Energy Headlines Versus Trendlines

The energy sector generates a lot of headlines. But headlines can sometimes distract us from the underlying, fundamental trends that are reshaping this industry. Energy Headlines Versus Trendlines puts energy news in context, helping readers identify what stories truly matter and why.

AllEnergy Headlines Versus Trendlines Blog Posts

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Which U.S. States Are Most Exposed to Low Oil Prices?

As the world’s largest oil and gas producer, the United States will suffer from lower oil prices. However, not all hydrocarbon-producing states will suffer the same, as shown by the last major oil price decline.

Blog Post — March 12, 2020

Who is Prepared for an Oil Price War?

When oil prices collapse, as they have today, there is a rush to understand how low oil prices will affect hydrocarbon producers. The “fiscal breakeven” price is a useful single-point metric, but it can also obscure the broader context of where an economy stands.

Blog Post — March 9, 2020

The Complex Relationship Between Coal and Gas in Europe

There is a tendency to cheer the role that gas has played in reducing coal use, but that might oversimplify the forces at play. Gas is playing a role in reducing coal consumption in Europe, but that role is neither simple nor straightforward.

Blog Post — February 13, 2020

LNG Needs Depth, Not Just Breadth

Over the past decade, the market for liquefied natural gas (LNG) has expanded dramatically: over 20 countries started to import LNG after 2008, opening far and wide a market hitherto limited to a small number of big importers.

Blog Post — January 27, 2020

Chinese Coal is a Stock, not a Flow Problem

Headlines of new coal capacity in China ignore the challenge of addressing carbon emissions already locked in by existing Chinese coal infrastructure.

Blog Post — December 5, 2019