The Blogtimely commentary and analysis on the state of energy

Oct

30

Coal Displacing Nat Gas…Already

By Deborah Lawrence Rogers In January, 2012, the price of nat gas plunged to below $2/mcf due to overproduction by shale operators. Such low prices did, indeed, prompt utilities to switch from coal fired generation to natural gas fired generation if they had the capacity. Industry crowed that this was the shape of things to […]

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Oct

08

“Show Me the Money” in Shales

By Deborah Lawrence Rogers Dr. Terry Engelder of Penn State, hired by the natural gas industry in 2009, proclaimed that the Marcellus Shale would potentially have reserves of 489 TCF of gas. He caused quite a stir. This number, unfortunately, was slashed in 2012 to 141 TCF by EIA (Energy Information Administration) and 84 TCF […]

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Oct

01

Shale M&A Plummets

By Deborah Lawrence Rogers In February 2013, EnergyPolicyForum issued a report which exposed the role large Wall Street investment banks have played in keeping shales afloat. The report received a tremendous amount of interest from the investment community worldwide. During the promotion of this report, I gave a number of presentations in which I stated […]

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