The y-axis represents an index, with January 2, 2025, prices set at 100. I think this is a very insightful graph that shows the oversized impact of geopolitical events on refined/processed products compared to crude oil.
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Batt Odgerel
406 posts
Batt Odgerel
@battodgerel
energy transition & energy security @eprinc_dc | alum @saishopkins | weekly energy content
Washington, DC Katılım Mayıs 2014
638 Takip Edilen367 Takipçiler
Just created this @VisualCap-inspired chart on US LNG. The US is exporting the "freedom fuel" to every corner of the LNG-importing world, supplying it to some 50 countries since the Russian invasion of Ukraine. Europe has accounted for 2/3 during the period; Asia expcted to grow!
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“This chart tells it all.” - Rep. Robert Latta. Grateful to see my work @EPRINC_DC continue to be recognized by US policymakers.
Energy Policy Research Foundation@EPRINC_DC
All-sector price changes in all 50 states, 2005-2025.
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@DrPJSullivan @DrPJSullivan thank you for your support as always!! Hope all is well!
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@battodgerel Others, @battodgerel is very good at what he does. If you do not follow him, you should
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🚨 New chart: 5 tablespoons of diesel /fossil fuel are necessary to grow and transport a single tomato, according to Vaclav Smil.
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@RichardMeyerDC Yes, the report lost me at “natural gas prices have led to year-to-year electricity price fluctuations.” I also didn’t see any discussion linking increased intermittent generation to rising T&D costs.
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1. Russia's invasion of Ukraine did not "cause" U.S. natural gas prices to rise. Prices in the U.S. rose several months later due to domestic fundamentals.
2. As evidenced below, areas constrained by a lack of gas pipelines and storage have seen much higher prices.
Michael Thomas@curious_founder
3/ Earlier I mentioned that there’s zero correlation between renewables penetration and electricity prices. That’s not the case for natural gas. Russia's invasion of Ukraine caused gas prices to rise quickly. Many Americans are still paying the price.
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Subsidized solar and wind are a cause of rising electricity prices, not a solution to it.
I do not support the government denying permits for solar farms. But it's a total myth that connecting more intermittent solar and wind to the grid will somehow reduce electricity prices.
Alec Stapp@AlecStapp
Hot take: Canceling a 6 gigawatt solar farm is an extremely dumb thing to do when electricity rates are skyrocketing
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Batt Odgerel retweetledi
It's hard to overstate just how much energy natural gas storage delivers across time, especially on peak days.
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Batt Odgerel retweetledi
NVIDIA CEO:
• China way ahead on energy
• U.S. way ahead on chips
• China competitive on infrastructure
• China competitive on AI models
• China way ahead in open-source models
• U.S. frontier models better overall
• China has lighter industrial regulation
• China applications advancing fast
• China’s society adopts new technology faster
• China has the larger government supplied non-internet training data
• U.S. companies and society need to adopt AI faster
The race is real and the US needs to counter each advantage, rapidly.
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How much have #electricityprices risen across all sectors in each state since 2005? California tops the list, followed by Hawaii and the New England states. Nevada--despite bordering California--saw the lowest growth during this period. @EPRINC_DC
GIF
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My Op-Ed on the importance of international cooperation in reviving the US nuclear power industry is out now in The National Interest: nationalinterest.org/blog/energy-wo…
@EPRINC_DC
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Batt Odgerel retweetledi
@SecretaryWright is 100% correct, he’s probably referring to our work from our Power Vision 2030 project. As the chart shows managing intermittent power can be very costly.
Steve Guest@SteveGuest
WATCH: Secretary of Energy Chris Wright NUKES CNN for pushing a narrative that renewables were cheaper than oil and gas: “The Lazard report, of course, is crazy, because they use a thing called ‘Levelized Cost of Energy,’ as if they're delivering the same thing. …When you include the backup cost, it's a huge driver of increased cost. … You make energy expensive. People consume less of it, and your industries will leave, and your voters will be angry.”
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Batt Odgerel retweetledi
𝗘𝗻𝗱𝗮𝗻𝗴𝗲𝗿𝗺𝗲𝗻𝘁 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗦𝗲𝗿𝗶𝗲𝘀
CO2 Contribution of New U.S. Gas-Fired Baseload Plants 🏭 to Global Emissions 🌎(2025-2050)
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Batt Odgerel retweetledi
Estimation of annual contribution of all new U.S. medium-duty vehicles (#MDVs) to global #GHG|s
Background: @EPA|s 2009 #EndangermentFinding (shorturl.at/89Pn7) targets #MDV #GHGs. 2025 repeal would eliminate requirement
#OOTT #ONGT
$TM $GM $F $HMC $STLA
$TSLA $LCID $RIVN
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My new analysis of the CO2 impact of US LDVs on global emissions. I believe this is a particularly relevant piece given EPA's recent proposal to rescind the endangerment finding. We'll issue a short report on this, with the full methodology and assumptions.
Energy Policy Research Foundation@EPRINC_DC
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Batt Odgerel retweetledi
Banning gas cars in the US would make basically no difference to the climate, but it would make a lot of people mad.
Via: @EPRINC_DC
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Batt Odgerel retweetledi
CHINA AGREES TO DRASTICALLY INCREASE GAS IMPORTS FROM RUSSIA
🇨🇳🤝🇷🇺
🏗️ Gazprom inked a binding pact to build the Power of Siberia 2 gas pipeline to China, the biggest one yet for the country
🚨 This comes as Russia needs new buyers to replace Europe, and China cuts US imports
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