Blog Archive

Friday, July 31, 2026

Ocean Acidification Resulting from High Atmospheric CO2 Levels Via Volcanic Eruptions Implicated in the Early Cretaceous Aptian-Albian Boundary Extinction Event


     Calcium isotope ratios (44Ca/40Ca) in the calcium carbonate shells of planktic foraminifera, a single-celled microscopic organism common in coastal and deep-sea environments, were used to determine the amount of CO2 and carbonate saturation in seawater. It was determined that those levels were elevated during the early Cretaceous at the Aptian-Albian age boundary when there was a significant mass extinction event of planktic foraminifera.

     The results were reported in the journal Science. About three-quarters of these species went extinct during the event. This is thought to have occurred after volcanic eruptions emitted large quantities of CO2 into the atmosphere. Much of the CO2 was absorbed by the oceans, which led to a lowering of the pH of seawater, meaning it became more acidic.




     According to Science Advisor:

The acidity spurs chemical reactions that erode the calcium carbonate shells of marine organisms and reduce the amount of calcium available for repair. To test whether this sparked the planktic foraminifera mass extinction, a team of paleontologists analyzed the chemistry and structure of fossils recovered from a rock core drilled off the coast of Argentina. They found that the shells of affected foraminifera contained high concentrations of heavy calcium isotopes that marine organisms usually avoid. In addition, species that evolved after the extinction event had small, simple shells lacking the structural diversity found in older fossils. Both results suggest that calcium was at a premium, a hallmark of a more acidic ocean.”






     The study may have implications for studying modern-day ocean acidification.

     



 

References:

 

Calcium isotopes link ocean acidification to Aptian–Albian foraminiferal extinctions. Jonathan Chen, Andrew D. Jacobson, Brian T. Huber, Kenneth G. MacLeod, Chuyan Wan, Anna R. Waldeck, Barbara Balestra, and Bradley B. Sageman. Science. 30 Jul 2026. Vol 393, Issue 6810. pp. 527-531. Calcium isotopes link ocean acidification to Aptian–Albian foraminiferal extinctions | Science

Witness to ocean acidification: Calcareous marine plankton can indicate past and present ocean acidification. R. Mark Leckie. Science. 30 Jul 2026. Vol 393, Issue 6810. Witness to ocean acidification | Science

Acidic oceans doomed shelled microorganisms. Science Advisor. July 31, 2026.

 

 

Variations in Crude Oil Quality: RBN Energy’s Liz Dicken Gives a Primer


     All crude oil is not the same. In fact, each source is chemically variable and has different flow characteristics. RBN Energy’s Liz Dicken explains that the main variations distinguished are density and sulfur content. These are shown in the table below. Quality is typically expressed by these two factors. Light, medium, and heavy crude are distinguished by density, which is expressed in the API gravity number. Sulfur content below 0.5% is sweet crude, and sulfur content above 0.5% is sour crude. 

     She explains below why density matters.

A crude’s density matters because it affects what refiners can make from each barrel. Lighter crudes produce higher yields of valuable refined products such as gasoline, diesel and jet fuel with relatively less processing. Heavier crudes have larger hydrocarbon molecules that need more complex refining units, such as cokers and hydrocrackers, to produce high yields of gasoline, jet fuel and diesel. That extra processing adds cost.”

     Regarding sweet vs. sour, she notes that the standards have tightened in recent years.

“…the spec for Domestic Sweet, the standard grade deliverable against the NYMEX WTI futures contract, is less than or equal to 0.42% sulfur.”




    Other factors in determining crude oil quality are given below:

 

Distillation

     Density and sulfur are not the whole story, however. Other factors, like paraffin content or waxiness, are variable. These factors can be determined when the crude oil is distilled. Refiners use a distillation curve to determine how much oil is vaporized (recovered as liquid). Waxy crudes can yield more middle distillates than their API gravity number suggests.

 

Molecule Types

     These can determine how a crude will behave when refined. Paraffin, isoparaffin, naphthene, and aromatics content can determine what products the crude is best suited to make.

The molecule types prevalent in crude oil (paraffins/isoparaffins, naphthenes and aromatics), play a big role in how that oil behaves in a refinery and how easy (or difficult) it is to turn into finished products. For example, in the jet/diesel range, aromatic and naphthenic crudes produce the material with the best cold-flow properties, but perform poorly in terms of cetane (a diesel fuel’s ignition quality) and smoke point (a measure of a jet fuel’s tendency to produce soot or smoke during combustion).”

 

Conradson carbon (Concarbon), or Micro Carbon Residue (MCR)

     This determines how a crude will behave in a coker unit and what the residue at the vacuum tower bottom will be like.

 

Total Acid Number (TAN)

     This is a measure of naphthenic acids in the crude. Crudes with higher TAN are more corrosive, especially at high temperatures.

 

Metals Content

     The presence of trace metals in the crude, such as nickel and vanadium, can affect the catalysts used in refining, effectively shortening their productive lifespan. The presence of iron particles can be abrasive and can contribute to plugging, equipment wear, and corrosion. This happens over time. Iron is also associated with increased sediment and contaminants in crude. The biggest problem with metals is catalyst poisoning in fluid catalytic cracking (FCC) units.

 

Mercaptans

     Mercaptans, or thiols, are sulfur-containing compounds that can present corrosion, safety, and operational challenges. They are highly reactive and can damage metal surfaces, "leading to sulfide stress cracking, hydrogen-induced cracking and accelerated corrosion in pipelines, storage tanks and refining equipment. They also pose serious health and safety risks due to their toxicity.”

 

West Texas Intermediate (WTI)

     Next, she explains the development of the West Texas Intermediate (WTI) grade of crude oil. This is the oil from the shale and tight rock plays of the Permian Basin, which is a major source of U.S. oil. WTI is a light, sweet crude, around 42° API, with sulfur levels near or below 0.2%. Before the advent of Permian Basin unconventional production, the oil quality from the region was about 39° API and 0.35% sulfur. Thus, WTI is a little heavier and significantly sweeter.

     The U.S. began exporting crude oil in 2015 and now exports quite a lot of it. She notes that beginning in June 2023, WTI Midland began being incorporated into Brent’s international designation. Brent is a North Sea grade. However, North Sea oil production has been declining in recent years, although new exploration is hoping to stave off that decline. She explains:

The purpose of adding WTI was largely to add liquidity and physical volume to the Brent complex as North Sea production declined, and came with explicit quality standards. The move put a brighter spotlight on WTI, and Midland has set the Dated Brent benchmark more than half the time since late 2023, putting greater emphasis on potential quality issues with WTI.”

Elevated iron, nickel, vanadium, sulfur, basic sediment and water (BS&W), or other contaminants can affect refinery operations, catalyst performance and crude-unit reliability — all of which affect the value of the crude relative to what the buyer expected. That makes terminal segregation, blending controls, pipeline-origin requirements, testing and documentation critically important.”

     The required specs for WTI Midland are given below:

Midland WTI deliverable into the Brent complex, calls for crude oil with 0.2% max sulfur and 40°-44° API, along with limits of 10 mg/kg iron, 2 mg/kg nickel and 2 mg/kg vanadium.”

     She concludes with a question:

A question that has become a hot topic recently still remains: Have quality concerns become more prevalent naturally, or are we only seeing more chinks in the armor due to added scrutiny caused by WTI’s inclusion in the Brent benchmark? As changing market dynamics, evolving blending practices and stricter quality standards reshape crude flows, the answer is more nuanced than it appears.”

  


References:

 

A Matter of Trust – Variations in Crude Oil Quality Make On-Spec Delivery Critical for Global Refiners. Liz Dicken. RBN Energy. July 30, 2026. A Matter of Trust – Variations in Crude Oil Quality Make On-Spec Delivery Critical for Global Refiners | RBN Energy

Thursday, July 30, 2026

Advanced Grid Modelling Software Performs Quadrillions of Simulations and Claims That It Has Found 300 GW of Unused Transmission Capacity


    The latest “Energy Empire” podcast, hosted by Jigar Shah, a US entrepreneur and former US Department of Energy (DOE) Loan Programs Office director, featured a discussion about new software that may be able to “unlock” up to 300 GW of hidden capacity on the power grid without building any new power plants, but by better managing existing capacity. I am skeptical. Shah is known for less-than-realistic energy analysis. According to Interesting Engineering:

The platform uses advanced grid modelling to track unused transmission capacity that has remained inaccessible with traditional planning methods. Amit Narayan, GridCARE founder and CEO, stressed that it could unlock roughly 300 gigawatts of capacity across the existing US transmission network within the next three to five years.”

      Unlocking any unutilized capacity would be welcomed as power demand rises, and since it is forecast to continue growing. Some data suggest that the U.S power supply could be up to 100 GW less than demand by 2030.

GridCARE, a California-based startup founded in 2024 has deployed its advanced physics-based AI platform called Energize, to identify hidden or latent capacity on existing power grids. This could help AI data centers to secure and activate power in months rather than years.”

     Since transmission constraints are typically quite temporary, they believe they can manage transmission better without threatening supply during high-demand events. They also think they can do the necessary studies before integrating the new generation and storage much faster than is currently being done. One reason I am skeptical is that grid management software is not really new. However, as noted below, this software is already being used by some utilities to unlock new transmission capacity and hook up data centers faster, as noted below.

GridCARE said its software could speed up connections for solar, batteries, and large power users without years of new infrastructure work. It is already being tested by several utilities.”

According to the company, National Grid found more than 650 megawatts (MW) of previously unavailable capacity using the technology. Portland General Electric reportedly unlocked over 400 MW of additional capacity in Hillsboro, Oregon. It allowed six planned data centers to connect years earlier than expected.”

Meanwhile, according to PV Magazine, an AI system at the nation’s largest grid operator, PJM Interconnection, reviewed 811 generation applications totaling 220 GW in less than an hour, instead of weeks.”

     An article in PV Magazine notes that the American grid runs at only about a third of its capacity for most of the year, leaving infrastructure idle. Shah noted in the podcast that “the core issue holding back clean energy deployment in the United States is not a lack of physical power generation but an acute underutilization problem.” Data from a Duke University analysis led by Tyler Norris found that the existing grid could accommodate an additional 100GW of demand with better management. This more optimized grid management system could alleviate the clogged up interconnection queue.

The software exposes a structural disconnect inside utility headquarters. Right now, long-range planning departments calculate available capacity using static models that completely ignore flexible grid resources. Yet, in the very same company, real-time operations teams routinely dispatch batteries, demand response, and virtual power plants to keep the system stable. Teaching the planning side to account for the tools the operations side already uses is a massive part of the unlock.”

     They point out that the software is not intended to replace new transmission and generation, but to maximize existing infrastructure.

This software will not eliminate the need for heavy construction. Connecting massive new gigawatt-scale data centers or regional solar hubs will still require building physical substations and heavy transmission lines.”

     Better use and integration of existing data by all parties is also required to enable the system to better utilize existing grid capacity.

The immediate hurdle is institutional trust, said Narayan. Activating this latent capacity requires utilities, regulators, and developers to align on the same data.”

     More efficient use of transmission infrastructure should translate into lower power costs. If this software and others like it turn out to be as effective as advertised, then we should see lower costs in the next few years. However, since power costs have been rising over the past few years across the U.S., I still remain skeptical. I am also skeptical because storage is not widely available, and intermittent generation sources are not reliable. However, I sincerely hope I am wrong.

 

 

 

References:

 

Software runs quadrillions of simulations to uncover 300 GW on the US power grid. Georgina Jedikovska. Interesting Engineering. July 9, 2026. Software runs quadrillions of simulations to uncover 300 GW on the US power grid

Software can unlock 300 GW of capacity on U.S. grid without building a single power plant. Ryan Kennedy. PV Magazine. July 7, 2026. Software can unlock 300 GW of capacity on U.S. grid without building a single power plant - pv magazine Global

 

The Atlas of Impunity 2025: The Great Divergence: Summary & Review

 

      This is the fourth year the Eurasia Group has published the Atlas of Impunity. It tracks conditions, accountability, and abuse of power in over 200 countries. Impunity is power without accountability. The report argues successfully that the vast majority of the problems around the world are fostered by governments with high levels of impunity.

Impunity is assessed across five dimensions: unaccountable governance, the abuse of human rights, economic exploitation, conflict and violence, and environmental degradation.”

The Atlas is intended to provide a practical and accessible tool to draw attention to abuses of power and press policymakers for change. Impunity should also be a concern for the private sector, as wherever impunity thrives, business conditions deteriorate.”

     The report draws on 60 indicators from 24 credible independent datasets.

The Atlas is developed in partnership between Eurasia Group and a global advisory board of human rights experts. The Atlas is made possible with financial support from the Andrew Carnegie Foundation, formerly Carnegie Corporation of New York.”

     The report first gives some quotes by the UN and some Democracy groups that democracy and accountability have backslid in recent years, including in the U.S., which has moved down in the ranks of accountability. Militantism, corruption, and human rights abuses are three of the most important activities of impunity.

     The report states that:

“…unaccountable governance is the most significant global driver of impunity.”

     This is expressed most readily in declining press freedom. In the U.S., the report suggests, the problem is growing “disregard for accountability norms.”

     The introduction also explains “why impunity should concern business leaders as much as it does activists, policymakers, and ordinary citizens.”

     For business, it is simply that where impunity rises, business conditions deteriorate. It increases political risk and enables corruption.

     In the introduction is a section entitled: ‘Six things you will learn from this report.’ This acts as a set of highlights or a concise summary of the report, so I will lean heavily on it.

1)        The great divergence in global accountability is widening. Here, they note that while average global accountability has remained the same, the gap between the most and the least accountable has widened. Accountability has improved in the most accountable and middle sections, but has deteriorated further in the least accountable countries.

2)        Unaccountable governance is the single largest driver of global impunity. Here they simply point out that “institutional decay—specifically the erosion of press freedoms, personal liberties, and democratic political culture—serves as a primary engine of rising impunity.”

3)        Most of the toll of conflict is concentrated in just a few territories. Here, they show that conflict around the world is highly concentrated in relatively few regions, but overwhelmingly involves high-impunity countries.

4)        Impunity is fueled by four underlying causes. These are given below:

 


5)        Impunity spreads through the erosion of the elements of accountability. Here, they draw on public administration scholarship to arrive at what they see as the four pillars of accountability, which are weakened by impunity.






6)        The US has emerged as a bellwether—its policies are both a cause and consequence of global impunity. Here, they note the Trump administration’s lack of accountability, and especially cite the dismantling of USAID, noting: “Cuts to aid have dealt severe blows to the global network of actors that uphold rules, norms, and human rights worldwide.”

 

     The graphic below shows how levels of impunity are scored.



The Atlas of Impunity measures the extent to which a typical person living in each country in the world experiences impunity across five dimensions. These are the abuse of human rights, conflict and violence, economic exploitation, environmental degradation, and unaccountable governance.” 

     The graphic below is an example of the different scoring mechanisms used, such as press freedom and democracy indices, as well as showing that people in the average category of impunity can still be exposed to a high degree of it.




     The report notes that among high impunity countries, unaccountable governance, and conflict and violence are driving further deterioration. They also note that unaccountable governance has been the leading source of impunity since 2020.

     Below, they summarize conflicts around the world since 2020.

Since 2020, conflict has become a more frequent threat across a range of countries. Over the last two years, war has affected at least 12 states in the Middle East either directly or indirectly. The effects of the 7 October attacks on Israel, the subsequent Israel-Hamas war in Gaza, and the US and Israel’s 12-day war and 2026 war with Iran have rippled across the region. These developments have added to ongoing conflicts in Sudan, Myanmar, Yemen, and Ukraine, as well as more limited clashes involving states such as Armenia, Azerbaijan, Thailand, Cambodia, India, Pakistan, Rwanda, and the Democratic Republic of Congo, among others.”

     They also note that reduced press freedom made the largest contribution to impunity in 2020-2025. Below is a more comprehensive graphic showing the four pillars of accountability, the drivers of impunity, and the indicators used in analysis.




     Below is a snippet of a stark analysis of eroding press freedom by a collaborator in the Atlas, the Thomson Reuters Foundation.




     Other indicators include politically motivated disappearances, ecological footprint, refugee displacement, electoral process and pluralism, protection of property rights (something many in the DSA in the U.S. do not support), democratic political culture, functioning of government, freedoms and civil liberties, and government integrity.  

     Less accountable governments often have lax environmental rules, and environmental protection does not rank high on priorities. In some rare cases, like Bolivia under socialists, they had higher support for environmental protection but were lax on other freedoms. Refugee displacement is often a result of conflict, but also of dysfunctional and highly corrupt governments, and as they note, growing illiberalism, as people escape due to the possibility of being targeted for opposing the government. Addressing impunity in countries that are the source of refugees could help solve the multiple migration crises occurring around the world. Weaker electoral processes and weaker pluralism are important indicators. We have seen this in Latin American countries, but also all over the world as leaders try to hold onto power and not allow people to oppose them in fair ways, such as through political pluralism and free and fair elections. They mention a tit-for-tat cycle in some countries, where even if a new government is legitimately elected over a government that has shown a lack of accountability, the new government will, in kind, show a lack of accountability to balance against it. Perhaps it’s not the best analogy, but the recent gerrymander wars in U.S. states initiated by Trump are perhaps a related example.

     The report notes that the Trump administration has enacted many executive orders that have advanced a trend toward illiberalism.

Illiberalism has advanced so far that the president and many American voters are now vocal skeptics of the US’s twentieth-century ideals of universal human rights, free trade, and collective security.”

     Another section indicates that the effective halting of most U.S. foreign aid is likely to have serious consequences for accountability around the world While I agree with Rubio and others that several UN agencies and many NGOs are very unfair to countries like Israel and have unacceptable political biases, I believe more strongly that U.S. foreign aid on balance still had/has overwhelmingly positive effects on accountability and more importantly on humanitarian reduction of suffering. The report notes:

While many of the canceled initiatives focused on economic development or humanitarian assistance, USAID grants were also an important resource for strengthening accountability. For instance, the individual grants canceled by DOGE included programs to boost state accountability and transparency in Nigeria, improve the quality and transparency of public services in Tanzania, fight corruption in Ukraine, strengthen the rule of law in Georgia, assist independent media in Myanmar, provide material support to refugees and their host communities in Uganda, and strengthen electoral processes in Armenia, Haiti, Tunisia, the Palestinian Territories, and Moldova, among other countries.”

     It still makes me a little sad and angry that the U.S. actively chose to stop supporting democracy around the world.

     In a section called ‘reasons for hope,’ there is a more optimistic outlook showing where positive changes have occurred. This was led by a decrease in discrimination against women, followed by a decrease in the number of battles and a decrease in state violence against civilians.




     Below is a map of the impunity scores by country. Below that is a list of the countries showing the most deterioration and the most improvement in the past year, and the same for 2020-2025.







   

     The graphs below show clearly how impunity increases default risk, political risk, and corruption.




     The report then explores impunity by region. North America is led by Canada, having the least impunity. Europe as a whole has the best regional score for low impunity. They note that impunity scores have improved in four of the countries seeking EU membership: Moldova, Montenegro, Albania, and North Macedonia. In the Eurasian region, Ukraine’s score remained the same. Corruption scandals there are problematic, although they are being addressed by the government. Russia has the worst score in that region, and Kazakhstan has the best. In Latin America, Venezuela and Haiti had the worst scores, followed by Nicaragua. Mexico, Cuba, Colombia, Ecuador, Honduras, and Guatemala also had low scores. Nearly all countries in South Asia had poor scores, led by Afghanistan, and followed by Pakistan and Bangladesh. The small country of Bhutan had the best score. In Southeast Asia, Myanmar had by far the worst score, followed distantly by Cambodia and Laos. In East Asia, North Korea has the worst score, followed distantly by China. Japan and South Korea have the best scores, followed distantly by Mongolia. In the Middle East and North Africa (MENA), there were many low scores. Yemen and Syria have the worst scores, followed by Iran, Iraq, and Libya. Israel has the best score. Syria’s score reflects the effects of its past conflicts, and the report notes that accountability continues to improve in the country. The report notes that the Palestinian Territories were not included in the report, but if they were, they would be number ten in the highest levels of impunity. Impunity in Sub-Saharan Africa remains very high in general. Sudan, South Sudan, and Somalia have the highest levels of impunity. Botswana and Namibia have the lowest levels of impunity.

     Below are the 25 countries with the highest impunity and the 23 countries with the lowest impunity. I should add that the overall scores reflect the combined index scores. Some countries may do very poorly on some scores and better on others, which might make them seem better or worse than they really are. Evidence suggests that the most dangerous and uncooperative countries in the world are Iran, Russia, North Korea, and, to a lesser extent, China. 






     The report’s conclusion includes the following warning:

“Countering the normalization of the abnormal”

Ultimately, the most insidious effect of rising global impunity is its potential to normalize the abnormal. When the world's most powerful actors treat international law as optional and domestic checks as inconveniences, they invite similar behavior from other powers and autocratic regimes.”

 

    


References:

 

The Atlas of Impunity 2025: the great divergence. The Eurasia Group. June 29, 2026. Eurasia Group | Atlas of Impunity

Wednesday, July 29, 2026

Invasive Biofilm Threatens as Ships Idle Near the Strait of Hormuz: Assessing and Addressing the Problem

 

 

     A phenomenon known as biofouling, or growths of biofilm on ships composed of microorganisms, algae, and even plants and invertebrates, can be transported around the world. Long, stationary periods for ships often involve a substantial buildup of this biofilm. The issue is known as biofouling.

The biofilm grows on the side of the commercial ships and then gets transported around the world as the vessels travel from port to port, Mario Tamburri, a marine ecologist at the University of Maryland's Center for Environmental Science and lead author of the study, told ABC News.”

"We know that these invading invading organisms can cause millions of dollars' worth of damage and impact -- commercial operations like aquaculture and fisheries -- and change the environment," Tamburri said.

     He also cited as an example the invasive zebra mussel in the Great Lakes. I know when I lived near Lake Erie in Buffalo, New York, in 1991, the local tap water tasted really bad, and people said it was from the zebra mussels, and everyone had alternate sources of water for drinking. Those zebra mussels are native to the Caspian and Black Seas south of Russia and Ukraine. They began spreading in the Great Lakes in the 1980s and have since moved to the Mississippi and St. Croix Rivers, and even due to human transport, to the West Coast.   

Ships are typically coated with an "anti-fouling" paint, formulated with chemicals to prevent marine animals from adhering to or growing on them, Tamburri said.

But when ships sit around for a long time, the coatings no longer work well, allowing for the possibility of "extensive growth." During the COVID-19 pandemic, many ships around the world were stalled for long periods of time, allowing for that kind of growth, Tamburri added.

     A paper on the biofilm threat was published in the journal Biological Invasions. It notes that more than 1,500 ships remain idle in the Persian Gulf and hundreds more are anchored in the Gulf of Oman, and although that may no longer be the case, there are still plenty of ships anchored near there. 




     There is legitimate concern about a superspreader event as Tamburri details below:

The types of organisms that live in the region's unique ecological system also exacerbate the risk of a superspreader event, Tamburri said.

The marine organisms that live within the Strait of Hormuz are especially "hardy" and "robust" because they have adapted to high salinity and warm temperatures, which increases the likelihood that they can spread and survive in other environments, Tamburri said.

"If you can survive high temperatures, high salinities, you can probably survive long ship voyages," he said.

     The warm, nutrient-rich waters of the Persian Gulf allow many of the species to grow and reproduce significantly when a suitable substrate, such as ships hulls, becomes available. In addition, he notes, it is happening in summer when the water is warmer. This, in addition to the vast international reach of the ships, could be a recipe for a worst-case scenario = a superspreader event of multiple invasive species.




"All these marine organisms, invertebrates like barnacles and mussels and algae -- they start growing and reproducing," he said. "They start growing and reproducing, and they're sitting in this warm soup of nutrient-rich water."

In addition, stressed ecosystems, such as industrial ports, are highly vulnerable to bioinvasion because disturbances allow for fast-growing opportunistic species to establish themselves, the paper states.”

     These kinds of biological invasions are difficult and expensive to remediate. Thus, prevention and early detection are emphasized. Ship hull cleaning, which is often done at ports, is one method of addressing the problem.

Many shipping ports have in-water cleaning services, in which divers scrape off the biofoul to remove the material. Ecologists recommend taking it a step further, and having the divers use a vacuum-like device as well to avoid putting the live organisms back into the water, only to attach to another ship.”

     Recommendations from the paper are given below:




     Biofouling regulations are on the horizon. New Zealand currently requires ships to have clean hulls before docking at its ports. The International Maritime Organization is working to update its biofouling regulations.

     The paper compared invasive species spreading to the spreading of infectious diseases, noting that epidemiological approaches used for those diseases can be effective in assessing and addressing biofouling. The problem is basically a marine biosecurity problem.

 

 

 

References:

 

Superspreader event of invasive species originating near Strait of Hormuz possible. Julia Jacobo. ABC News. July 25, 2026. Scientists warn of possible invasive species superspreader event due to stalling near Strait of Hormuz - ABC News

Closure of the Strait of Hormuz may trigger a bioinvasion super-spreader event. Mario N. Tamburri, James T. Carlton, April M. H. Blakeslee, Alejandro Bortolus, João Canning-Clode, Susana Carvalho, Andrew L. Chang, Ian C. Davidson, Sarah C. Donelan, Lisa A. Drake, Amy E. Fowler, Amy L. Freestone, Linsey E. Haram, Chad L. Hewitt, A. Whitman Miller, Jim R. Muirhead, Okko Outinen, Tamara B. Robinson, Gregory M. Ruiz, Christopher Scianni, Evangelina Schwindt, Carolyn K. Tepolt, Thomas W. Therriault & Bella S. Galil. Brief Report. Biological Invasions. Volume 28, article number 177. July 22, 2026. Closure of the Strait of Hormuz may trigger a bioinvasion super-spreader event | Biological Invasions | Springer Nature Link

 

Unlocking Appalachia’s Next Chapter: EQT’s Strategy for the Marcellus, Utica, and America’s Growing Natural Gas Demand: Livestream Webinar: Summary and Review (July 29, 2026)


    Sarah Fenton, EQT’s Executive Vice President Upstream, conducted the webinar along with Hart Energy’s Nissa Darbonne. She first noted that EQT is the largest natural gas producer at 8BCF/day gross. They are a vertically-integrated company that owns a significant amount of its gathering systems and pipelines, including transmission pipelines. They have stacked resources on their acreage: Marcellus, Utica, and, as I know, Upper Devonian Burket as well. All of its wells must compete for capital. Thus, they drill their best wells first. In most cases, that means Marcellus, which remains the company’s growth engine. They plan to grow with commercial-backed agreements.





     They recently drilled the world’s longest lateral section in a well. The lateral section was over 29,000 feet. It was geosteered within an 8-10 ft target window. Longer laterals reduce infrastructure needs as well as land footprint, etc. The well has not been completed yet. They will use a standard EQT design. The toe is treated a little differently than the heel in long laterals.  




     They utilize Patterson Drilling and its EcoCell energy management system, which integrates lithium‑ion battery storage with automated engine control logic to optimize power supply in drilling rigs to reduce emissions and can drill with natural gas.

     Longer laterals do have technological limits, and current records are near those limits. Thus, they plan for the longest feasible laterals. Acreage availability and continuity are also factors in Appalachia that affect the ability to drill long laterals.

     Compression capacity increases have led to significant production increases. Compression brings down baseline pressure so wells can flow better, and it allows wells to produce better and more efficiently. It is a way to improve production without drilling. The base production after compression improvements has been 3% above plan, and new wells are 8% above plan. Thus, compression reduction and compression investment can pay out very well. The key is that you have to be in control of the gathering systems and the pipelines. EQT’s vertically integrated position allows it to do these production-enhancing compression improvements.




     EQT’s sustainability report details its environmental efforts. Its methane emissions reduction program has been very successful, with an industry-leading 0.017% methane emissions rate. I detailed in a past post in 2023 the company’s efforts to replace its pneumatic valves and controllers to reduce methane emissions. EQT recycles 95% of its water, aided by expanded water pipelines, which eliminate thousands of truck trips and are safer, less risky to the environment, and emit less pollution and carbon emissions. The company achieved Scope 1 and II net zero for the second year in a row.

      EQT has a stellar future inventory, with millions of acres and 30-plus years of inventory. They plan to grow through value creation and remain disciplined and not grow just for growth’s sake. They follow demand signals and are developing offtake agreements for data centers, etc. They recently quipped that their peers in Appalachia may have trouble producing economically in the future as core acreage availability shrinks. They won’t be affected as much.

     Forecasts for gas growth in Appalachia are for an additional 20BCF/day potential in-basin demand in five years. She cited gas turbine backorders as evidence. The basin currently produces 30-40BCF/day. Productive capacity could get them from 8BCF to 12BCF/day. It could be more. Reservoir and compression management will be needed to get there.




     EQT’s midstream developments include new access to New England for rail-delivered propane to New England, which can offer residents and businesses there a cheaper and cleaner fuel source than the fuel oil that is still commonly burned there. 60% of its propane is sold to New England via Blackline Midstream. 95% of EQT’s production is dry gas. They tout an overall $2 per MCF breakeven. The Mountain Valley Pipeline proved to be vital last winter. Demand was there this winter and saved people in the Southeast a lot of money. MVP Southgate, a 32-mile extension to North Carolina, is expected to be finished by the end of this year, making it available this winter. This creates more outlets for Appalachian supply.

     EQT’s vertical integration, low breakeven, and scale-up potential with inventory can supply the forecasted demand growth in Appalachia. The primary constraint that they see is infrastructure and execution timing. Both are required for connecting the supply to the needed demand.

     The company’s LNG Growth plan involves contracted LNG access. The Gulf Coast LNG advantage indirectly strengthens Appalachian fundamentals. They can get LNG exposure without every molecule actually getting to the Gulf. Currently, they have 6 million tons per annum (mtpa) in LNG agreements.

     She notes that Appalachia is developing into an integrated energy hub and is exhibiting disciplined demand pool growth. Completion designs, longer laterals, and compression investments can produce and deliver more gas. She also notes that vendor innovation helps improve operations.

 

Q&A

     The Western Marcellus region into Eastern Ohio is shallower and oilier, thoughts? EQT has a bigger footprint in dry gas. Shallower means lower pressure, so there may be a need for artificial lift of liquids. Dry gas is generally their best rock, and most of it is in PA and WV.

     How long did the longest lateral take? 48-hour record = nearly 21,000 ft. It took 3-3.5 days to drill the lateral section.

     Firm transportation portfolio? They utilize FT contracts and commercial agreements, which include the direct sale of gas molecules.

     How many wells are needed to support 20BCF/day of in-basin growth, given new longer lateral lengths? Think of it not in the number of wells but in footage. 2BCF/day of their 8BCF/day production is used to maintain flat. Maintain flat production of 1.5 million lateral feet, so multiplying that by ten for 20 BCF yields 15 million lateral feet.

     I calculated that if the average lateral lengths were at 20,000 feet, then that would require an additional 750 wells. Assuming a single rig could drill 30 of those long wells per year, it would require an additional 25 rigs. Looking at the latest Baker Hughes rig count, which for West Virginia and Pennsylvania combined is at 25 rigs (plus 11 in Ohio), and since most of the production growth will be in WV and PA, that means doubling the rig count in those two states.

 

  


References:

 

Investor Presentation Q2 2026 Results. EQT. EQT Q2 2026 Earnings Presentation

 

 

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