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4/2/2024

Energy Realism looked at some potential ways to cut emissions: the reality is that sustainability is a core focus for most industries. 

Sarah Merricks got us started last week: now is the time to be bold when it comes to climate change – especially on Scope 3. The absence of clear guidelines creates a murkiness and uncertainty that industries cannot afford. Reducing emissions, of course, will require more hydrogen, which is why the oil and gas industry is focusing on that resource. Katrina Fitz looks at hydrogen in California, our leading “green” state. Clean hydrogen is a versatile fuel that can be produced in many ways and used across several sectors of the economy, including transportation, power generation, and industry. Congress recognized this versatility within the IRA, creating a tax credit that allocates clean hydrogen incentives based on the carbon-intensity of production methods. Indeed, hydrogen is just another domestic energy resource we should focus on, in our effort to bring more energy to a growing nation while also reducing emissions. Heather Reams explains why the U.S. energy production machine is so critical to not just ourselves but to the entire world. 

In the News

How the SEC Climate Rule Won Over Vocal Opponents

Richard Vanderford, WSJ

The Energy Transition Is Not Happening

Francis Menton, Manhattan Contrarian

IEA: No Chance of Hitting Climate Goals Without Nuclear

Charles Kennedy, Oil Price

Big Oil Grows Bolder in Transition Pushback

Irina Slav, Oil Price

Why EVs Are Causing a Tire Boom

Robert Ferris, CNBC

California’s Electricity Disaster In Seven Charts

Robert Bryce

ING Sees Oil Prices Rising Further on Supply Risk

Alex Kimani, Oil Price

Oil Market Saw Frenzy of Hedge Fund Buying

John Kemp, Reuters

EVs Will Decide the Outcome of the U.S. Election

Joel Kotkin, The Telegraph

Electric 18-Wheelers Even Stupider Than EVs

David Blackmon, The Telegraph

EVs Set for a Turnaround in 2024

Smith & Mills, Yahoo Finance

Nissan Plans 16 New EVs By 2026

Shannon Thaler, NY Post

The Potential of Chinese EVs

Nasir Jamal, Dawn

An EU Carbon Tax Will Upend the Global LNG Market

Tsvetana Paraskova, Oil Price

Big Auto Begging to Go Bankrupt

Jameson Dow, Electrek

Multimedia

The Disturbing Truth About Recycling

Valuetainment

Have you ever wondered what really happens to your recyclables? In this video, Patrick Bet-David explains the disturbing truth about recycling and the impact it has on our environmen...

China Outplayed Russia in Gas Negotiations

The Researcher

There are still folks out there buying into the so-called "Great Russian-Chinese Friendship." Some of them refer to the news where Xi Jinping called Putin “FRIEND”.

Why We Can’t Just Stop Oil

Economics Explained

'Go, Go, Go' on Oil Into Summer Driving Season

CNBC Television

Paul Sankey, Sankey Research President & Lead Analyst, joins 'Fast Money' with his bull case for oil heading into summer.

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