Today’s Key Takeaways:   Supermajors benefit from carbon capture, hydrogen tax credits.  Small producers at risk from leasing curbs and methane fee.  Investors confident in climate deal.  Independence Mine restoration project gets big donation.  Natural gas replaces nuclear as top source of power in Europe in July.  NEWS OF THE DAY: Big Oil Sees Upside of Climate Bill As Small Drillers … read more

Today’s Key Takeaways: Less uncertainty for industry in reconciliation bill but permitting reforming still outstanding.  Instability of energy transition leads oil supermajors to hold back on investment.  Auto industry worried about mining and manufacturing mandates for EV’s in new bill.  Germany’s coal revival continues.  $8.5 billion deal for U.S. LNG with Europe.  NEWS OF THE DAY: MORE BITTER THAN SWEET?Jeremy … read more

Today’s Key Takeaways:  North Slope scientific research on long-term production of methane hydrates approved. What to watch for in the global energy market. Carrot and stick approach to methane fee in Inflation Reduction Act. IEA:   mining industry needs hundreds of new mines to meet global carbon emissions goals. Inflation Reduction Act:  Changes will be more gradual than headlines imply NEWS … read more