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EnerWrap Featured Research:

We are happy to provide a SPECIAL REPORT today highlighting U.S. Annual Energy flows, which looks at oil, product and natural gas import and export flows. Records fell in 2023, with all-time high exports across the board.

U.S. Annual Energy Flows

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1.  UPDATE 1-Hess signals Exxon arbitration could push a sale into next year

Yahoo Finance

 2.  Shell Climate Appeal Sees Dutch Group Push for Tougher Rules - Bloomberg

Bloomberg

 3.  Solar is largest source of new US generating capacity for sixth month in a row

Renewables Now

 4.  Natural Gas Futures Steady Amid LNG Weakness, Cooler Forecast Trends - Natural Gas Intelligence

Natural Gas Intelligence

 5.  IEA trims oil demand forecast on weakness in wealthier countries - Natural Gas World

Natural Gas World

 6.  European court decision shows that a safe climate is a human right, former UN rights chief says - The Associated Press

The Associated Press

 7.  Citi cuts Tesla price target on delivery miss, market saturation

Yahoo Finance

 8.  Nickel-Mining Plants To Juice EV Battery Supply Chain

Clean Technica

 9.  BLM ensures fair taxpayer return, strengthens accountability for oil and gas operations on public lands

BLM

 10.  US surpasses goal to permit 25 GW of clean energy on public lands

Renewables Now

 Last Five EnerWrap Reports 💡

Weekly U.S. Natural Gas Storage

Weekly U.S. Oil Storage

U.S. Nuclear Power Monthly

EU Natural Gas Storage

U.S. Natural Gas Storage Weekly

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EnerWrap Featured Research:

Please find attached our weekly US Natural Gas Storage report. We also wanted to highlight a podcast I did recently discussing high-level themes in the Oil & Gas industry and how to think about the sector from an investment perspective. If you want a primer on the industry this is it. Please listen and share

US Gas Storage

Oil & Gas Industry Primer Podcast

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1.  EIA Ups Brent Oil Price Forecast for 2024 and 2025

Rigzone

 2.  The Fight Against Coal In Southeast Asia

Clean Technica

 3.  Climate data company Arcadia closes USD-50m growth round

Renewables Now

 4.  Unsold Chinese EVs Are Piling Up At European Ports

Clean Technica

 5.  VPPs could cover 15% of peak California demand by 2035 using home batteries, demand response

Energy Storage News

 6.  KCA Deutag Scores $204MM Worth of Drilling Contracts

Rigzone

 7.  Utah Coal Plants Will Continue Hazing Up The State’s Crown Jewels, & Those Of Other States - CleanTechnica

CleanTechnica

 8.  OPEC Sticks to Oil Demand View, Cuts Non-OPEC Supply Growth Forecast

WSJ Markets

 9.  Rivian, Lucid Eye Record Lows as Ford Price Cut Fans EV Concerns

Yahoo Finance

 10.  Driven by China, Coal Plants Made a Comeback in 2023

NY Times

 Last Five EnerWrap Reports 💡

Weekly U.S. Natural Gas Storage

Weekly U.S. Oil Storage

U.S. Nuclear Power Monthly

EU Natural Gas Storage

U.S. Natural Gas Storage Weekly

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EnerWrap Featured Research:

TLDR: US oil inventories rose more than expected, but oil prices remain at $85. Evidence of a slowdown in EV adoption continues to pile up. EnerWrap released our Weekly US Oil Storage report.

US Oil Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  U.S. Crude Oil Supplies Rise More Than Expected, Refinery Use Eases

WSJ Markets

 2️⃣  EVs Take 18.0% Share In Germany, Down YoY As Incentive Hangover Continues

Clean Technica

 3️⃣  China criticizes EU investigation into state aid for Chinese wind turbines

Energy Watch

 4️⃣  ‘World’s largest’ compressed air energy storage project connects to the grid in China

Energy Storage News

 5️⃣  EU Shifts Attention to Industry in Push to Deliver Green Targets

Bloomberg Green

 6️⃣  A Safe, Profitable Bet on the Green Transition

WSJ Markets

 7️⃣  Energy storage industry eyes US cell capacity and incentives, domestic content ITC still unclear

Energy Storage News

 8️⃣  Why Is Ocean Heat Smashing Records? It’s More Than Just Climate Change.

NY Times

 9️⃣  Sunrun prices USD-230m securitisation of residential solar assets

Renewables Now

 🔟  Top commodities traders dismiss IPO route after record profits

Financial Times

 Last Five EnerWrap Reports 💡

U.S. Nuclear Power Monthly

EU Natural Gas Storage

U.S. Natural Gas Storage Weekly

U.S. Weekly Oil Storage

Monthly Planned Generation Capacity

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EnerWrap Featured Research:

We highlight the most stable form of US power generation - Nuclear:

Nuclear Power Monthly

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  The U.S. Urgently Needs a Bigger Grid. Here’s a Fast Solution.

NY Times

 2️⃣  EU launches probe into 'unfair' subsidies for Chinese wind turbine makers

Wind Power Monthly

 3️⃣  The Gap Between Tesla's EV Production And Sales Widened Significantly In Q1 2024

Inside EVs

 4️⃣  Prepare for Higher Prices, Chief Commodities Analyst Warns

Rigzone

 5️⃣  South Carolina advances bill that could spur gas power for Duke, Dominion utilities, hamper solar

Yahoo Finance

 6️⃣  Oil: OPEC has 'hands on the steering wheel' of energy market

Yahoo Finance

 7️⃣  Ford's Delay Of Its All-Electric SUV Is Not The Result Of Gone EV Euphoria But Part Of A Wise Strategy

Yahoo Finance

 8️⃣  Germany’s CO2 Off 10%, Coal & Nuclear Down, Gas Networks Next, Oz Debates Nuclear

Clean Technica

 9️⃣  UK: Battery storage could help reduce wind curtailment costs by 80%

Energy Storage News

 🔟  Shell ‘massively undervalued’ in London, says former chief

Financial Times

 Last Five EnerWrap Reports 💡

EU Natural Gas Storage

U.S. Natural Gas Storage Weekly

U.S. Weekly Oil Storage

Monthly Planned Generation Capacity

EU Gas Storage

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EnerWrap Featured Research:

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Solar Eclipse to Cut US Solar by 30 Gigawatts

Bloomberg Green

 2️⃣  Energy efficiency and sustainability: AI's impact on green manufacturing initiatives - ET Edge Insights - ET Edge Insights

ET Edge Insights

 3️⃣  California needs $4.5bn transmission boost for floating offshore wind' – grid operator

Wind Power Monthly

 4️⃣  Oil Market to Get ‘Extremely Tight’ in Second Half, Citadel Says

Bloomberg Markets

 5️⃣  Tesla Shares Jump as Investors Buy Into Musk’s Robotaxi Hype

Yahoo Finance

 6️⃣  Wind power is crucial for new energy mix NL: new project promises longer lifespan - Innovation Origins

Innovation Origins

 7️⃣  Chesapeake-Southwestern Merger Delayed as FTC Requests More Info

Rigzone

 8️⃣  Europe is Less Dependent on Russian LNG, but There are Risks Ahead: BNEF - Bloomberg

Bloomberg

 9️⃣  Pumped hydro: Estonia government signs MoU for country’s first; NREL tool models costs of US projects

Energy Storage News

 🔟  US Oil Drilling Rig Tally Rises, Natural Gas Count Declines

Yahoo Finance

 Last Five EnerWrap Reports 💡

EU Natural Gas Storage

U.S. Natural Gas Storage Weekly

U.S. Weekly Oil Storage

Monthly Planned Generation Capacity

EU Gas Storage

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EnerWrap Featured Research:

TLDR: Rising oil prices are dominating the energy news cycle as OPEC looks to regain control of prices. Continued signs of weakness in EV demand including at Tesla are abound, with reports today that Tesla is canceling plans for a low-cost model due to increasing competition from Chinese manufacturers. EnerWrap’s EU Natural Gas Storage Report is attached.

EU Gas Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  UPDATE 3-Chesapeake, Southwestern delay merger closing after FTC seeks more information

Yahoo Finance

 2️⃣  EVs Take 91.5% Share In Norway

Clean Technica

 3️⃣  Wind Energy Market size is set to grow by USD 47.88 bn from 2024-2028, increasing awareness of environmental ... - PR Newswire

PR Newswire

 4️⃣  Chief Commodities Analyst Says OPEC+ Is In Full Control

Rigzone

 5️⃣  Enterprise Products to Build New Gas Facility in Delaware Basin

Rigzone

 6️⃣  Oil's Under the Hood Signals Tell Tale of Very Bullish Market

Rigzone

 7️⃣  Tesla Offers Steep Discounts on SUVs Piling Up in Inventory

Yahoo Finance

 8️⃣  Hybrid Cars Retake The Limelight As EV Sales Slow. What It Means For Ford, GM, Tesla.

Yahoo Finance

 9️⃣  GE Vernova to cut jobs at LM Wind Power subsidiary

Wind Power Monthly

 🔟  Volvo's U.S. EV Sales Were Still Pretty Low In Q1 2024

Inside EVs

 Last Five EnerWrap Reports 💡

U.S. Natural Gas Storage Weekly

U.S. Weekly Oil Storage

Monthly Planned Generation Capacity

EU Gas Storage

US. Natural Gas Storage

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Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

Apologize for the slight delay today, we ran into technical difficulties. Our U.S. Natural Gas Weekly report is attached:

US Gas Storage Weekly

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  U.S. Gasoline Prices Hit Highest Level in Six Months - OilPrice.com

OilPrice.com

 2️⃣  Ocean Temperatures Suggest a Daunting 2024 Hurricane Season

NY Times

 3️⃣  Oil Prices Holds Above $85 As Israel Braces For Iran Response Lifting Energy Stocks Near Buy Points

Yahoo Finance

 4️⃣  China’s largest BESS integrator Hyperstrong targets US and international markets

Energy Storage News

 5️⃣  Tesla's growth in China will be a 'struggle': Analyst

Yahoo Finance

 6️⃣  Shares in Brazilian company jump 30% with return to oil production activities - Upstream Online

Upstream Online

 7️⃣  Audi U.S. Electric Car Sales Improved 29% In Q1 2024

Inside EVs

 8️⃣  Hertz’s Doomed Bet on 100,000 Teslas

Bloomberg Markets

 9️⃣  A stronger electric grid, enhanced customer services and environmental obligations are some of the drivers of Duke Energy's Indiana rate request

Yahoo Finance

 🔟  Crude Oil Soars to 5-Month High: Energy Stocks to Watch

Yahoo Finance

 Last Five EnerWrap Reports 💡

U.S. Weekly Oil Storage

Monthly Planned Generation Capacity

EU Gas Storage

US. Natural Gas Storage

Weekly US Oil Storage

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Share

EnerWrap Featured Research:

U.S. Oil Storage Weekly, a free publication:

Weekly US Oil Storage

Monthly Planned Generation Capacity

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  U.S. ethane production, consumption, and exports set new records again in 2023

Energy Information Association

 2️⃣  New geothermal energy permit accepted for Whitebark Energy in Cooper Basin

Energy Global

 3️⃣  Musk plots $3bn Tesla factory in India as Modi races to overtake China on electric cars

Yahoo Finance

 4️⃣  Toyota Has A 'We Told You' Moment As Stock Climbs 32% Year To Date

Inside EVs

 5️⃣  Waning EV Demand in the US

Bloomberg Markets

 6️⃣  U.S. Crude Oil Stockpiles Rose by 3.2 Million Barrels Last Week

WSJ Markets

 7️⃣  Oil Advances Near $90 as OPEC Sticks With Its Production Cuts

Yahoo Finance

 8️⃣  88 Energy Confirms Light Oil Discovery in Alaska Asset

Rigzone

 9️⃣  European grid plans underestimate wind capacity by 27GW

Wind Power Monthly

 🔟  Ed Morse Expects a $70-$95 Range for Oil Prices - Bloomberg

Bloomberg

 Last Five EnerWrap Reports 💡

Monthly Planned Generation Capacity

EU Gas Storage

US. Natural Gas Storage

Weekly US Oil Storage

Global Rig Count Weekly

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Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

Attached is our monthly U.S. Planned Generation Capacity, which shows EIA data as of February 2024.

Planned U.S. Power Capacity

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Tesla’s Sales Drop, a Sign That Its Grip on the E.V. Market Is Slipping

NY Times

 2️⃣  SLB to Buy Oilfield Service Rival ChampionX for $7.8 Billion

Yahoo Finance

 3️⃣  Dallas Fed Energy Survey Outlines Oil and Gas Activity 

Rigzone

 4️⃣  Apple Couldn’t Make an EV, but Xiaomi Did

Yahoo Finance

 5️⃣  Rivian Deliveries Grow 70% As The EV Startup Reaffirms 2024 Production Target

Yahoo Finance

 6️⃣  Enel completes microgrid at Eaton plant in Puerto Rico

Renewables Now

 7️⃣  EVs Exceeded 5% Of New Car Sales In 31 Countries In Q4 2023

Inside EVs

 8️⃣  US developer/IPPs Lightshift and MN8 raise US$425 million for storage and solar

Energy Storage News

 9️⃣  U.S. petroleum product exports set another record high in 2023

Energy Information Association

 🔟  FPL gets green light to reduce rates for the second consecutive month

Yahoo Finance

 Last Five EnerWrap Reports 💡

EU Gas Storage

US. Natural Gas Storage

Weekly US Oil Storage

Global Rig Count Weekly

U.S. Natural Gas Power Monthly 

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Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

Natural gas focus today with US and EU gas storage. TLDR - gas storage remains bloated and prices reflect that fact.

US Weekly Gas Storage

EU Gas Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Citi Says 42% of Energy Clients Unprepared for Low-Carbon Future - Bloomberg

Bloomberg

 2️⃣  Renewables generate over 50% of UK power for 1st time in Q4 2023

Renewables Now

 3️⃣  Asia Crude Imports Surge as China, India Snap Up Russian Oil - Maritime Logistics

Maritime Logistics

 4️⃣  Oil & Gas Stock Roundup: XOM's Guyana Find and DRQ's Merger Take Center Stage

Yahoo Finance

 5️⃣  Bridge Disaster Leaves Some US Coal Miners With Few Options

Bloomberg Green

 6️⃣  Coal India surpasses annual target of coal supplies to power sector this fiscal - BusinessLine

BusinessLine

 7️⃣  Egypt Mulls LNG Imports to Avoid Shortages During Summer Heat

Bloomberg Markets

 8️⃣  Why Gasoline Prices Are Rising Faster Than Usual This Year

WSJ Markets

 9️⃣  Saudi Arabia Targets Historic Green Bond Sales for Projects

Bloomberg Green

 🔟  The Last Coal-Fired Power Plants in New England Are to Close

NY Times

 Last Five EnerWrap Reports 💡

US. Natural Gas Storage

Weekly US Oil Storage

Global Rig Count Weekly

U.S. Natural Gas Power Monthly 

Monthly U.S. Geothermal Power

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EnerWrap Featured Research:

Weekly US OIl Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Macquarie Sees USA Oil Production Exiting 2024 at 14MM Barrels Per Day

Rigzone

 2️⃣  BlackRock Issued Legal Warning Over ESG Strategy by Mississippi

Bloomberg Green

 3️⃣  Solar laggards: The five states with the least amount of solar installed - pv magazine USA

pv magazine USA

 4️⃣  NYC's Curbside EV Chargers Are Popular — and Often Blocked

Bloomberg Green

 5️⃣  Record Growth in Renewables, but Progress Needs to be Equitable

IRENA

 6️⃣  West Texas Areas Are on Alert for New Fires: Weather Watch

Bloomberg Green

 7️⃣  U.S. natural gas production grew by 4% in 2023, similar to 2022 

Energy Information Association

 8️⃣  Permian Oil Rig Count Decreases in 3 of Prior 6 Weeks

Yahoo Finance

 9️⃣  Texas Companies Betting Hydrogen Can Become A Cleaner Fuel For Transport

Real Clear Energy

 🔟  US Govt Makes Record Investment of $6B for Industrial Decarbonization

Rigzone

 Last Five EnerWrap Reports 💡

Weekly US Oil Storage

Global Rig Count Weekly

U.S. Natural Gas Power Monthly 

Monthly U.S. Geothermal Power

Weekly Oil Storage

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Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

We are highlighting a couple recent energy policy pieces:

US Energy Production by POTUS

SPR Nearly 50% "Refilled"

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Energy ETF (XLE) Hits New 52-Week High

Yahoo Finance

 2️⃣  ExxonMobil (XOM), JERA Partner on Low-Carbon Hydrogen Project

Yahoo Finance

 3️⃣  Crude oil prices to trade with upside bias over geopolitical tensions; Brent may hit $90-$95/bbl in near-term | Mint - Mint

Mint

 4️⃣  Offshore Wind Market Improving After Price Reset, Says EDP - Offshore Engineer

Offshore Engineer

 5️⃣  Germany's SEFE to Take Over Huge Gas Grid Company - Bloomberg

Bloomberg

 6️⃣  The EV landscape is set for a turnaround in 2024

Yahoo Finance

 7️⃣  Walmart commits to almost 1 GW of fresh clean energy in US

Renewables Now

 8️⃣  Invenergy gets USD-900m green LC for renewables pipeline in Americas

Renewables Now

 9️⃣  Western U.S. Hydropower Generation Fell to a 22-Year Low Last Year

Clean Technica

 🔟  Texas BESS reliability issue is ‘not over’ for ERCOT despite NPRR 1186 state-of-charge rule rebuff

Energy Storage News

 Last Five EnerWrap Reports 💡

Global Rig Count Weekly

U.S. Natural Gas Power Monthly 

Monthly U.S. Geothermal Power

Weekly Oil Storage

EIA Drilling Productivity Report

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Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

Weekly Global Rig Counts

Top-10 Midday News Items to Make You Smarter about Energy 👀 -

 1️⃣  Energy Dept. Awards $6 Billion to Cut Carbon from Industry

NY Times

 2️⃣  U.S. DOE unveils roadmap for next generation of geothermal power

Energy Global

 3️⃣  Climate Change: IEA Critics Are Wrong About Energy Security - Bloomberg

Bloomberg

 4️⃣  USA Oil and Gas Job Figures Jump

Rigzone

 5️⃣  Why Texas Is Building a Smart Highway for Driverless Trucks - Bloomberg

Bloomberg

 6️⃣  European Green Deal architect: ‘EU should reward sustainability – like the US and China’

Wind Power Monthly

 7️⃣  Over 16,000 Tesla Supercharger Stalls Open To Ford, Rivian And Others: Exec

Inside EVs

 8️⃣  Battery Energy Storage System Market Size, Share And Growth Analysis For 2024-2033

EIN News

 9️⃣  Michigan lawmakers want to make it cheaper to install solar energy - The 'Gander

The 'Gander

 🔟  Radia Raising Up To $300M For World's Largest Plane To Carry Wind Blades

Real Clear Energy

 Last Five EnerWrap Reports 💡

Global Rig Count Weekly

U.S. Natural Gas Power Monthly 

Monthly U.S. Geothermal Power

Weekly Oil Storage

EIA Drilling Productivity Report

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

Today’s EnerWrap research highlights the growth in US natural gas generation. Despite the renewable narrative US natural gas is powering the country and with prices at 30-year lows will continue to.

Natty Power Monthly

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Texas is among several states suing the federal government over a ban on exporting liquefied natural gas - KRLD

KRLD

 2️⃣  U.S. Gas Consumers Bear Brunt of LNG Exports

Real Clear Energy

 3️⃣  EPA's Hard-Fought Climate Rule for Cars Expected Next Week

Real Clear Energy

 4️⃣  US Battery Storage Smashes Deployment Records In Q4 2023

Real Clear Energy

 5️⃣  Biden Admin Mounts Defense Of 'Clean' Hydrogen

Real Clear Energy

 6️⃣  US DoE allocates USD 475m to clean energy projects on mines

Renewables Now

 7️⃣  Tesla Falls On China Production Cut As Deliveries Miss Looms

Yahoo Finance

 8️⃣  How the New E.P.A. Rules Affect Toyota and Their Hybrid Cars

NY Times

 9️⃣  DOI Announces Proposal for Second GOM Offshore Wind Auction

Rigzone

 🔟  Attacking Electric Vehicles Has Become An Aggressive Political Campaign Tactic

Clean Technica

 Last Five EnerWrap Reports 💡

Monthly U.S. Geothermal Power

Weekly Oil Storage

EIA Drilling Productivity Report

U.S. Monthly Wind Generation

2023 U.S. Behind-the-Meter Solar Review

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

Share

EnerWrap Featured Research:

Oil prices continue to remain above $80 as RBOB cracks move higher heading closer to summer driving season. Natural gas remains on its back, an evergreen statement for most of the last decade. EnerWrap released our Monthly US Geothermal Report which highlights despite recent excitement, geothermal remains only 2% of the US power stack.

Geothermal Monthly

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  EIA increases oil price forecast following OPEC+ production cut extension

Energy Information Association

 2️⃣  KKR to buy majority stake in California solar, storage firm Avantus

Renewables Now

 3️⃣  Who Had Green Hydrogen On Their Mississippi Bingo Card This Year?

Clean Technica

 4️⃣  Shell Is Closing 1,000 Gas Stations To Focus On EV Charging

Inside EVs

 5️⃣  Common Electric Car Words, Terms And Topics Explained

Inside EVs

 6️⃣  CalPERS says Exxon should drop lawsuit against climate-conscious investors

Yahoo Finance

 7️⃣  DOE: US energy storage pipeline up 300% since Inflation Reduction Act passed

Energy Storage News

 8️⃣  Drivers Are Confused By Unrealistic EPA Range Figures

Clean Technica

 9️⃣  Climate Change Made an Early Heat Wave in West Africa 10 Times as Likely

NY Times

 🔟  Shell drops out of US offshore venture

Energy Watch

 Last Five EnerWrap Reports 💡

Monthly U.S. Geothermal Power

Weekly Oil Storage

EIA Drilling Productivity Report

U.S. Monthly Wind Generation

2023 U.S. Behind-the-Meter Solar Review

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

Subscribe now

EnerWrap Featured Research:

EIA Weekly Oil Storage Data

US Oil Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Biden's EPA Gives Automakers More Leeway to Phase Out Gas-Engine Cars

WSJ

 2️⃣  The EPA’s New Emissions Standards Mean A More Gradual EV Transition

Inside EVs

 3️⃣  A $3.2 Trillion Refinancing Wall Looms for High-Carbon Issuers

Bloomberg Green

 4️⃣  US Can Triple Bioenergy Capacity to Over 1B Tons Annually: Govt Report

Rigzone

 5️⃣  Natural gas intrastate pipeline capacity additions outpaced interstate additions in 2023

Energy Information Association

 6️⃣  Texas Hydrogen Projects to Add Wind, Solar Power to State Grid

Bloomberg Green

 7️⃣  O&G Service Providers Dril-Quip, Innovex to Merge

Rigzone

 8️⃣  Texas to Release Details of $5 Billion Power-Development Fund

Bloomberg Markets

 9️⃣  US plans second Gulf of Mexico offshore wind auction

Wind Power Monthly

 🔟  US energy storage sector adds 8.7 GW in 2023 after strong Q4

Renewables Now

 Last Five EnerWrap Reports 💡

Weekly Oil Storage

EIA Drilling Productivity Report

U.S. Monthly Wind Generation

2023 U.S. Behind-the-Meter Solar Review

U.S. Solar Monthly

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

EnerWrap Featured Research:

TLDR: The themes in energy remain the same. Oil strengthening while natural gas remains on its back. The Exxon/Chevron quarrel continues to play out. Renewable challenges continue to surface despite underlying growth (that is slowing). EnerWrap released our Monthly EIA DPR Report which details oil & gas drilling across the 7 primary basins in the U.S..

EIA DPR Report

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  EIA Boosts USA Crude Oil Production Forecasts

Rigzone

 2️⃣  M&A activity in 2023 furthers consolidation of U.S. crude oil and natural gas firms

Energy Information Association

 3️⃣  Climate Change Speeds Up as Major Indicators Blow Off the Charts, WMO Warns

Bloomberg Green

 4️⃣  Biden Drops Mileage Score for Electric Cars in Bid to Spur Sales

Bloomberg Green

 5️⃣  Shadow-Fleet Oil Tanker Damaged in Collision Near Denmark

Bloomberg Markets

 6️⃣  Barclays CEO Says ‘Wavering Strength’ Hurting Shift to Net Zero

Bloomberg Green

 7️⃣  Chevron CEO Says Guyana Talks With Exxon Ended ‘Abruptly’

Bloomberg Markets

 8️⃣  Utility SRP, NextEra bring online Arizona’s ‘largest’ BESS project, to supply Google

Energy Storage News

 9️⃣  Why ExxonMobil green energy investments aren't 'needle-moving'

Yahoo Finance

 🔟  Natural Gas Isn’t Burning Nearly As Cleanly As We Thought

Clean Technica

 Last Five EnerWrap Reports 💡

EIA Drilling Productivity Report

U.S. Monthly Wind Generation

2023 U.S. Behind-the-Meter Solar Review

U.S. Solar Monthly

Weekly US Gas Storage 

 📈  The Nooner  📉

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Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

EnerWrap put out a Special Report today highlighting 2023 rooftop solar. Additionally, our US Monthly Wind Report looks at an underreported story, the stagnation of wind generation in the US.

2023 Rooftop Solar Review

US Monthly Wind

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Exxon Says No Interest in Buying Hess Amid Chevron Dispute

Yahoo Finance

 2️⃣  U.S. crude oil exports reached a record in 2023

Energy Information Association

 3️⃣  The EPA May Finalize Tough New Rules To Boost EV Sales This Week

Inside EVs

 4️⃣  Tesla 2024 Earnings Estimates Keep Coming Down. The EV Giant Is Now Hiking Vehicle Prices.

Yahoo Finance

 5️⃣  Global wind turbine orders hit 155 GW in 2023, says WoodMac

Renewables Now

 6️⃣  Biden’s Gas Export Pause Faces Second Probe by House Republicans

Bloomberg Green

 7️⃣  Oil prices rise amid attacks on Russian energy facilities, brent crude at $86/bbl | Mint - Mint

Mint

 8️⃣  Nine More States Sue SEC Over Climate Rule

Real Clear Energy

 9️⃣  The Zombies of the U.S. Tax Code: Why Fossil Fuels Subsidies Seem Impossible to Kill

NY Times

 🔟  Tellurian Plunges Amid Leadership Changes

Bloomberg Markets

 Last Five EnerWrap Reports 💡

U.S. Monthly Wind Generation

2023 U.S. Behind-the-Meter Solar Review

U.S. Solar Monthly

Weekly US Gas Storage 

Weekly Oil Storage

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

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EnerWrap Featured Research:

We released our US solar monthly report today which details utility-scale and behind-the-meter solar generation in the U.S. We plan to do some additional work on BTM solar in the upcoming days. Become a paid subscriber to access the full report.

US Solar Monthly

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Sierra Club Sues SEC Over Climate Rule

Real Clear Energy

 2️⃣  U.S. Oil Buying Making Russia Richer Than Ever

Real Clear Energy

 3️⃣  Tesla Stock Hit 10-Month Lows But Dive Doesn't Scare Cathie Wood

Yahoo Finance

 4️⃣  Tracking Greenhouse Gas Emissions: From Field Work to Strategy

Clean Technica

 5️⃣  Plug-In Car Sales In Germany Weakened Again In February 2024

Inside EVs

 6️⃣  Russia’s Drone-Attacked Oil Refineries: What You Need to Know

Bloomberg Markets

 7️⃣  Natural gas leak closes U.S. 51 in Richview - x95radio.com

x95radio.com

 8️⃣  Portugal's solar, hydropower plants reach new production records

Renewables Now

 9️⃣  Tesla And BYD Face EV Challenge With Nissan, Honda In EV Partnership Talks

Yahoo Finance

 🔟  EPA Announces Most Energy-Efficient Manufacturing Plants of 2023

EPA

 Last Five EnerWrap Reports 💡

Weekly US Gas Storage 

Weekly Oil Storage

U.S. Power Gas-Coal Switching

Global Rig Counts Weekly

U.S. Energy Production By President

 📈  The Nooner  📉

Better than morning or night, your midday Energy delight

Energy news delivered daily M-F 12pm CST

Subscribe now

EnerWrap Featured Research:

TLDR: Weakness in EV demand remains a focus as US manufacturers face pressure from lower cost Chinese rivals. Coal prices witnessing a sharp pullback. EnerWrap release our Weekly Oil Storage Report.

Weekly Oil Storage

Top-10 Midday News Items to Make You Smarter about Energy 👀

 1️⃣  Tesla slips as Wells Fargo warns of waning effect of price cuts over demand

Yahoo Finance

 2️⃣  US solar factories are in for 'rude awakening,' report warns - American Journal of Transportation

American Journal of Transportation

 3️⃣  Brazil’s Clashing Goals: Protect the Amazon and Pump Lots More Oil

NY Times

 4️⃣  Oil Fields Release Far More Methane Than Thought, Study Finds

NY Times

 5️⃣  Natural Gas Price Forecast: Sub-$2 Levels Amid Lower European Demand & Weaker Dollar - FX Leaders

FX Leaders

 6️⃣  European Investment Bank Sees Green Opportunities in Africa

Bloomberg Green

 7️⃣  BP and UAE's $2B Israel Gas Deal Suspended as War Rages

Rigzone

 8️⃣  Shell Plans to Cut 20% of Jobs in Its M&A Unit - OilPrice.com

OilPrice.com

 9️⃣  Winter storms have disrupted U.S. natural gas production

Energy Information Association

 🔟  Some European grid plans lag behind renewable targets, Ember says

Renewables Now

 Last Five EnerWrap Reports 💡

Weekly Oil Storage

U.S. Power Gas-Coal Switching

Global Rig Counts Weekly

U.S. Energy Production By President

Monthly U.S. EV Sales

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