Liquefied natural gas exports are trending up. 📈 Watch EIA's latest video to find out why.

#TodayInEnergy - Record U.S. #electricity generation in 2018 driven by record residential, commercial sales go.usa.gov/xEfTa

‘Big Oil’ is rapidly becoming ‘Big Shale’, writes @oilsheppard: ft.com/content/e6b905… via @financialtimes

Nice thread. Short cycle shale will continue to suck capital away from long cycle projects demanding a higher return (higher crude price) for long cycle projects to compete

"U.S. shale has become the dominant force in global oil-supply growth. Shale, a scaleable business where access to capital is the defining variable and development is measured in months rather than years, reacts more quickly to prices." bloomberg.com/opinion/articl…

As regular blog readers know, we often compare pipelines to real estate. We think the return to dividend growth for the midstream sector this year will begin attracting income investors in real assets back. sl-advisors.com/deja-vu-all-ov…

"We agree with Vaclav Smil that GND goals are not in the realm of the possible, that they do not appear grounded in existing scholarship on energy de-carbonization, and that they are not a useful foundation for a serious policy discussion."-JPM's Cembalest jpmorgan.com/jpmpdf/1320746…

Total U.S. dry #naturalgas production across most #AEO2019 cases is driven by continued development of the #Marcellus and #Utica shale plays in the East region. In the Reference case, production reaches nearly 120 billion cubic feet per day by 2050. go.usa.gov/xEAV8

Spectacular growth! The U.S. is currently undergoing the largest oil & gas boom in world history.

"The United States is now the world’s single largest producer of crude oil and natural gas. Our strength in the energy sector has invigorated our economy, created jobs, and reduced our dependence on energy from countries that do not share our values." whitehouse.gov/wp-content/upl…?

Here's the link to Michael Cembalest's thoughtful research on the Green New Deal mentioned on our webinar that highlights where we are today while providing a sober look at the de-carbonization challenges the world faces. am.jpmorgan.com/gi/getdoc/1383…

The Shale Revolution: Where's All This Production Going? Here's a recording of our webinar #investing #shale gotostage.com/channel/e30658…

Growing half a million barrels a year with no signs of slowing. Unbelievable.

Smil, who is Bill Gates’ favorite author, describes the GND as “…not a useful foundation for a serious policy discussion.” sl-advisors.com/a-slogan-not-s…

From Texas to the World... bloomberg.com/news/articles/…

In 2018, U.S. primary #energy exports equaled 21 quadrillion British thermal units in preliminary estimates, the highest total since at least 1949. go.usa.gov/xESWh #EnergyTrade

Great WV News editorial: "With energy independence, the United States truly controls its own destiny. We would no longer be beholden to any other country because we needed their oil." bit.ly/2XpJk71 🇺🇸🇺🇸🇺🇸

Like Buckeye, there's no reason for a handful of others to be public. Who's next?

In 2018, the United States was a net exporter of #coal, coal coke, #petroleum products, #naturalgas, and #biomass #energy. The United States remained a net importer of #crudeoil, which has been true for every year since 1944. go.usa.gov/xmUWW #EnergyTrade

In its May 2019 Summer Fuels Outlook, EIA forecasts the United States to be a net export of #gasoline this #summer for the first time since 1960. go.usa.gov/xmkeG #SummerFuels #RoadTrip #gasprices