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Of course the bill could be more strict but this is a strong first step. texastribune.org/2025/05/27/tex…

🗓️ 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 ⬇️

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

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

Good article by Anne Sophie Corbeau Petrostates vs Electrostates nationalinterest.org/blog/energy-wo…

Ira Joseph Commodity Insights Power Center on Global Energy Policy 🤣

🇯🇵🇺🇸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…

🚨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/…

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

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

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

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

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

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.

Yes Yes ~ fully agreed!

🔵 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…

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…

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.

Wonderful ‘Long Life Learning’ lesson by Ira > Merci Ira!

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…