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Trump’s Russia threat rings hollow
The reaction to proposed sanctions on Russian oil buyers has been muted, suggesting trader fatigue with Trump’s frequent bold and erratic threats
US oil sector faces complicated path
Trump energy policies and changing consumer trends to upend oil supply and demand
California refiners dreaming of heyday
US downstream sector in key state feels the pain of high costs, an environmental squeeze and the effects of broader market trends
Mars attacks US oil industry
Crude quality issues are an often understated risk to energy security, highlighted by problems at a key US refinery
Bakken oil output may hold its ground
While oil prices will determine the trajectory of the key US shale patch, regulation and technological shifts are also likely to shape direction longer term
US, Russia and China circle the Arctic
The strategic importance of vast untapped oil and gas reserves and key shipping routes has come in from the cold
Trump creates new risk dynamic
US policies may have lasting effects in sectors such as energy, that rely on predictable rules and long-term planning
Momentum builds for Alaska LNG
Asian and European interest gathers pace as Trump throws his weight behind frontier state
Letter from the US: Energy needs require a rethink
Tariffs, AI, critical minerals and emerging markets all raise fundamental policy questions
Lower oil prices fuel US driving season
US gasoline consumption is at its highest level since before COVID, but while stocks remain healthy, the hurricane season threatens
Coal US
Gregor Macdonald
18 July 2019
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The disappearing case for coal in the US

A large wave of pit retirements may soon be followed by another

Coal supplied half of the total US power generation as recently as 2008, but after a decade of retirements now accounts for just a bit more than a quarter. A long wave of plant closures was driven by a mix of factors including the rise of natural gas, combined wind and solar, some policy tightening and pit depletion. Most observers have long believed that a smaller, leaner coal industry would emerge by now; largely safe, and economically viable. But a string of recent reports suggests that even younger coal plants may succumb to closure. Eric Gimon is a senior fellow at EnergyInnovation.org in San Francisco and is a co-author of The Coal Cost Crossover (March, 2019), which finds that as

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