New Unconventional Gas Hits LNG and the future of new Pipelines

March 10, 2010

This companion piece to the Huge Unconventional Gas Finds likely to change US Gas Markets was commissioned by Oxford Analytica and published in the end of 2009.

SUBJECT: The impact of huge new US and Canadian unconventional gas developments on North American and global energy industries.

SIGNIFICANCE: Reliable private and government estimates suggest that proven US gas reserves from conventional and unconventional sources are likely to rise from just over 200 trillion cubic feet (Tcf) to well in excess of 1,700 Tcf (surpassing current Russian reserves) due to unconventional gas developments. This is certain to have major industry implications, particularly on proposed North American gas pipeline projects from the Arctic and the outlook for the global liquefied natural gas (LNG) industry. Read the rest of this entry »


California’s Low Carbon Fuel Standard hit the Energy Sector

October 18, 2009

This policy brief, which will be followed by two companion pieces, was commissioned by Oxford Analytica. The two other pieces, one dealing with the impact on Alberta’s oil sands and the other on Brazil potential ethanol exports will be posted in the next few days.

SUBJECT: The impact of the California Air Resources Board’s new fuel lifecycle assessment rules on the energy industry in North America. Read the rest of this entry »


North American Leaders’ Declaration on Climate Change and Clean Energy

August 10, 2009

Courtesy of the White House

We, the leaders of North American reaffirm the urgency and necessity of taking aggressive action on climate change. We stress that the experience developed during the last 15 years in the North American region on environmental cooperation, sustainable development, and clean energy research, development, and deployment constitutes a valuable platform for climate change action, and we resolve to make use of the opportunities offered by existing bilateral and trilateral institutions. Read the rest of this entry »