Rob Rozansky

Energy, climate, science & tech. Tracking LNG with @GlobalEnergyMon

[💥Energy Flux💥 @EnergyFluxNews]

𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐚𝐭𝐥𝐚𝐧𝐭𝐢𝐜 𝐋𝐍𝐆 𝐝𝐞𝐚𝐥 𝐢𝐬 𝐚 𝐫𝐢𝐝𝐢𝐜𝐮𝐥𝐨𝐮𝐬 𝐬𝐡𝐚𝐦, 𝐚𝐧𝐝 𝐞𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐤𝐧𝐨𝐰𝐬 𝐢𝐭.

The vaunted EU-US trade deal, signed by US President Donald Trump and his EU Commission counterpart Ursula von der Leyen, is not a diplomatic breakthrough.

Anchored on fantastical LNG purchase commitments of $750 billion over three years, the deal is a shared delusion: an empty gesture signed by two parties that have no intention or ability to deliver what they’ve promised.

Von der Leyen committed the EU to buy $250 billion per year of American energy (mostly LNG, plus oil, coal, refined products and possibly nuclear fuel) over three years.

No matter how you cut it, this is unattainable and both sides must know it.

HOT TAKE (free to read) 👉 https://t.co/vUEq9YbcSm

[Rob Rozansky @rob_rozansky]

LNG is inherently an insecure fuel for Europe, as @fossilfreemedia explains well in this short. Domestic renewables avoid much of its supply chain risks and volatility, and have already made inroads weaning Europe’s economy off of gas

https://t.co/kHjSgmwxxs

[Rob Rozansky @rob_rozansky]

@ira_joseph @thierry_bros @SierraClub's US LNG Export Tracker, on the "Timelines" tab, shows the originally planned vs. actual date for startup, FID, and more
https://t.co/UYKHq3xitn

[Rob Rozansky @rob_rozansky]

I was disappointed to see my alma mater @BrownUniversity considering a major #LNG investment with New Fortress Energy, and @ThisIsZeroHour’s op-ed in the BDH is spot on

Investing in LNG goes against the university's climate commitments and its values

[Zero Hour @ThisIsZeroHour]

“Brown University and investors everywhere should reject investments with any ties to fossil fuels and liquified natural gas. It is time to end the era of fossil fuels.” @ZanageeArtis for @the_herald: https://t.co/uumB0bt2aT

[Rob Rozansky @rob_rozansky]

@therealjfrantz @gabewise I like the Jarvis!

[Joe Lo @joeloyo]

Looking at the contracts signed for this US LNG terminal Biden has paused on @GlobalEnergyMon. The industry plan seems to be to sell to Japan and China as much as Europe. But 'gas to China' probably doesn't play as well as 'gas to help Europe against Putin'.

[Global Energy Monitor @GlobalEnergyMon]

New Research Alert! ⤵️
Gas transmission pipelines under construction globally have increased by 18% to approximately 69,700 km, enough to circle the Earth 1.5 times!

Dive into our latest brief for comprehensive insights: https://t.co/Q0fzssbvOr

[Global Energy Monitor @GlobalEnergyMon]

Our latest briefing reveals a trillion-dollar $$ #LNG stocktake spurred on by Russia's invasion of Ukraine.

75% of new export capacity is planned in just 5 countries, while Asian & European nations scramble for new import capacity.

Learn more: https://t.co/sEWE5DA0sy

[David Hart @ProfDavidHart]

Congratulations to David Crane on his confirmation as the first director of the Office of Clean Energy Demonstrations! Long-awaited & heralding a new era @ENERGY - taking big climate-tech from lab to market @vsiv @colin_cunliff @ColumbiaUEnergy @rob_rozansky @CarbonWrangler

[EUobserver @euobs]

[Opinion] Instead of funding the creation of largely new gas demand in the region, the EU and US would be better off doubling down on the Western Balkans' energy transition. By @ceebankwatch https://t.co/SY9cuqEPLD

[Global Energy Monitor @GlobalEnergyMon]

In 2021 W. #Balkans consumed just 4% of the #gas that 🇩🇪 used in a year.

Region now plans 💶 EUR 3.5 billion to:

🏭 ~3x gas-fired capacity for electricity
🚢 its first two #LNG import terminals in 🇲🇪 🇦🇱; and
🏗️ ~3000 km of new pipelines to draw in gas from 🇬🇷🇭🇷

Read more ↩️

[Global Energy Monitor @GlobalEnergyMon]

"#Pakistan’s increasing dependence on #LNG is not only a contravention of its commitment to the #ParisAgreement, but also against the spirit and principles of #climatejustice.. Pakistan needs to invest more in alternative green energy" - @AzharThalochar https://t.co/I695ojgsYA

[Global Energy Monitor @GlobalEnergyMon]

Even as the global gas crisis upends the liquefied natural gas trade, Asia is still positioned to build the majority of new terminals to import #LNG. /1

#ONGT

[Global Energy Monitor @GlobalEnergyMon]

#Gas infrastructure build-out in #Africa represents US$245 billion stranded asset risk, as power plants, pipelines and #LNG terminals intended not for domestic consumption but rather to correct for Europe’s short-term energy crisis 🧵 /1

[Global Energy Monitor @GlobalEnergyMon]

💵Banking 📈Insurance 💻Tech

All employ #lobbyists who also work for #FossilFuel companies

The *NEW* Fossil Fuel Lobby List tracks:

>1600 lobbyists working for
>600 fossil fuel companies and
>14,000 non-fossil fuel clients

🧵 #COP27

[Global Energy Monitor @GlobalEnergyMon]

NEW: The U.S. #LNG sector is benefitting from a dramatic increase in contracts and approvals for new export terminals since #Russia’s invasion of #Ukraine, part of a global surge in export capacity that is also being led by Russia, Canada, Mexico, and Qatar #ONGT

🧵

[Greta Thunberg @GretaThunberg]

“Despite climate targets threatening to render fossil fuel infrastructure as stranded assets, the world’s biggest consumers of fossil fuels, led by the US and China, are doubling down on oil pipeline expansion.”

https://t.co/9zBXEuED17

[Global Energy Monitor @GlobalEnergyMon]

Buoyed by record profits, the #oil industry is developing 24,166 km of new oil pipelines ‼️ Enough to stretch two-thirds around Earth 🌍

🏗️10,351 km of pipelines under construction
💵 A stranded asset risk of up to USD 75.4 billion

Get our new oil infrastructure deep dive🧵

[Rob Rozansky @rob_rozansky]

New @GlobalEnergyMon job posting up for a Project Manager of the new Global Cryptocurrency Facilities Tracker. Check it out!
https://t.co/7ivc2AHv8e