Battery Metal Hunters Poised for a Deep Dive
Reese Energy Consulting today is following two news nuggets from The Land of EV Batteries, where sourcing enough critical metals for their manufacture is sounding frenzied alarms. ...
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Posted on
July 5, 2023
To Russia with Love. Signed, American LNG
The giddy-up is on for new U.S. LNG export terminal projects and expansions as Europe and China duke it out for long-term supplies. Reese Energy Consulting today is studying a blizzard of activity by both U.S. operators and two large buyers rivaling for shipments as 2023 marks its seventh month and colder seasons draw closer. ...
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Posted on
June 30, 2023
Exxon Gets Serious About Lithium
When last we covered Exxon’s flirtation with domestic lithium production, the oil giant had just acquired drilling rights on 120,000 acres in the brine-rich Smackover Formation in Ark. ...
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Posted on
June 29, 2023
On the Lighter-Than-Air Side of Things…
In a storyline that practically begs attention from the Austin Powers’ character Dr. Evil, the U.S. Government is selling the Federal Helium Reserve after controlling all helium found on federal land since 1925. ...
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Posted on
June 28, 2023
HyTerra Isn’t Out to Make Hydrogen. It’s Out to Find It
The Bipartisan Infrastructure Bill passed in 2021 includes $8 billion to create and physically build a hydrogen market in the U.S. The Department of Energy’s hydrogen program lays out a strategy that begins with 6-10 regional hubs that will manufacture, transport, store, liquify, and commercialize “clean” hydrogen on a large scale. That’s one way of going about it. ...
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Posted on
June 27, 2023
INEOS Has Big Ideas for U.S. Shale Gas
When in 2016 the INEOS Intrepid left the Marcus Hook terminal in Pa., carrying 27,500m3 of ethane to its Norway destination, it marked the first time a product of U.S. shale gas had been imported to Europe. ...
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