Ellen Scholl

  • Can the US Shale Revolution Maintain Its Momentum?

    Although US shale production reached 11.7 million barrels per day in 2018, shale oil and natural gas experts caution that the days of rapid expansion for US shale could be numbered as concerns mount about global economic growth in the short-term, easy access shale sources are depleted, and capital markets decrease their investments.

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  • The Future of Shale

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    Over the last ten years, the United States has become the world’s leading producer of oil and gas, going from energy import dependence to energy dominance. This shift is due to the ability to produce from shale plays, a story which started in Texas and grew to have global ramifications. In a new report, The Future of Shale: The US Story and Its Implications, Global Energy Center Senior Fellow Ellen Scholl looks at the factors which enabled the rise of oil and gas production from shale deposits, focusing on the developments which have transpired in Texas.

    This Global Energy Center report...

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  • Trump Puts America First at the United Nations

    US President Donald J. Trump on September 25 used his second address to the United Nations General Assembly to reaffirm his commitment to an America First approach to foreign policy.

    “America will always choose independence and cooperation over global governance, control, and domination,” Trump told the gathering of world leaders at the opening of the 73rd session of the United Nations General Assembly in New York. He laid out his vision for US foreign policy, with an emphasis on protecting US sovereignty from global governance and rising globalization.

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  • EnergySource Explains: The Coal Phase Out Commission and Germany’s Struggling Climate Leadership

    This piece is the second in a series examining the opportunities and challenges facing the recently launched “Coal Exit Commission” in Germany. You can read the first piecehere.

    Earlier this month, former vice president and climate campaigner Al Gore delivered a tough message to Germany, calling the country’s narrative of climate leadership “out of date.” And while Environment Minister Svenja Schulze acknowledged Gore’s statement, she responded that she plans to bring Germany back on track as soon as possible. With coal still playing a key role in the country’s energy mix, many climate advocates have...

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  • Scholl and Morningstar in Handelsblatt Global: Nord Stream 2 takes center stage in Trump’s NATO performance

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  • EnergySource Explains: Amid Government Turmoil, Germany Dives Into Effort to Phase Out Coal

    This piece is the first in a series examining the opportunities and challenges facing the recently launched “Coal Exit Commission” in Germany. It will shed some light on the context surrounding the establishment of the Commission and explain the important role coal still plays in Germany.

    Amid political turmoil over migration, last month Germany launched its so-called coal exit commission, designated to determine an end date for coal use in Germany. The Commission, whose membership was formally announced in late June amid a political spat between Chancellor Merkel and Interior Minister Horst Seehofer over control of Germany’s borders, will hold its first plenary meeting this Friday.

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  • As OPEC Manages the Market, Shale Producers Struggle With Local Constraints

    Much has been made of the recent OPEC decision to lift production limits and its impact on US shale producers, with some commentators arguing that OPEC reclaiming its role as a market manager has put US shale in its place. However, others have noted that shale producers in the Permian are potentially sighing in relief that OPEC will manage the price rally, as they struggle to bring product to market.

    As Pioneer Chairman Scott Sheffield put it, shale companies share an interest in a more balanced market and “preventing overheated prices.” Unlike OPEC (at least Saudi Arabia), many shale producers are facing limits to their ability to ramp up production. Permian producers are finding themselves constrained, not necessarily by the vagaries of geopolitics and the maneuvering of OPEC, but by takeaway capacity and infrastructure constraints close to home.

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  • Understanding OPEC’s Agreement to Raise Production: A Conversation with Helima Croft

    Global Energy Center Deputy Director Ellen Scholl sat down with Atlantic Council Board Director Dr. Helima Croft, managing director and global head of commodity strategy, global research at RBC Capital Markets, for her take on the OPEC meeting and the decision to move away from production cuts and toward increasing production to balance the market (you can read more from RBC on the meetinghere). The following is an excerpt of thier interview.

    Q: What are the major takeaways from the OPEC meeting that took place over the weekend in Vienna?

    Croft: The biggest takeaway is that OPEC managed to hold it together.

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  • The Future of Solar: A Technology and Innovation Story from Texas

    Solar power has been gaining ground in the global energy mix, and its importance will likely only continue to grow. However, the contribution that solar ultimately makes in the power sector, and whether it will make inroads in other energy intensive sectors, will be shaped by a range of factors, including technology development and innovation and a the enabling policy framework.

    In a recent visit to their office in a Dallas, Texas technology park, the Global Energy Center’s Ellen Scholl discussed the future of solar with Arun Gupta, CEO and founder of Skyven Technologies, a solar technology startup focused on using new technology to improve the efficiency of solar panels.

    The following is an excerpt of their interview.

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  • Scholl Quoted in Washington Examiner on Russia and Saudi Arabia's Oil Deal

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