Senior technology reporter for @energyintel, covering decarbonization technologies like CCS, DAC, H2 and whatever comes next. Father, husband, sad Sac Kings fan
Broke this late on Friday so I’m reupping now.
The US government is planning to buy carbon removal, creating an Operation Warp Speed-like program for a key climate technology.
The Energy Department program will have a budget in the tens of millions.
https://t.co/FuqaZdJ19K
Shell has quietly dropped out of the Blacktip project in the US Gulf of Mexico as its new CEO takes a knife to projects globally with a laser focus on returns. Repsol & LLOG now have the baton at Blacktip. Are we looking at a Buckskin redux? #gom#OOTT ($) https://t.co/JplRbYbzwc
On Monday, $BP spudded the long-awaited Ephesus exploration well in the frontier Orphan Basin off Newfoundland. Once known as 'Cape Freels', the prospect could hold a billion bbl or more and is one of the most closely watched #deepwater wells of the year. https://t.co/ZwgenZyezG
@JesseJenkins@Electric_H2 Do you have or know of any stats for how much electrolyzer manufacturing capacity is coming to the US over the next XX years and how it's grown over time?
Looks like Exxon picked up where it left off in the last #GOM lease sale and filled in the proverbial checkerboard in the shallows off TX. This is widely assumed to be #CCS acreage - some of the best in the world - tho the leasing mechanism in fed waters still unclear #OOTT#XOM
"A range of project developers, from e-fuels to geothermal, see DAC as a logical, even essential technology pairing. And on its own, renewable-powered DAC can deliver some of the highest-quality carbon offsets available." @energyintel https://t.co/qEJrvVrLO0
EXCLUSIVE: Developers of #CCS in TX are testing the limits of what's allowable under the state's Class II permitting authority while @txrrc tries to address the needs of a nascent sector as it awaits a decision on its Class VI primacy bid with @EPA.
https://t.co/hdE9rj82lJ ($)
Chevron Eyes US Gulf Growth, Plans New Wildcat | The supermajor will drill a new Norphlet test near Ballymore and expects current projects to boost its deepwater Gulf output above 300,000 boe/d...
#upstream#oilandgas#exploration#gulfofmexico#FreeToRead
https://t.co/Ci0V0sbA06
Chevron Eyes US Gulf Growth, Plans New Wildcat | The supermajor will drill a new Norphlet test near Ballymore and expects current projects to boost its deepwater Gulf output above 300,000 boe/d...
#upstream#oilandgas#exploration#gulfofmexico#FreeToRead
https://t.co/Ci0V0sbA06
@AndreasenJack Or maybe one is a shiny facade and one is grizzled but enduring reality? (These are not reflective of my views, just ways to interpret a meme I have somehow not seen till today.)
Private equity giant Carlyle has made what is (maybe?) its first investment in #CCS, through portfolio company Crescent Midstream, which is joining Repsol and Cox to develop a CO2 storage hub in the shallow Gulf of Mexico. More $$$ to come? https://t.co/DDjOs32USk (free) $CG
Shell continues to consolidate and de-risk its growing position in the #GOM Paleogene, specifically in the NW corner of Walker Ridge where PE-backed Beacon will soon own the only nearby production infrastructure. Blackstone formed Beacon in '16, just sayin https://t.co/EktP3XXvJ6
Chevron is exiting the Shell-led Leopard #oil discovery in the US Gulf after backing out of the nearby Blacktip find last year. Lots of development $$$ likely needed for the 2 fields, and apparently $CVX sees better opportunities elsewhere. https://t.co/6XMRwuBNmt (free) $SHEL
What do you think the hydrogen market will look like in 2035?
Local: Production and consumption in one hub
Regional: Pipelines will move volumes between countries
Global: Cargoes will move across oceans
Non-existent: other solutions will win out
@EI_Forum