38 Comments

Robert: Thank you for your cogent and concise analysis. I missed this when it was published.

Expand full comment

Destroying the US export market for the cleanest fossil fuel. It’s not about climate change, folks.

Expand full comment

U am of two kinds here. It would be good to export LNG as much as we can, but I selfishly 1) don’t want the USA exposed to international markets for natural gas. 2) don’t mind the USA keeping the gas in the ground for future inexpensive use here.

Expand full comment

Good work, Robert.

Did we miss EDF in that table? We just listened to an EDF project lead on a satellite project that will track methane emissions globally discuss it on the Columbia Energy Exchange. $77 million in donations. Meaning their budget has to be up there with the larger ones you noted.

Expand full comment

Hi. Yes, EDF has a huge budget. But in my tally of anti-LNG groups, I only included groups that were quoted in the White House's Jan 27 press release. EDF wasn't quoted.

Expand full comment

You’ll want to listen to this.

https://podcasts.apple.com/us/podcast/columbia-energy-exchange/id1081481629?i=1000647260160

And ponder how much money is behind this, and who the donors of that $77 million were. And what Google plans to do with the data.

Expand full comment

Worth listening in on James Howard Kunstler’s recent conversation with Art Berman where he commented on the sensibility of the US restrictions on NLG restrictions. Whilst Art can be a bit on the lefty liberal side he really does know his stuff aka oil and gas. Both James and Art recognise the depletion angle.

Expand full comment

is the same Podesta called out by Whitney Webb ?

Expand full comment

Sorry I know this is off topic but i cannot find a route to comment on Robert’s podcasts. I just listened to his interview with Peter Zeihan a man whom I have found to be very learned and insightful. Nonetheless in this podcast he declared that Joe Biden is going to win the November election in a landslide but with no real discussion of why he has determined that will happen. Despite the current polling favoring Trump I am sure the election will be very close and highly contentious. I would really like to know what makes Zeihan so absolutely certain of his prediction for a Democrat landslide victory.

Expand full comment

Go back and relisten. Zeihan explained exactly why he believes that.

We're not agreeing with him, but pointing out that he did, in fact, explain his reasoning.

Expand full comment

He knows the election will be rigged.

Expand full comment

Clear and concise writing

Expand full comment

The US is not alone. Australia is going further. There is minimal exploration for gas so that there will be a gas shortage in the near future despite exporting large quantities. Australia used to be the largest exporter of LNG but is now well and truly lower because of these insane policies

Expand full comment

There is in the realm of 500 Trillion cubic feet of nat gas in the NT and there are explorers (Tamboran, Empire, Falcon) there now. Both Darwin and the east coast are facing shortfalls in the coming years so that patch will have to be made use of, with accompanying pipelines. Politicians will be dragged kicking and screaming by the laws of physics.

Expand full comment

Coupled with new labour laws pushed by unelected unions making it one of the most expensive places to do business.

Expand full comment

Indeed Christian. Corruption by any other name

Expand full comment

I don’t believe this is entirely virtue signaling. I want to know where these billionaires put their investments. Solar? Wind? How does this benefit them financially. They cannot be this stupid and short sighted. Can they?

Expand full comment

When Jerry "Moonbeam" Brown's dad Edmund G. "Pat" Brown's California gubernatorial campaign was floundering in 1958, Bill Newsom (Gavin's dad), the CFO for Getty Oil, and Paul Pelosi Sr. (Nancy's father in law) leapt into action and saved the campaign. After he was voted out in 1962, Pat Brown went to work as a lobbyist for Pertamina, the Indonesian government's oil and gas company, He got the exclusive rights to import Indonesian LNG into California. The Brown family has extensive oil and gas holdings. Jerry used State resources to survey his property for oil and gas. When Southern California Gas Company had an enormous leak from a gas-storage cavern in Aliso Canyon, Jerry prevented state agencies from forcing the gas company to stop using it. Why? Jerry's sister Kathleen owns the ranch above that cavern. When San Diego Gas and Electric wanted to build a nuclear power plant, Jerry prevented it, saying that coal would work just fine. Mike Shellenberger wrote more about this in "Apocalypse Never."

Expand full comment

Some of the early thoughts were that blocking exports assured cheap gas for American industry. I predicted it would only lead to production cuts. As predicted, gas producers have started cutting the supply to push up prices. I watch the prices and the news at

https://www.tradingview.com/symbols/NYMEX-NG1!/

Expand full comment

The CAGW hysteria aimed at decarbonizing in addition to being technically impossible this side of a depopulated stone age revival is actually all about depopulation. Unfortunately for our elite Jacobins and Bolsheviks working on that agenda, the developing world knows what living without prosperity feels like and wants no part of it and will utilize hydrocarbons to attain prosperity thus nullifying all the phantom "gains" from western self-imposed deindustrialization. As with the second sober look at EVs which is bleeding the auto sector, even the west will catch on to that game. The same Jacobins and Bolsheviks have one more card to play to accomplish the same goal of depopulation and that would be war, the old "health of the state" solution. Hence the insane banter heating up regarding an inevitable war with Russia.

Expand full comment

describes the situation well. well done.

Expand full comment

I get so mad when I see this kind of money, being used to virtue signal for political purposes. We all know these progressive squillionaires can't live their lives without fossil fuels, yet they squander the riches earned from this nation to destroy it. I wish it was possible to flip a switch, and tell the country, this is the list of those people who say we no longer need this energy. Here is where they live.

Expand full comment

Maybe the narrative is Climate Change but as far as I understand, it’s not just about climate.

The world has been investing heavily into Gas, and the markets have already seen huge amounts of gas, and in 2027 moreover.

Pls invite Marko Papic for your podcast and hear from first hand.

Expand full comment

The top 3 exporters of LNG (US, Qatar, and Australia) are frequently mentioned, but No. 4 is not: Russia.

An administration fond of demagoguing its opponents as pro-Putin is benefitting Putin's war machine far greater than any sanctions will offset.

Expand full comment