Dustin Olson

Last week’s Energy Class in Houston conducted by RBN Energy, LLC revealed the continuing trend of increased global consumption of crude oil, “NGL’s” ( i.e. Natural Gas Liquids ) and Liquified Natural Gas even as the supply of renewable energy and number of EV’s increase. The U.S. will continue to play a pivotal role in meeting this global demand. The irony of increased consumption of hydrocarbons despite increases in renewable energy might best be explained by Jevon’s Paradox which asserts “in the long term, an increase in efficiency in resource use will generate an increase in resource consumption rather than a decrease.” Shrieve’s synthetic compressor lubricant technology will continue to play a pivotal roll in the production of NGL’s. #SHRIEVE

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A lack of pipeline capacity has kept natural gas prices negative in the Permian for almost half of 2024 so far. A new pipeline soon to come online is about to change that. The extra transport capacity could motivate shale producers to increase oil production--at a time when the world has a lot of the stuff coming out of the ground.

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I am thrilled to see Louisiana leading the way in clean energy with the creation of the Clean Hydrogen Task Force through HCR64! This initiative marks a significant step toward establishing proactive clean hydrogen policies that will benefit our region for generations. I had the privilege to participate in the inaugural meeting, which Task Force Chairman Rep. Joseph A. Orgeron, Ph.D. did an outstanding job leading. He emphasized how critical future success will be defined by comprehensive and systematic energy transition. Great work by Lindsay Cooper getting it passed last session, and Stephen Wright representing Gulf States Renewable Energy Industries (GSREIA) during public comments, including Hy Stor Energy’s transformational projects. Louisiana, a longstanding leader in the energy sector, is spearheading crucial recommendations to grow the clean hydrogen industry. From production and storage to infrastructure and end-use, clean hydrogen is key to our energy diversification and sustainable industrial growth. With estimates at over $45.6 billion in clean energy investments and the creation of 23,000 new jobs, the region is poised for exponential growth in clean hydrogen demand. Louisiana is already a major hydrogen producer, and this initiative will only strengthen that position as a regional and global leader. Green hydrogen not only supports industrial processes like oil refining and steelmaking but also serves as a zero-emission substitute for conventional fossil fuels. #CleanEnergy #HydrogenEconomy #GreenHydrogen #HyStorEnergy #SustainableFuture #EnergyTransition #EnergyStorage

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Today we remember our fallen who have served our Nation. As a Nation we have been blessed with resources, but leadership from many areas are not utilizing these. Here is a Energy / Commentary by Diana Furchtgott-Roth, director of the Center for Energy, Climate, and Environment and the Herbert and Joyce Morgan Fellow in Energy and Environmental Policy at The Heritage Foundation. It is entitled: Houston Storm Reveals Downside of Forced Electrification. xxxxWhy is it that leadership in making rules, regulations and other arcane mandates don't have to follow logic and common sense. In engineering projects there has to be a mass and energy balance of the process resources to be used to make a product. The materials of construction considered, and their source, price, availability and lead time. Also you need utilities such a gas, electricity and others to provide the energy needed to carry out the process efficiently and profitably. As the author points out, you simply can't say that it will happen and that is what it will be...with little or no consequences. Houston has typified the path that they are on, and the consequences. The roaring irony is knowing that energy resources are all around in many areas, and not using them because of the "climate" .....Perhaps what is needed is to change the political climate, that being in leadership. Not just here, but globally. So let's get on with it.... ...."We live in a world with more and more devices that require charging. Nothing shows the downside of that better than the recent storm that hit Houston, where thousands of residents still lack power. Houstonians with electric stoves can’t cook, those with electric water heaters lack hot water—and those with electric cars can’t charge them. The range of an electric vehicle without electricity is zero.  But President Joe Biden’s Environmental Protection Agency and Department of Transportation are requiring that, by 2032, 70% of new cars and 25% of new trucks sold will be electric......" READ ON, PRAY ON...STAND UNITED for FREEDOM, RIGHTS (as we Remember our fallen)...IN GOD WE TRUST!!...PROUDLY, STRONGLY!!....all over the WORLD>>>!!

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At yesterday's hearing in Amarillo, Messer was granted a temporary injunction that gives it continued access to the Crude Helium Enrichment Unit while negotiations with Cliffside Refiners LP continue. The Messer press release is below. I am not clear on the duration of time that Messer has been granted to negotiate a deal. Messer Continues to Provide Access to Helium for Key Industries PR Newswire BRIDGEWATER, N.J., Sept. 12, 2024 Messer Helium Cliffside will continue to operate the CHEU while negotiating a long-term agreement BRIDGEWATER, N.J., Sept. 12, 2024 /PRNewswire/ -- Yesterday, the 108th District Court in Potter County, Texas granted a temporary injunction to Messer Helium Cliffside LLC (MHC), allowing MHC continued access to the Crude Helium Enrichment Unit (CHEU), the central piece of machinery that extracts helium from the former federal Helium System. The injunction will enable MHC and Cliffside Refiners, L.P. (CRLP) to negotiate terms regarding the CHEU while continuing to operate, meeting the helium needs of multiple industries and the American public.  "We are pleased with the outcome of today's ruling, which is a positive step toward a stable and reliable helium market in the US," said Chris Ebeling, Messer's Executive Vice President, Sales & Marketing, North America. "We will work to negotiate a long-term agreement in good faith with the CRLP and expect all partners to put the best interest of the partnership before individual commercial interests to protect long-term continued supply of this valuable resource." If a reasonable commercial solution is not reached between MHC and the CRLP, the domestic helium supply could be threatened, which may impact multiple industries that the American people depend on, including health care and electronics. Global access to helium from the largest international suppliers, Russia and Qatar, will remain tenuous if sanctions persist and unrest in the Middle East escalates. Disruption to domestic helium supply and increased volatility in the global helium market could hurt the American economy. MHC is committed to the ongoing, safe and reliable operation of the CHEU to facilitate the continuous supply of helium, which plays a pivotal role in the nation's health and security.

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Here is an afternoon commentary by Bill King, a businessman and lawyer. He is a former opinion columnist and editorial board member at the Houston Chronicle. He is the author of “Unapologetically Moderate: My Search for the Rational Center in American Politics." It is entitled: US Population Growth Shifts Away From Largest Cities. Imagine that why do you suppose that this is happening? It is nestled in there with other commentaries such as "Trump Campaign Gets Immediate Avalanche of Cash After Guilty Verdict....$34.5 million dollars shutting down servers, No-Bid Contracts Inflate Cost to Massachusetts Taxpayers of Feeding Illegal Aliens ($37 / day/ person) and ‘Money Going Around’: Worker Reveals Why Hotels Are ‘Loving’ NYC’s Shelters for Illegal Aliens. ...Now a real census of US citizens would reveal how many left. ITleaves one to wonder how the so call "migrants" be counted in a census for House Representative members? That is colossal question.....that would be representation without a citizenship. Should they be allowed to vote......WELL NO! ...."There are 124 cities with a population over 200,000 in the U.S. According to the U.S. Census Bureau’s population estimates for last year, more than 90% of the U.S. population growth last year took place outside of its 124 largest cities.  About a third of those cities lost population last year. The total growth in the population of cities with more than 200,000 residents grew by 0.23%, less than half of what the U.S. grew last year. Roughly a third of those that lost population were located in New York and California. The three largest cities in the U.S., New York, Los Angeles, and Chicago, all lost population again in 2023. Between the three cities, more than 700,000 people have left since the 2020 census. New York is by far the biggest loser at 546,000. That is about 6.2% of its 2020 population....." READ ON, PRAY ON...STAND UNITED for FREEDOM, RIGHTS...IN GOD WE TRUST...PROUDLY, STRONGLY....all over the World>>>!!

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New Hope Mission: Driving Change, Building the Future 🌱 At Horizon, we believe that actions speak louder than words. Through our New Hope Mission, we are calling on ALL energy leaders to embrace real, transformative change. The Oil and Gas Industry Call to Action: ✅ Decontaminate raw products directly at the oilfield, increasing EBITA and creating a safer environment for all—including providing decontaminated water for irrigation and other uses. ✅ Adopt technologies that capture and reprocess 100% of emissions. Storing and shoving CO2 back into the Earth is not the answer—let’s innovate for a cleaner, sustainable future! These aren’t just possibilities—they are proven solutions, ready to be scaled. Horizon is Leading by Example: • Our refinery will utilize cutting-edge technologies to set a new benchmark for environmental accountability. • Our state-of-the-art Trade Desk minimizes carbon footprints while revolutionizing risk management in the oil and gas trade sector. • A percentage of our profits from oil and gas will fund the Farmer Transition Fund (FTF), helping farmers replace harmful, caustic chemicals with natural alternatives. After just one season, this shift will: 🌱 Increase EBITA for farmers 🌱 Improve soil health 🌱 Save lives Supporting Those Who Serve: At Horizon, we also honor and support our veterans. We are proud to donate a portion of our resources to organizations that assist veterans in their transition to civilian life, providing support, education, and opportunities to those who have served our country. The Question Is: What’s Next for YOU? How will you and your company step up in the year ahead to create a safer, healthier, and more prosperous future for all? The time for change isn’t tomorrow—it’s NOW. Let’s collaborate to make this vision a reality. #NewHopeMission #CleanEnergyLeadership #SustainableFarming #InnovateForThePlanet #NatureBalancingNature #TheTimeIsNow #EnvironmentalSolutions #FTF #VeteransSupport #HorizonCares

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These Louisiana projects are either underway, have announced FID, or are expecting FID in 2024. #energystrong 1. $21 billion: Plaquemines LNG, Venture Global, Port Sulphur 2. $16.8 billion: Driftwood LNG, South of Lake Charles 3. $10 billion: Energy Transfer LNG, Lake Charles 4. $9.4 billion: Gron Fuels Renewable Diesel, Port of Baton Rouge 5. $7.5 billion: Ascension Clean Energy/Hydrogen, Donaldsonville 6. $7.5 billion: St. Charles Clean Fuels, St. Rose 7. $7 billion: Delfin LNG, Off the Coast of Cameron Parish 8. $4.6 billion: Lake Charles Methanol, Calcasieu Ship Channel 9. $4.5 billion: Louisiana Clean Energy Complex, Air Products, Burnside 10. $4.35 billion: Magnolia LNG, Calcasieu Ship Channel

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"By 2030, the Gulf Coast region of Texas, Louisiana, Mississippi and Alabama could see as much as $219 billion in liquefied natural gas investment, $151 billion for chemical and refining and other traditional industries, and $107 billion in energy transition projects"

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Hope you’ll check out Shale Magazine's new profile of yours truly by Tyler Reed to discuss the role API - American Petroleum Institute plays in setting #safety and #environmental standards in America, and increasingly throughout the world. API’s standards have recently been adopted in #India, #Ukraine and #Brazil as we build relationships across the globe to build energy supplies and export America’s environment progress. Having abundant natural #gas and #oil is an insurance policy against economic volatility and global unrest. As long as Washington views American energy abundance as a strategic asset, there will be a critical role for shale for decades to come. https://lnkd.in/exBnt6FU

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Exciting times ahead

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Coming off of #NPE, I thought I would share a podcast that our market experts on European and African PP and PE hosted back on May 9th. Big changes happening in Europe especially with ExxonMobil and SABIC crackers being closed and LyondellBassell's announcement to review all European polymer and olefin assets. Want to know more about the market landscape for these two key commodities? Take a listen, https://lnkd.in/g34F5hx2 #ICIS, #Polyethylene, #Polypropylene

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In a whisper on the wind, you hear: "Plan for the 2026 API Inspection & Mechanical Integrity Summit" Yes! Planning is underway for the 10th Summit! Circle the date, block out the time, and plan to attend the 2026 API IMI Summit! More details to come, but join all of your friends in making San Antonio the hottest place to be at The Summit!

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Dear Esteemed Readers, I want to express my deepest gratitude for your unwavering support, kind words, and encouragement. I am truly thankful to the Creator for allowing me to contribute, however modestly, to the field of chemical engineering. Engaging with the wealth of knowledge shared by so many brilliant minds on this platform—whether through articles on process equipment, safety hazards, sustainability, or carbon capture advancements—continues to be an enriching experience. As engineers, we have made remarkable contributions that have significantly improved life on our planet. We should take pride in our role in creating a better world for future generations. However, our journey is far from complete. Process Safety, a crucial aspect of Process Safety Management (PSM) with its fourteen elements, remains an area where our collective knowledge and vigilance are urgently needed. Unfortunately, process safety incidents persist in petroleum and petrochemical facilities, leading to tragic loss of life, environmental damage, and billions of dollars in destruction. To address these ongoing challenges, I highly recommend the recently published Ludwig’s Process Design for Chemical and Petrochemical Plants Incorporating Process Safety Incidents (Volumes 1A & 1B), with additional volumes to follow. These publications are invaluable resources that provide in-depth case studies of process safety incidents investigated by the US Chemical Safety & Hazard Investigation Board. They delve into the root causes of these incidents and offer strategies for preventing future occurrences. I strongly encourage all readers to visit (www.csb.gov/videos) and view the animated videos documenting these incidents. These videos are not only informative but also essential tools for our continuous education in process safety. They offer valuable lessons that can help us enhance our practices and prevent similar tragedies. Our profession has already achieved so much, but there is still much to be done, particularly in promoting and implementing process safety. By staying informed and committed, we can continue to make a meaningful difference in the safety and sustainability of our industry. Thank you for your dedication to this noble profession and for your ongoing efforts to make a positive impact. Sincerely, A. Kayode Coker

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What happens when you eliminate routine flaring? You improve your efficiency, image, and your bottom line. Read the blog to learn how you can end routine flaring now https://bit.ly/4bMDcM5 #oilandgas

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At StratoChem Services, we're getting ready for increased operating costs & higher tariffs on supplies! That means over-filling backstock for StratoKits, *heavily* reworking the budget for next year, and going to tax webinars to figure out how else to offset rising costs in a small business setting -- all while continuing to support employees as their cost of living is set to increase, as well. It's going to be interesting, but we're poised to ride the changing waves, as we have for ~40 years. What are you doing to prepare that you think others should know about/consider? Share below!

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Very exciting times are coming🏭⚡☢️⚛️ #Sustainability #EnergyTransition #Co2reduction #CarbonEmissions #ClimateAction #RadiationSafety #NuclearPower #RadiationProtection

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