Summary:
Hydrogen is being pushed without proper environmental assessment on its production processes
Canada oil production continues to face regulatory challenges
Gasoline prices will continue to be strong
Oil and Gas Sector -Analysis and Commentary - May 2022.pptx
1.
2. • CPA, CGA
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
Youtube - https://www.youtube.com/user/youngercga1968/videos
3.
4.
5.
6.
7.
8. USA Oil Production -
https://www.reuters.com
/article/usa-rigs-baker-
hughes/u-s-drillers-add-
oil-and-gas-rigs-for-
seventh-week-in-a-row-
baker-hughes-
idINL2N2WY1AB
14. https://www.forbes.com/sites/llewellynking/2021/1
2/04/qatar-sees-green-role-for-lng-as-world-gasps-
for-more-energy/?sh=39b750f06660
Natural gas is about 10% of the power generation in
Canada. Wind and Solar cannot handle the volume
that natural gas provides in generation capacity.
USA is one of the largest exporters of Natural Gas -
https://www.reuters.com/business/energy/cheniere
-completes-new-sabine-pass-lng-export-unit-
louisiana-2022-02-07/
USA gets cheap Canadian natural gas as they are
largest consumer of Natural Gas -
https://www.eia.gov/todayinenergy/detail.php?id=3
4172 and
https://www.canadianenergycentre.ca/missing-out-
natural-gas-and-canadas-exports/
22. https://www.prnewswire.com/news-releases/ibm-acquires-envizi-to-help-organizations-accelerate-sustainability-
initiatives-and-achieve-environmental-goals-301458256.html
Here is my initial look at IBM options with Envizi. More to come shortly as it relates to Envizi’s ESG solution.
Excel interface
https://knowledgebase.envizi.com/home/How-to-get-data-in-Excel-using-Envizi-API.2495529494.html
Integration with Maximo - https://www.prnewswire.com/news-releases/ibm-acquires-envizi-to-help-organizations-
accelerate-sustainability-initiatives-and-achieve-environmental-goals-301458256.html
This ties nicely with my work on Maximo and Cognos Analytics -
https://ibm.box.com/s/ow662tdpto1c1p6d9u2waqxwli40x0la
Here is an additional link on close, consolidate, and reporting -
https://ibm.box.com/s/i7efp948qvb5l8bt96y8sigsup8yes2u
ESG Reporting - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce
27. Blog – Oil and Natural Gas – Analysis and Commentary – USA, Canada and the World
Summary:
Hydrogen is being pushed without proper environmental assessment on its production processes
Canada oil production continues to face regulatory challenges
Gasoline prices will continue to be strong
How a Battery Metals
Squeeze Puts EV Future at Risk - The Washington Post.pdf
In US, states struggle
to replace fossil fuel tax revenue - ABC News.pdf
Why aren't oil
companies cashing in on high gas prices khou.com.pdf
U.S. Crude
Production Flat, Demand Up as Summer Travel Season Gets Underway - Natural Gas Intelligence.pd
Canadian oil
production rises, bitumen output hits record high.pdf
Plug To Build
Large-Scale Green Hydrogen Generation Plant In Europe
Hydrogen Production
How Is Hydrogen Made Planète Énergies.pdf
US Natural Gas
Slumps After Fire at Texas LNG Export Terminal - Bloomberg.pdf
Ingevity, Ajax Paving
join effort to reach net-zero paving - Construction & Demolition Recycling.pdf
Gas prices 'Demand
destruction' has already started, says strategist.pdf
US gas prices lower
compared to some other countries verifythis.com.pdf
1. Oil Production – USA https://www.khou.com/article/news/local/oil-gas/oil-production-high-gas-
prices/285-7ebc9ab3-bc9b-494e-a525-4b34fa23ac63
2. Oil = https://www.naturalgasintel.com/u-s-crude-production-flat-demand-up-as-summer-travel-
season-gets-underway/
3. Canada Oil - https://ca.finance.yahoo.com/news/canadian-oil-production-rises-bitumen-output-
hits-record-high-
185116332.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_r
eferrer_sig=AQAAAN6df80Y_zYLqDRPMZUWHustZs4Bx98KIRU3EIqlaNQqWzSzADeDiNsSTef5s8
wPaBL0ZW4pR0lH3ymjQu627z82y_wUIK-
ediMTd2kUF8TNOFrY_H39OTC4SZaxjeosaPm9E5hH1hwYnwtyYJyLdMCU8LjO8sLHdOJnWgc5bhL
G
4. Hydrogen - https://fuelcellsworks.com/news/plug-to-build-large-scale-green-hydrogen-
generation-plant-in-europe-at-port-of-antwerp-bruges/ or https://www.planete-
energies.com/en/medias/close/hydrogen-production
5. Natural Gas - https://www.planete-energies.com/en/medias/close/hydrogen-production
6. Asphalt - https://www.cdrecycler.com/article/ingevity-apex-paving-solutions-net-zero-asphalt-
napa-the-road-forward/
7. Gasoline - https://finance.yahoo.com/news/gas-prices-demand-destruction-already-started-
says-strategist-195433877.html
8. Gas Taxes - https://www.verifythis.com/article/news/verify/money-verify/us-gas-prices-lower-
than-8-other-places-in-world/536-f29481e9-eb3b-43df-aa91-a53c9ace5e5c
9. Electrical vehicles - https://www.washingtonpost.com/business/energy/how-a-battery-metals-
squeeze-puts-ev-future-at-risk/2022/06/07/46938e5c-e61b-11ec-a422-
11bbb91db30b_story.html
10. Gas taxes - https://abcnews.go.com/Business/wireStory/us-states-struggle-replace-fossil-fuel-
tax-revenue-84750142