CSIS has been researching how different players in the global LNG industry can help lower methane emissions. I’m happy to share this video (cs.is/3AqLGI0) summarizing our work, including perspectives from , , , and .🧵
Pinned Tweet
Show this thread
Follow
Ben Cahill
@bencahillenergy
Senior fellow . Oil markets, geopolitics, NOCs, energy transitions, just transitions, indie rock, cocktails, DC life. Formerly .
Washington, DCJoined May 2020
Ben Cahill’s Tweets
Last year was the first time investment in the energy transition equaled global fossil fuel investment, per and .
1
2
5
Good to see this framework being adopted. Still not clear how many buyers are demanding this type of detailed emissions accounting. But it’s a start!
2
It's always a privilege to talk with Tatiana Mitrova. joined us on the podcast to talk about sanctions, the price cap, the shadow fleet, Russia's key energy trade partners, and more. Check it out.
2
4
For the last week, I’ve been in Abu Dhabi, attending climate and energy conferences and speaking to , , , and more, as the UAE prepares to host COP28 later this year. Here’s a round-up of my reporting so far 1/17
1
10
55
Show this thread
Timely piece with co-author We examine the role of nat #gas in Ukraine's #energy future, including its resource and #infrastructure potential in a lower-carbon #Europe
#financing #war #hydrogen #storage
2
4
8
The immigration lines at Dulles Airport are out of control. 90 minutes to clear immigration. 25 empty booths. It’s a terrible first impression for people visiting the US. it’s time to staff up!
8
5
44
with Andrew Steer of the Bezos Earth Fund and Elizabeth Yee from Rockefeller Foundation talking about the Energy Transition Accelerator. Inspiring stuff. rockefellerfoundation.org/social-toolkit
2
On some criticisms of the IRA, “we need incentives like this across the board and around the world” to boost investment in clean energy. Claudio Descalzi of notes that not all countries have the fiscal space for big incentives.
Show this thread
Good to hear Amos Hochstein and others talking about the need to scale up finance for clean energy and critical minerals projects in developing countries at #acenergyforum in Abu Dhabi.
2
1
18
Show this thread
UPCOMING ONLINE EVENT: Join us on Thursday, 1/19 at 10AM for a fascinating discussion about the impact of international sanctions on the Russian economy with , , , and . Please register below!
csis.org/events/sanctio
15
12
Quote Tweet
January 14-15
Abu Dhabi
Join @ACGlobalEnergy for the 2023 Global Energy Forum!
The #ACEnergyForum convenes the world’s top energy and foreign policy decision makers to set the global energy agenda for the year ahead.
Learn more and register: 
bit.ly/3jtH7Yz
0:30
553 views
4
It's a good question. Neither is problematic! The U.S. is now a big exporter of LNG, crude, and petroleum products. There's no value in over-engineering where those things go. Adding supply to the global market boosts energy security.
Quote Tweet
Help a reporter understand:
Why is it problematic for oil from the SPR to go to China, but not so for U.S. LNG to go to China?
4
14
Allegra and also wrote this op-ed on how Congress can support critical repairs in the power sector. is doing essential work here.
Show this thread
The report has high-level recommendations on energy. My colleague Allegra Dawes wrote on renewable energy👇. And we're about to publish a report on natural gas and how to create an enabling environment for postwar investment. csis.org/analysis/devel
1
Show this thread
U.S. Treasury officials are in Europe this week to discuss more sanctions on Russia’s oil industry
1
3
It was great to host EIA Administrator Joseph DeCarolis on our podcast . talked about 's unique role in the energy data ecosystem, his goals for EIA, and the challenges of modeling long-term energy transitions. Check it out! csis.org/podcasts/energ
1
4
11
The EU embargo on seaborne Russian crude and the EU-G7 price cap are institutionalizing the discounts for Russian crude, forcing Russia to ship oil over longer distances to a dwindling number of buyers, writes 's .
Learn more:
4
16
A month after the EU embargo on seaborne Russian crude and the EU-G7 price cap, the market is strangely calm. Here's a new memo from me on the market impact and changes in Russian crude flows.
4
1
“We do the acquisition, we do the synergy, immediately next we go for diversification.” Right. Got it.
1
1
Algorithm-driven trading (in a thinly traded market) creating more volatility.
7
Summary of the European gas market from . Six months after a huge drop in Russian gas exports, Europe's storage is still 84% full and front-month TTF is around $22/MMBtu. Plus Brent crude is below $80/bbl. Amazing.
3
8
There are no quick wins in the fight against climate change, but reducing methane emissions comes close.
WATCH 📺 's , 's + others unpack how industry stakeholders can help #CutMethane emissions ⬇️
From
CSIS
8
9
Aramco, ADNOC and others are placing multibillion-dollar wagers on the energy transition
4
22
39
A few comments from me in this article. The shale boom led to smaller footprints for the majors and the big indies. This suggests the talk of U.S. policy obstacles to investment is overblown. But who will invest in frontier exploration?
2
2
11
Great reporting by . Initial reports of “price cap compliant” cargoes may have been overstated, and new traders and middlemen cropping up.
1
1
6
This book. It’s good.
5
Rest in peace to the king of all kings, the boy wonder, the legend, Pelé.
Here is everything you need to know about just how great he was, and the common misconceptions surrounding him.
A thread, in his honour.🧵👑⚽️
460
13.9K
44.2K
Show this thread
Need an EV version of this please.
5
49
NEW: Iran and Russia are investing billions in a sanctions-defying trade corridor stretching from the eastern edge of Europe to the Indian Ocean, connecting the Volga River to Iran's port of Chabahar via the Caspian Sea.
bloomberg.com/graphics/2022- via
10
89
112
Show this thread
Rebuilding Ukraine’s energy system provides an opportunity to modernize the sector and bolster energy security. Developing renewable energy will support these goals, writes 's and Allegra Dawes.
Learn more: csis.org/analysis/devel
2
2
6
Random #energytwitter question. Looking for large companies outside the oil and gas sector that have used lifecycle analysis of their GHG emissions in a serious way to shape corporate strategy, not just box-ticking for corporate reporting. Best examples??
2
1
Here's new evidence that at least some oil trade to India is happening under the price cap w/Western insurance, with the necessary attestations.
2
1
TONIGHT: with , with and with discuss 2022’s top defense stories & with on the price cap for Russian oil. 8 & 10:30 on WJLA 24/7 News
3
12
11
It is awesome to see Morocco go through! And really cool that they have so many supporters in Qatar.
2
Bigger picture: setting the cap at $60/b was smart. If the G-7 & EU went for $40/b, for ex., cheating would be rampant & enforcement would be a nightmare. Don't know where this is going in longer term...but if goal #1 was to avoid market disruption, off to a good start.
4
Show this thread
It might take weeks for the market implications of the price cap to become clear, and for demand for Russian barrels to firm up. But setting the cap at $60/b undercut fears of a sharp disruption, and shifted sentiment. (3/4)
1
Show this thread
Maybe. It's possible this is a lull as traders, shippers, and so on absorb the implications and mechanics of the price cap. Here's a good rundown of near-term shipping hiccups in Turkey, as well as challenges for traders. (2/4)
1
2
Show this thread