Rystad Energy
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Rystad Energy is an independent research and business intelligence company providing clients with data and insights.
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Could EPA’s GHG Rule for Power Plants Give CCS a Boost?
Economics and policy are impacting the pace of carbon capture and storage project growth in the U.S. but some companies are pressing ahead.
E&P Highlights: Feb. 24, 2025
Here’s a roundup of the latest E&P headlines, from a sale of assets in the Gulf of Mexico to new production in the Bohai Sea.
Oil Prices Ease as US Tariffs On Mexico Paused for a Month
WTI crude futures were down $0.04, or 0.01%, at $72.49 after climbing as much as 3.7% earlier in the session to reach their highest since Jan. 24 at $75.18.
E&Ps Pivot from the Pricey Permian
SM Energy, Ovintiv and Devon Energy were rumored to be hunting for Permian M&A—but they ultimately inked deals in cheaper basins. Experts say it’s a trend to watch as producers shrug off high Permian prices for runway in the Williston, Eagle Ford, the Uinta and the Montney.
Major Interest: Chevron, Shell Join Vaca Muerta Crude Pipe Project
Oil producers are pumping record levels from Argentina’s Vaca Muerta shale. Chevron and Shell have backed a new crude pipeline project that aims to boost takeaway capacity—and exports—of Vaca Muerta oil.
Natural Gas Demand to Grow with Data Centers, Rystad Says
Utility companies are planning 17.5 GW of new gas-fired capacity in the coming years in preparation to meet increasing power demands from data centers.
European NatGas Prices Drop Despite Norwegian Outage
The European continent continues to pull in U.S. LNG, offsetting Norway’s Hammerfest LNG outage.
Shale Outlook Appalachia: Natural Gas Poised to Pay
Increasing gas demand is expected to rally prices and boost midstream planning as a new Trump administration pledges to loosen permitting—setting the stage for M&A in the Appalachian Basin.
Predictions 2025: Downward Trend for Oil and Gas, Lots of Electricity
Prognostications abound for 2025, but no surprise: ample supplies are expected to keep fuel prices down and data centers will gobble up power.
Analysts: Trump’s Policies Could Bring LNG ‘Golden Era’ or Glut
Rystad warns that too many new LNG facilities could spell a glut for export markets.
Analysts: Trump’s Policies Could Bring LNG ‘Golden Era’ or Glut
Rystad warns that too many new LNG facilities could spell a glut for export markets.
Despite Big Oil’s SAF Ramp Up, Concerns Linger as Trump 2.0 Nears
Concerns remain about the scaleup of sustainable aviation fuel under a Trump administration, even as some see progress continuing as the world demands cleaner fuels and Big Oil steps up.
Pitts: US Energy Pioneers, Capital Wanted for Vaca Muerta
Despite its vast potential, Argentina lacks the resources—both in capital and technical expertise—to fully tap the potential of the Vaca Muerta play.
Rystad: 12 MMbbl/d at Risk in Full-blown Middle East War
A full-blown war in the Middle East could end up with 12 MMbbl/d of oil at risk—leading to high prices and widespread global consequences, according to Rystad Energy.
Cove Point LNG Poised for Restart After Maintenance
Cove Point LNG is set to come back online soon, Rystad Energy said Oct. 10, as natural gas futures rose 1% on forecasts for higher demand and the return of the facility to operational status.
IndustryVoice
IndustryVoice: Will a Biden presidency mean an energy reset?
Rystad Energy dives into what Biden’s election win means for short and long-term forecasts, fracking, and renewable energy for the United States.