Chart of the Week
A new chart every week.
Crude Oil Production: OPEC Members vs. Key U.S. Producing States
U.S. crude oil production has surged to 11.9 million barrels per day in 2022 from 5 million in 2008, and…
Renewable Share In USPrimary Energy Demand
Despite decades of ambitious scenarios and government targets for renewable energy in the United States, renewables continue to account for…
CO2 Per Dollar Of GDP
Despite mounting pressure to cut emissions quickly, the United States and its OECD peers remain among the least emission-intensive economies…
On the Anniversary of Russia’s Escalation
One year after Russia's escalation of its war against Ukraine, LNG became Europe's primary source of natural gas over the…
Lithium – An Upstream View
Lithium prices have risen sharply as demand for battery metals outpaces supply, tripling the lithium cost embedded in a single…
EU Crude Oil Trade: Shifts due to Russia’s War
EU crude oil imports have held relatively steady over the past five years, but Russia's war has reshaped their sources:…
ERCOT: Freezin’ Down in Texas – Mid-Winter 2022-2023 Generation Mix, Shortfalls, and Refinery Utilization
During the winter of 2022-2023, two waves of extreme cold forced Texas' ERCOT grid into repeated generation shortfalls, with natural…
Natural Gas Storage Mid-Winter 2022-2023 in the Northern Latitudes
Coordinated emergency measures by European leaders, combined with mild winter weather, have muted natural gas demand and contributed to ample…
California Solar Generation During the 2022-2023 Pineapple Express
During the 2022-2023 "Pineapple Express," heavy rain and cloud cover cut California's midday solar output to an average of 6.9…
U.S. SPR 2022 Emergency Sales by Purchaser Type
Of the roughly 200 million barrels sold under the 2022 emergency SPR drawdown, refiners took 93.3% and trading organizations 6.7%;…
Revisited: Near- and Short-Term Financial Returns of Green and Legacy Energy Investments vs Key S&P Benchmarks
A comparison of near- and short-term financial returns finds that legacy energy investments, green energy investments, and key S&P benchmarks…
U.S. Liquid Fuel and Feedstock Rail Movements: Select Views
At the onset of the U.S. shale revolution in the late 2000s, limited pipeline capacity to move crude oil production—particularly…