Cheap natural gas is disrupting the chemical and energy production markets, and impact on the transportation fuel space has been minimal. Gas-to-liquid (GTL) efforts are ramping, a range of alternative fuel innovators are scaling processes to convert methane, while natural gas vehicles (NGVs) number...
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News Commentary | February 04, 2021
Lux Research looked at the return on capital as reported by O&G companies and the average oil price in the same year. Unsurprisingly, the two show a quite strong correlation. The analysis shows that the industry needs an average oil price of at least $60/bbl to justify the current WACC of about ... Not part of subscription
News Commentary | March 31, 2021
While the U.S. Gulf Coast's (USGC) gasoline and crude oil production has returned to nearly pre‑blizzard levels, the recovery of chemical plants has been much slower. Though some shutdowns have only caused local issues – USGC ethylene spot prices are 10% above those in Asian markets – others, such ... Not part of subscription
News Commentary | May 16, 2022
NACFE (the North American Council on Freight Efficiency) found that 50% of Class 8 regional haulage trucks are ready to be fully electrified today. This is actually a slight downward revision ofNACFE's claims in 2021 that 70% are electrifiable after conducting additional interviews with fleet owners... Not part of subscription