Oil & Gas Markets, Statistics, Forecasts, and Policy

How Much Natural Gas is Left? Not Enough to Be a Long-Term Solution. January 30, 2023. Blue Dragon Energy & Environmental Blog 2.0: How Much Natural Gas is Left? Not Enough to Be a Long-Term Solution

Upstream and Midstream U.S. Oil and Gas Execs Remain Bullish on Natural Gas: Pipeline Capacity Remains Biggest Concern. Uncertainty About Government Support for Domestic Energy is Another Significant Concern. March 9, 2023. Blue Dragon Energy & Environmental Blog 2.0: Upstream and Midstream U.S. Oil and Gas Execs Remain Bullish on Natural Gas: Pipeline Capacity Remains Biggest Concern. Uncertainty About Government Support for Domestic Energy is Another Significant Concern.

We Need Fossil Fuels but We Can Decarbonize Them: Two Headlines/Two Posts in a Day Reveal. June 16, 2023. Blue Dragon Energy & Environmental Blog 2.0: We Need Fossil Fuels but We Can Decarbonize Them: Two Headlines/Two Posts in a Day Reveal

What is Driving the New Mega-Deals in the U.S. Oil & Gas Sector? October 25, 2023. Blue Dragon Energy & Environmental Blog 2.0: What is Driving the New Mega-Deals in the U.S. Oil & Gas Sector?

It’s True, U.S. Oil Production Has a Limited Effect on U.S. Gasoline Prices: What Does Affect Them are International Oil Prices, U.S. Refinery Capacity, Sulfur Requirements for Refineries, and Renewable Diesel Refining Replacing Crude Oil Refining. November 12, 2023. Blue Dragon Energy & Environmental Blog 2.0: It’s True, U.S. Oil Production Has a Limited Effect on U.S. Gasoline Prices: What Does Affect Them are International Oil Prices, U.S. Refinery Capacity, Sulfur Requirements for Refineries, and Renewable Diesel Refining Replacing Crude Oil Refining

NREL Forecasts Gas-Fired Power Capacity Will Grow Significantly to 2050 but Utilization Rates Will Drop Significantly: If That is to Be the Case, More Pipeline Capacity Will be Needed in the Near-Term and More Natural Gas Assets Will Be Stranded Sooner, Resulting in Losses for Utilities and Consumers. January 15, 2024. Blue Dragon Energy & Environmental Blog 2.0: NREL Forecasts Gas-Fired Power Capacity Will Grow Significantly to 2050 but Utilization Rates Will Drop Significantly: If That is to Be the Case, More Pipeline Capacity Will be Needed in the Near-Term and More Natural Gas Assets Will Be Stranded Sooner, Resulting in Losses for Utilities and Consumers

Highlights from the Energy Information Administration’s ‘Financial Review of the Global Oil and Natural Gas Industry: 2023. June 4, 2024.’ Blue Dragon Energy & Environmental Blog 2.0: Highlights from the Energy Information Administration’s ‘Financial Review of the Global Oil and Natural Gas Industry: 2023’

Big Oil Companies Scale Back Energy Transition Projects Due to Lack of Profitability. July 10, 2024. Blue Dragon Energy & Environmental Blog 2.0: Big Oil Companies Scale Back Energy Transition Projects Due to Lack of Profitability

Price Gouging at the Pump? California’s Gasoline Price Spikes and Newsom’s Plan to Require Fuel Reserves at Refineries. August 17, 2024. Blue Dragon Energy & Environmental Blog 2.0: Price Gouging at the Pump? California’s Gasoline Price Spikes and Newsom’s Plan to Require Fuel Reserves at Refineries

Newsom’s New Restrictions on Oil & Gas in California Amid State’s Growing Dependence on Imported Oil, and Continued Dependence on Gas-Fired Power Plants. October 14, 2024. Blue Dragon Energy & Environmental Blog 2.0: Newsom’s New Restrictions on Oil & Gas in California Amid State’s Growing Dependence on Imported Oil, and Continued Dependence on Gas-Fired Power Plants

‘Drill Baby Drill’ Not Feasible in the Near Term and Chris Wright as Energy Secretary. November 19, 2024. Blue Dragon Energy & Environmental Blog 2.0: ‘Drill Baby Drill’ Not Feasible in the Near Term and Chris Wright as Energy Secretary

Energy, Economic, and Environmental Assessment of U.S. LNG Exports: A Review of the DOE’s New LNG Report. December 19, 2024. Blue Dragon Energy & Environmental Blog 2.0: Energy, Economic, and Environmental Assessment of U.S. LNG Exports: A Review of the DOE’s New LNG Report

New York State’s Probably Ill-Fated Attempt to Make Fossil Energy Providers Pay. December 29, 2024. Blue Dragon Energy & Environmental Blog 2.0: New York State’s Probably Ill-Fated Attempt to Make Fossil Energy Providers Pay

U.S. Energy Production Continues to Exceed Consumption, A Milestone First Hit in 2019: Growth of Domestic Oil and Natural Gas Production Due to Fracking Allows Coal Use to Drop. January 3, 2024. Blue Dragon Energy & Environmental Blog 2.0: U.S. Energy Production Continues to Exceed Consumption, A Milestone First Hit in 2019: Growth of Domestic Oil and Natural Gas Production Due to Fracking Allows Coal Use to Drop

U.S. Crude Oil Imports from Canada at Record Highs from Expansion of Trans Mountain Pipeline and U.S. Oil Trade Graphs. January 4, 2025. Blue Dragon Energy & Environmental Blog 2.0: U.S. Crude Oil Imports from Canada at Record Highs from Expansion of Trans Mountain Pipeline and U.S. Oil Trade Graphs

The International Energy Agency Forecasts an Oil Surplus by 2030. Will It Happen? July 1, 2024. Blue Dragon Energy & Environmental Blog 2.0: The International Energy Agency Forecasts an Oil Surplus by 2030. Will It Happen?

Last Week Was the Fourth-Largest U.S. Natural Gas Storage Withdrawal on Record. January 31, 2025. Blue Dragon Energy & Environmental Blog 2.0: Last Week Was the Fourth-Largest U.S. Natural Gas Storage Withdrawal on Record

‘Drill, Baby Drill?’ Lately, it Looks More Like ‘Downsize, Baby Downsize’. February 16, 2025.  Blue Dragon Energy & Environmental Blog 2.0: ‘Drill, Baby Drill?’ Lately, it Looks More Like ‘Downsize, Baby Downsize’

The Choices We Face: Energy for the 21st Century: A Declaration of Guiding Principles by Mark Mills and Scott Tinker. Summary and Review. February 23, 2025. Blue Dragon Energy & Environmental Blog 2.0: The Choices We Face: Energy for the 21st Century: A Declaration of Guiding Principles by Mark Mills and Scott Tinker. Summary and Review

U.S. Butane Exports Reach Record Level in 2024: Eagle Ford, Marcellus, and Utica Shales are Main Sources. March 8, 2025. Blue Dragon Energy & Environmental Blog 2.0: U.S. Butane Exports Reach Record Level in 2024: Eagle Ford, Marcellus, and Utica Shales are Main Sources

New UK Report on Stranded Asset Liabilities for Fossil Fuels Likely Off the Mark: Stranded Assets Are a Concern in All Technologies. March 20, 2025. Blue Dragon Energy & Environmental Blog 2.0: New UK Report on Stranded Asset Liabilities for Fossil Fuels Likely Off the Mark: Stranded Assets Are a Concern in All Technologies

Natural Gasoline (Pentanes Plus): The Heaviest NGL Component of Natural Gas Processing: Supply, Demand, Sources, and Uses. April 15, 2025. Blue Dragon Energy & Environmental Blog 2.0: Natural Gasoline (Pentanes Plus): The Heaviest NGL Component of Natural Gas Processing: Supply, Demand, Sources, and Uses.

Upcoming Decline in Primary U.S. Oil Output? The Need for Enhanced Oil Recovery Will Grow. April 29, 2025. Blue Dragon Energy & Environmental Blog 2.0: Upcoming Decline in Primary U.S. Oil Output? The Need for Enhanced Oil Recovery Will Grow

New Oil & Gas Well Plugging Rule in West Virginia Drops Requirement to Remove Casing. May 28, 2025. Blue Dragon Energy & Environmental Blog 2.0: New Oil & Gas Well Plugging Rule in West Virginia Drops Requirement to Remove Casing

Drill, Baby Drill, Six Months In? Fewer Wells Drilled and Planned for the Rest of the Year. July 12, 2025. Blue Dragon Energy & Environmental Blog 2.0: Drill, Baby Drill, Six Months In? Fewer Wells Drilled and Planned for the Rest of the Year

Should an Oil Executive Be in Charge of Renewable Energy Policy? July 31, 2025. Blue Dragon Energy & Environmental Blog 2.0: Should an Oil Executive Be in Charge of Renewable Energy Policy?

Kimmeridge White Paper on Remaining North American Shale Inventory is Informative: Summary Review, & Commentary. August 7, 2025. Blue Dragon Energy & Environmental Blog 2.0: Kimmeridge White Paper on Remaining North American Shale Inventory is Informative: Summary Review, & Commentary

EIA Tabulates Drops in Russian Natural Gas, Coal, and Oil Exports After War Sanctions: This is One Measure of Sanctions Effectiveness. September 8, 2025. Blue Dragon Energy & Environmental Blog 2.0: EIA Tabulates Drops in Russian Natural Gas, Coal, and Oil Exports After War Sanctions: This is One Measure of Sanctions Effectiveness

The U.S Oil Refining Industry: Challenges Include Closures, Weak Profits, and Demand for Renewable Diesel and SAF. September 11, 2025. Blue Dragon Energy & Environmental Blog 2.0: The U.S Oil Refining Industry: Challenges Include Closures, Weak Profits, and Demand for Renewable Diesel and SAF

Permian Staying Power: Inventory Now and Through the 2040’s: Decoding Inventory, Economics, and Drilling Pace in America’s Top Basin. Webinar Presented by Brett Sinclair of NOVI Labs, September 16, 2025: Review & Summary. September 18, 2025. Blue Dragon Energy & Environmental Blog 2.0: Permian Staying Power: Inventory Now and Through the 2040’s: Decoding Inventory, Economics, and Drilling Pace in America’s Top Basin. Webinar Presented by Brett Sinclair of NOVI Labs, September 16, 2025: Review & Summary

Oil Markets Face Uncertainty in Near Term: High Costs Led by Tariffs, Policy & Regulatory Uncertainty, and Demand Uncertainty are Factors in the U.S. September 26, 2025. Blue Dragon Energy & Environmental Blog 2.0: Oil Markets Face Uncertainty in Near Term: High Costs Led by Tariffs, Policy & Regulatory Uncertainty, and Demand Uncertainty are Factors in the U.S.

Unpacking the Hype: A Deep Dive into the Energy Industry’s Lofty Natural Gas and Electricity Demand Projection: Webinar by Natural Gas Intelligence and Yes Energy: September 23, 2025. Summary & Review. September 27, 2025. Blue Dragon Energy & Environmental Blog 2.0: Unpacking the Hype: A Deep Dive into the Energy Industry’s Lofty Natural Gas and Electricity Demand Projection: Webinar by Natural Gas Intelligence and Yes Energy: September 23, 2025. Summary & Review

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       This is an interesting blog by a senior geologist specializing in CCS and decarbonization. I have attended one of Jason’s excellent ...