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ChartThe Renewable Fuel Standard (RFS) and Transportation Fuel Prices – RevisitedDiscretionary policy under the Renewable Fuel Standard—particularly the use of small refinery exemptions—drives the price of RINs, whose cost is passed through…
ChartGlobal Lithium Requirements of Select U.S. BEV ManufacturersAmong the three U.S. BEV-only manufacturers, Tesla dominates lithium demand, requiring roughly 113,600 metric tons of lithium carbonate equivalent annually—about 11% of…
ChartDallas Fed Survey: U.S. Crude Oil Production Costs Are Rising – RevisitedThe Dallas Fed's energy survey shows the average WTI price U.S. producers need to maintain operations has risen from just over $29/bbl…
ChartAbatements to Additional U.S. Pipeline Capacity Could Challenge Future Growth in U.S. Energy Production and ExportsNew pipeline additions have slowed sharply since their late-2000s and mid-2010s peaks, and projections through 2030 show minimal planned capacity — a…
ChartMeasuring Productivity Improvements in U.S. Shale Oil and Gas ProductionAs fracking technology and data acquisition have advanced, the productivity of U.S. shale wells has risen dramatically—Appalachian natural gas wells now average…
ChartEuropean and U.S. Natural Gas Storage at the End of Winter 2024-2025A colder winter in 2024-2025, particularly during February, drove combined U.S. and EU natural gas storage drawdowns to 4.3 trillion cubic feet,…
ChartMozambique LNG and the Role of The U.S. Export-Import BankThe Mozambique LNG project, a $20 billion-plus onshore export facility, awaits its largest single source of financing—$4.7 billion from the U.S. Export-Import…
ChartNorth American Natural Gas Platform: Natural Gas Pipeline Flows, Jan-Nov 2024Natural gas pipeline flows across North America during the first eleven months of 2024 illustrate the continued integration of the continental gas…
ChartThe Cost Impact of President Trump’s Tariffs on U.S. Crude Oil Imports from Canada and Mexico: A First AssessmentApplying the tariff rates set out in President Trump's February 1, 2025 Executive Orders, the added annual cost of U.S. crude oil…
What Energy Emergency?The real energy emergency is in Europe — and that is an opportunity for the U.S. We are beginning this “View from…
