Sudhanshu Mathur

Energy Analyst, Energy Transition @edf.

[EDF+Business @EDFbiz]

Demonstrating quick and credible methane reduction is becoming a central tenet of an investment’s long-term value.

In our NEW report, we lay out precise steps for oil & gas companies and investors to demonstrate methane performance.
https://t.co/rjhvi6zQq4

[Rory Johnston @Rory_Johnston]

1. 🇺🇸🛢️🏦 DALLAS FED ENERGY SURVEY

It's that time again, folks!

Every quarter, the Dallas Federal Reserve asks US energy companies a bunch of questions related to their operations and outlook.

🧵Here are some of the the key takeaways from their responses.

[EDF Energy Transition @EDFEnergyEX]

Satellite data is essential to pinpointing + reducing methane emissions to align with #GlobalMethanePledge targets. The newly launched Methane Alert and Response System (MARS) will be instrumental in providing transparent, trusted data: https://t.co/4a9I0GrqZ1

[EDF Energy Transition @EDFEnergyEX]

A swift transition to zero-emissions trucks & buses will deliver huge environmental and health benefits for Americans. @WhiteHouse commitment to 100% zero-emission truck & bus sales by 2040 is a major step forward — and an opportunity for greater ambition. https://t.co/nBn7Ex3ZaK

[EDF Energy Transition @EDFEnergyEX]

After three years, EDF's PermianMAP project has uncovered new insights to help #CutMethane.

Here's what companies, regulators and communities need to know: https://t.co/lSkgPT2BKu

[EDF+Business @EDFbiz]

#COP27 has officially closed, delivering progress on key issues ✔️
While we still have a monumental challenge ahead, we have clarity on next steps & new tools to help turn commitments into concrete climate action.
Read @EnvDefenseFund's full statement 👇 https://t.co/XXZsQm8xUL

[Peter Kalmus @ClimateHuman]

Climate journalists, stop saying we're at 1.1°C of global heating, we're actually closer today to 1.3°C above the 1850-1900 mean. On track to pass 1.5°C in about 10 years.

[Sudhanshu Mathur @sud_mathur]

General Motors expects to profit off of EVs within 3 years - driven by subsidies from the Inflation Reduction Act.

Good climate policy can create big economic incentives for an effective energy transition.

[Sudhanshu Mathur @sud_mathur]

Commonwealth LNG plant approved by FERC - first in 2.5yrs, but its emissions are estimated to be that of 8 natural gas plants.

[Sudhanshu Mathur @sud_mathur]

Excited to have contributed to a groundbreaking report from @EDFbiz that finds that 50% of supermajor hydrocarbon production is NOT within the scope of their climate targets - but there is an OPPORTUNITY to influence under-resourced national oil companies on emissions reduction.

[EDF+Business @EDFbiz]

NEW: HALF of oil majors’ production is not subject to their own climate targets. Emissions from assets that are part of non-operated joint ventures are largely unmanaged and unknown. 🧵https://t.co/ofgnBTJU5h

[Sudhanshu Mathur @sud_mathur]

@carlykessler16 @EDFbiz @Energy_Dialogue @carlykessler16 Not to mention that LNG brings along extra emissions along the value chain compared to natural gas, through liquefaction, transport, and regasification.

[Sudhanshu Mathur @sud_mathur]

@carlykessler16 @EDFbiz @Energy_Dialogue @carlykessler16 Great point. Scientific studies show that at high enough methane leakage rates, the warming benefits of switching from coal to gas cease to exist.

[Sudhanshu Mathur @sud_mathur]

While #LNG is cleaner than coal, it’s not cleaner than renewables & hampers our global energy security & poverty goals. Countering industry misconceptions from the recent @Energy_Dialogue’s #NAGF, on behalf of @EDFbiz. https://t.co/WJzZXjhabV

[Craig Lawrence @clawrence]

Getting exhausted by folks who assume those supporting renewables haven’t considered the energy, emissions & environmental impact of building and disposal/recycling of renewables. We have. And it still WAY lower impact. Nothing is zero. You don’t need to show me a pic of a mine.

[Sudhanshu Mathur @sud_mathur]

https://t.co/e348pK98gu

[MethaneSAT @MethaneSAT]

Last week COP27 @MethaneData unveiled MARS -- the Methane Alert & Response System. Daniel Zavala-Araiza, scientist and satellite sensing expert @EnvDefenseFund talks about why the new capability is important.
https://t.co/uK2HhZVrym

[JamesVGrimaldi @JamesVGrimaldi]

Government officials? Or frequent traders? Roughly a quarter of the 315,000+ trades @wsj analyzed for Capital Assets investigation were made by fewer than 1% of the federal officials in our survey https://t.co/KEnmTh8Emc w/ @jamesgbenedict @coulterjones @ChadSDay @joe_palazzolo

[Dominic Watson @dwatson_edf]

Incredible reporting by @JSandlerClarke and @OwenPinnell at BBC and Unearthed.

Half of supermajor production is from assets operated by another company.

If companies can take revenue from these assets, they must start taking responsibility for their emissions.

[Fred Krupp @FredKrupp]

Worth highlighting: Countries are staying focused on methane not despite the energy crisis, but *because* of it. Rather than retreat from commitments to reduce methane waste and pollution, they’re moving decisively forward on goals they set at last year’s COP

[EDF Energy Transition @EDFEnergyEX]

Last year, Canada announced ambitious goals to #CutMethane emissions and signed onto the #GlobalMethanePledge.

Now, major improvements to its federal regs put the country on track to meet those commitments. Read more: https://t.co/dN3PWStHts