To keep in line with the twists and turns of the fate of EPA’s Clean Power Plan, one of the highest-profile environmental regulations to come out of the Agency, which aims to reduce U.S. power sector CO2 emissions by more than 30% by 2030 below 2005 levels, the November 8 presidential election was no different. […]
A Record Year: 2016 solar capacity build reaches all-time highs
Final numbers from EIA prove what the solar industry had long suspected: 2016 was a record year for solar build in the United States. Driven by plummeting costs and strong policy support in key markets, 13.7 GW of new solar capacity was added in 2016, pushing total U.S capacity to 35.9 GW. The 13.7 […]
EVA Special Report: Second Wave of U.S. LNG Exports to Rival Magnitude of First Wave
Arlington, Virginia – February 14, 2017 Energy Ventures Analysis (EVA) today published a report analyzing the current status of U.S. LNG exports. The report goes beyond the increasingly well-understood first wave of U.S. LNG projects and evaluates the potential timing and magnitude of a second phase of projects likely to be sanctioned over the next […]
Environmental / Regulatory Affairs – What to expect in 2017
The turn of the year always allows time to reflect on what has transpired over the past year and what is to come during the next. This month’s newsletter provides a high-level overview of what to expect on the federal and state regulatory level affecting the domestic energy industry. Federal EPA Clean Power Plan (CPP) […]
Solar Down South: EIA AEO 2017 predicts enormous solar PV builds in the Southeast
The U.S. Energy Information Administration (EIA) recently released its Annual Energy Outlook for 2017 (AEO 2017), which provides projections through 2050. One of the more interesting results from this year’s release is the EIA’s reference case projection of an enormous increase in long-term solar PV capacity in the Southeast. Utility-scale solar PV capacity in […]
More Than a Headline? A closer look at non-binding HOA offtake contracts
Despite a strong consensus that the global LNG market is headed into a period of considerable oversupply, developers continue seek every opportunity to garner commercial momentum for their proposed LNG projects. Binding offtake contracts remain a necessity for new LNG projects. Given the scale of the investment and length of the construction timeline, proposed projects […]
EVA Special Report: Competition Between Renewables and Natural Gas Escalates
Arlington, Virginia – January 19, 2017 Energy Ventures Analysis (EVA) today published a report analyzing regional dynamics of near-term renewables and gas power capacity additions. The report focuses on a few critical states (Texas, California, Pennsylvania and New York) and evaluates the increasingly prevalent competition between gas and renewable energy (namely, wind and utility-scale solar […]
Monthly Short-Term Crude Oil and Petroleum Products Price Forecast
Monthly Short-Term Crude Oil and Petroleum Products Price Forecast Published December 29, 2016 Arlington, Virginia – December 29, 2016 – EVA Decodes OPEC’s Fuzzy Math and Finds Global Glut to Persist Through 2017. In EVA’s recently released Monthly Short-Term Crude Oil and Petroleum Products Price Forecast the OPEC plan for balancing global […]
Energy Ventures Analysis’ Leading Natural Gas Market Advisory Service Anticipated Surprise JAN Expiration for Weeks
Arlington, Virginia – January 5, 2017 Headlines flashed across markets last week announcing that natural gas prices had ripped their way to a two-year high as threats of cold-air invasions met an unusually-tight supply/demand balance, completing a 5-day, 20.5% rally into the JAN contract expiry of $3.93. Clearly, this found many market participants surprised, with […]
Betting Big on Spot: Massive tenders from new importers push LNG spot market to new heights
In the past few months, two relatively new LNG buyers—Pakistan and Egypt—issued unprecedented tenders for short-term LNG supply. The deals, though not fully completed, reflect the convergence of two mutually-reinforcing trends: the rapid emergence of new importers and the heavy surplus of LNG set to hit the market in the next few years. In late […]