Sharon Kelly

Eyes on energy. R/Ts not endorsements

[Sharon Kelly @SharonKellyEsq]

Back in November 2023, TCF was the first to identify the risks Pioneer CEO Scott Sheffield’s public statements might pose during the FTC’s review of the ExxonMobil/Pioneer deal. We correctly predicted that Sheffield’s past comments might draw the FTC’s eye.

[Anna Kramer @anna_c_kramer]

Woah Energy Department just announced a $26.5 billion (!!) loan to Southern Company.

That’s more than $10 billion higher than DOE’s previous largest loan.

Southern Co taking a lot of heat right now bc of how high electricity bills are in Georgia.

[Hart Energy @hartenergy]

Scott Sheffield: ‘Pleased’ on Iran Take-Down, Expects $5-$10 Oil-Price Spike https://t.co/Kq19VO2V47

[Alexander C. Kaufman @AlexCKaufman]

Wild stat here: most of the gas projects underway in the U.S. haven’t publicly revealed who is making their turbines at a moment when backorders stretch to the end of the decade.

[HFI Research @HFI_Research]

Holy shit.

[Jamison Cocklin @JamisonCocklin]

L48 natural gas freeze-offs neared the single-day record over the weekend. The worst is yet to come in the Appalachian Basin with temps poised to fall well below zero throughout the week.
https://t.co/fmP0dJ3Uvh

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

Winter Storm Fern led to dramatically lower #natgas production from the Permian Basin over the weekend, although the dip was not as catastrophic as what was seen in 2021. https://t.co/y0NuWXA8P5

[Javier Blas @JavierBlas]

US government authorises the use of “backup generation resources at data centers and other major facilities” to offset the stress in the East Coast grids (that means largely diesel-fired generators)

[Dawn Shirreffs @DawnShirreffs]

"Nearly 10% of U.S. gas production was knocked offline by the storm, according to analysts" https://t.co/g9L7XRb1Pl

[DeSmog @DeSmog]

For decades, ExxonMobil argued consumers (you), not oil giants, should take responsibility for fossil fuel pollution. It’s now backing a new pollution accounting scheme which enables just that. Check out the industry documents dating back to the 1960s, which claim, "Pollution is everybody’s business," and more in @SharonKellyEsq's new investigation 👇 https://t.co/c83OeIluK4

[Sharon Kelly @SharonKellyEsq]

“That cleaner LNG phase that was there a couple years ago, ‘let’s plant a few trees and call that an offset,’ that was all bullshit. We know it and everybody knows it. And I think we look bad for it at the end of the day.”

More from Gulfstream LNG CEO: https://t.co/UTE2KHlRuZ

[DeSmog @DeSmog]

Charles Koch built his fortune importing Canadian oil—with Koch Inc importing more than a billion barrels of foreign oil into the US since 2015. Now a Koch-funded law firm is challenging Trump's tariff authority in the Supreme Court in a case with massive implications for trade policy. @sharonkellyesq reports: https://t.co/EM0f7rEAzN

[LNG Investor @LNG_Investor_]

@TheSteadyFund $VG

[Stephen Stapczynski @SStapczynski]

AI data centers are sending US power bills soaring, Bloomberg analysis shows
🇺🇸⚡📈

Wholesale prices more than doubled since 2020 in some markets, but those increases arent equal

Of the nodes where prices rose, over 70% are within 50 miles of significant data center activity

[Javier Blas @JavierBlas]

As always, the (anonymous) quarterly @DallasFed energy survey is such a great read.

One of the comments: "Day to day changes to energy policy is no way for us to win as a country."

#OOTT

[More Perfect Union @MorePerfectUS]

BREAKING: The Supreme Court allows Trump to fire a Federal Trade Commission member — breaking nearly a century of precedent.

[David Heikkinen @heik_energy]

ExxonMobil consolidating its Permian frac service providers and expects over $100MM/year in savings. $XOM + $PXD oilfield services pain train continuing.

[DeSmog @DeSmog]

The Trump administration's "climate working group" produced a report full of errors, typos, and climate denial talking points, according to a new review by upwards of 100 climate experts led by @AndrewDessler. @SharonKellyEsq and @ejgertz report for @Desmog. #ClimateChange #ClimateDenial

https://t.co/4wmvA10LIk

[Sharon Kelly @SharonKellyEsq]

@volcaholic1 👀

[DeSmog @DeSmog]

📍 NEWS ALERT:📍 With the U.S. and EU headed toward a trade deal any day now, DeSmog reports U.S. gas exporters are pressuring Europe to loosen pollution regulations. https://t.co/kPvmbVYeJn