EV Transition Would Drive Copper Supply Crisis

A new study, entitled "Copper Mining and Vehicle Electrification" (International Energy Forum, May 2024: Cathles and Simon), published by researchers from the University of Michigan and Cornell University, offers some exhaustively documented and sobering projections of the amount of additional copper that must be mined just to meet organic global demand growth, before adding the additional... (more)

AI Is Driving a Grid Crisis.
New Gas Pipelines Are the Solution

Skyrocketing but unmet demand forecasts for grid power are prominent in the energy news lately. The main drivers are (1) a surge in new data centers supporting artificial intelligence, (2) power-hungry manufacturing facilities (especially for chips and EVs), and (3) electrification of buildings and vehicles.

Combined with the facts that generating capacity is nearing upper limits, pipe... (more)

LNG Export Licensing Freeze Endangers Jobs, Energy Security

There has been a flurry of media coverage about President Biden's directive to the Department of Energy (DOE) to "pause" reviews of applications for licenses to export LNG from U.S. terminals. This disastrous policy threatens U.S. jobs, energy security, our allies and the environment.... (more)

Playing Russian Roulette with the Natural Gas Pipeline Grid

The approach of winter brings another round in the deadly game of Russian roulette with inadequate natural gas pipeline capacity. An increasingly likely human and economic catastrophe will result if countless homes and businesses go cold and dark when the inevitable extreme cold weather event hits, with the U.S. Northeast being most vulnerable.... (more)

A Major CCS Pipeline Network is on the Horizon if Permitting Challenges are Solved

Carbon capture and storage, with its necessary pipelines, offers one of the brightest scenarios for infrastructure investment and construction, both near and long-term. Two connected obstacles - opposition from environmental organizations, and a difficult permitting process - must be overcome before the immense opportunity of a new CO2 pipeline network spanning as much as 100,000 miles ... (more)

Forced Vehicle Electrification Threatens Carbon Energy Projects and Assets

A recent Biden Administration Executive Order on electric vehicle adoption declares that "America must lead the world on clean and efficient cars and trucks. That means bolstering our domestic market by setting a goal that 50 percent of all new passenger cars and light trucks sold in 2030 be zero-emission vehicles, including battery electric, plug-in hybrid electric, or fuel cell ... (more)

EEIA Infrastructure Permitting Reform Campaign Begins in Earnest

A once-in-a-generation opportunity to remove the roadblocks to energy infrastructure development took flight on March 15 with the introduction of H.R. 1: The Lower Energy Costs Act in the U.S. House of Representatives. The designation of H.R. 1 means this is Speaker McCarthy's top priority for this session of Congress.... (more)

EEIA to Speaker McCarthy: Cut Regulatory Burdens to Unleash American Energy

Following the epic fight to elect Kevin McCarthy Speaker of the House, in his acceptance remarks the new Speaker sounded the call to reduce regulatory burdens on energy development with these words: "We pledge to cut the regulatory burden, lower energy costs for families, and create good-paying jobs for workers by unleashing reliable, abundant American-made energy."... (more)

Major Projects Underway: Carbon Capture and Storage Infrastructure

EEIA is tracking the potential for carbon capture and storage (CCS) to drive a new wave of energy infrastructure construction, especially CO2 pipelines. It's now happening, with new project announcements seemingly coming weekly. There are several drivers, and chief among them are growing customer demands for lower carbon fuels, power and other products; carbon-intensity criteria conside... (more)

Permitting Reform Deal: What's In It for Pipelines?

With Senators Joe Manchin's and Kyrsten Sinema's support of the "Inflation Reduction Act" (IRA) reincarnation of Build Back Better, our attention is also on a future pipeline permitting reform deal Senator Manchin is reported to have cut in exchange for his support of IRA.... (more)