Ira Joseph (@ira_joseph) 's Twitter Profile
Ira Joseph

@ira_joseph

Global Fellow, Center on Global Energy Policy, Columbia University. Former Head of Pricing & Analyics for Generating Fuels & Electric Power at S&P Global

ID: 956583506

calendar_today19-11-2012 02:08:12

17,17K Tweet

13,13K Followers

123 Following

Center on Global Energy Policy (@columbiauenergy) 's Twitter Profile Photo

🗓️ Tuesday, June 3 🖥️ Webinar What do President Trump's new executive orders mean for the future of nuclear energy in the US? ⚡ Join CGEP experts for a rapid response briefing on the implications for clean energy, #AI, and national security. Register now ⬇️

Ira Joseph (@ira_joseph) 's Twitter Profile Photo

Demand losses in recent years seem to be sticking in May. YTD demand is up, but strip out the February cold snap and the underlying trend shows it's down again. Gas-weighted IP losses are every bit the match for strong gains in power this year. #ONGT Center on Global Energy Policy

Demand losses in recent years seem to be sticking in May. YTD demand is up, but strip out the February cold snap and the underlying trend shows it's down again. Gas-weighted IP losses are every bit the match for strong gains in power this year. #ONGT <a href="/ColumbiaUEnergy/">Center on Global Energy Policy</a>
BC Montney QE 🇨🇦 (@bubleqe) 's Twitter Profile Photo

An excellent graph from Cheniere Energy Inc. illustrating the (US) #LNG Ramp 2025 to 2029. Simple figures roughly ~11 Bcf/d of incremental NatGas demand. Note, this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d. #Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO

An excellent graph from <a href="/Cheniere/">Cheniere Energy Inc.</a> illustrating the (US) #LNG Ramp 2025 to 2029.

Simple figures roughly ~11 Bcf/d of incremental NatGas demand.

Note, this doesn't include Canada nor Mexico LNG which combined add several additional Bcf/d.

#Montney $TOU.TO $ARX.TO $CNQ.TO $TPZ.TO
LNG Investor (@lng_investor_) 's Twitter Profile Photo

🇯🇵🇺🇸Energy Transfer Signs Agreement to Supply Kyushu Electric Power Company Up to 1 Million Tonnes of LNG Per Annum From Its Lake Charles LNG Export Facility $ET businesswire.com/news/home/2025…

LNG Investor (@lng_investor_) 's Twitter Profile Photo

🚨NextDecade Announces 2.0 MTPA LNG Sale and Purchase Agreement with JERA from Rio Grande LNG Train 5 $NEXT investors.next-decade.com/news-releases/…

Ira Joseph (@ira_joseph) 's Twitter Profile Photo

Love this piece. My Center on Global Energy Policy colleagues Anne-Sophie Corbeau and Tatiana Mitrova really lock in on a high-level re-alignment of the world order for energy. Insightful A+ work. #ONGT #OOTT

Ira Joseph (@ira_joseph) 's Twitter Profile Photo

Beware Henry Hub. Nice graph to show, amidst plummeting rig counts and job cuts by Chevron & others in places, where the incremental gas supply for LNG is supposed to originate. A stark example of how non-integrated #LNG projects are about to work or not. #ONGT Center on Global Energy Policy

Ira Joseph (@ira_joseph) 's Twitter Profile Photo

A signal to the market and DC that the country’s largest buyer of US gas has some concern about where its incremental gas will be coming from in the future. Look for US #LNG producers to sign more deals like this one to create some integration. #ONGT Center on Global Energy Policy

Brad Keithley💲📊 (@bgkeithley) 's Twitter Profile Photo

As oil prices drop and tight oil rigs are stacked, associated gas production will also fall. Likely much too transitory and uncertain to impact the prospects for #aklng, but an interesting development nonetheless. #akleg

Ira Joseph (@ira_joseph) 's Twitter Profile Photo

JKM netbacks come to North America. Cheniere will pay a #LNG-linked price, based on Platts JKM after deductions for fixed shipping costs and a liquefaction fee. The IPM is subject to Cheniere making a positive FID with respect to the Sabine Pass expansion. #ONGT Commodity Insights Gas

John Arnold (@johnarnoldfndtn) 's Twitter Profile Photo

Even in the past year I've noticed Dem opposition to natural gas softening with growing recognition that it's essential for a reliable and affordable energy system and GOP opposition to renewables decreasing with the realization that we need every electron to meet AI demand.

Even in the past year I've noticed Dem opposition to natural gas softening with growing recognition that it's essential for a reliable and affordable energy system and GOP opposition to renewables decreasing with the realization that we need every electron to meet AI demand.
Center on Global Energy Policy (@columbiauenergy) 's Twitter Profile Photo

🔵 Axios Pro: Center on Global Energy Policy convened a roundtable with industry officials and experts to discuss burying defense high-level waste and spent fuel before tackling commercial waste. Read here: energypolicy.columbia.edu/publications/w… axios.com/pro/energy-pol…

PlumberMD (@plumbermd2) 's Twitter Profile Photo

Ira Joseph Center on Global Energy Policy Self destruction. BASF just tip of iceberg. Wonder if this has been quatified regarding chemical and manufacturing plant closures and BCF losses? brusselssignal.eu/2024/05/german…

Arvid Hallén 🌻 🦆 🍁 (@hallen_a) 's Twitter Profile Photo

PlumberMD Ira Joseph Center on Global Energy Policy Not really self destruction. These facilities are shutting down because of high gas prices. Gas prices are high because Russia unilaterally and illegally shut down its pipeline gas exports.

Center on Global Energy Policy (@columbiauenergy) 's Twitter Profile Photo

Millions of Americans are struggling to keep their lights on—and the energy safety net is fraying. New from Utility Dive: CGEP experts Dr. Diana Hernández & Vivek Shastry outline urgent roles for cities, states, and utilities. Read more ⬇️ utilitydive.com/news/energy-af…