren't there."