Energy News Beat Podcast
ENB 321 - TotalEnergies Resumes Denmark Gas Field, Solar Farms on the Market, and More
In this episode of the Energy News Beat Daily Standup, the hosts, Michael Tanner and Stuart Turley cover a range of topics including TotalEnergies upholding the restart date for Denmark's largest natural gas field, solar farm economics revealing early sales at low prices, cancelled U.S. offshore wind farms returning at higher prices, Bank of America's analysis projecting oil prices to hover between $80 to $85 per barrel due to factors like shale supply growth, renewables, and interest rate hikes, and OPEC's anticipated announcement on production cuts. They also discuss Silver Bow Resources facing shareholder pressure from Cambridge Energy Management to address performance concerns and potential mergers, highlighting the complexities and challenges in the oil and gas industry's current landscape.
Highlights of the Podcast
00:00 - Intro
01:36 - TotalEnergies upholds March restart date for Denmark’s largest natural gas field
04:11 - Solar Farms are being sold early and cheap – Here is one: Solar for sale: 1,100 acres, $15 million, in the Town of Sharon
06:42 - Cancelled US Offshore Wind Farms Back at a Higher Price
10:03 - BofA Reveals Where it Sees The Oil Price Heading
11:23 - Oil Markets Await the Next OPEC+ Announcement
16:39 - Markets Update
19:07 - Kimmeridge seeks SilverBow board seat
26:46 - Outro
Please see the links below or articles that we discuss in the podcast.
TotalEnergies upholds March restart date for Denmark’s largest natural gas field
TotalEnergies EP Danmark, a subsidiary of France’s energy giant TotalEnergies, has confirmed the previously set restart date for the Tyra II redevelopment project, which is said to be Denmark’s largest natural gas field. According to […]
Solar Farms are being sold early and cheap – Here is one: Solar for sale: 1,100 acres, $15 million, in the Town of Sharon
ENB Pub Note: We are seeing this across the world. It is tougher to upkeep the wind and solar farms than advertised because of the “Shell Game Accounting” that has gone on over the last […]
Cancelled US Offshore Wind Farms Back at a Higher Price
ENB Pub Note: This article was originally posted on Elementalenergy.substack.com. I highly recommend following them and interacting with their other readers through comments. Remember those American offshore wind projects that were cancelled last year due […]
BofA Reveals Where it Sees The Oil Price Heading
In a BofA Global Research report sent to Rigzone this week, analysts revealed where they see the oil price heading in the near and mid-term. “Robust U.S. shale supply growth, warm winter weather, more renewables, […]
Oil Markets Await the Next OPEC+ Announcement
Oil prices remained stubbornly rangebound in February as signs of a recovering U.S. economy were countered by weaker economic data in both Europe and China. Friday, March 1st 2024 Diverging macroeconomic news, with China and […]
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