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Casey Sattler

Tempe

Editorial Director at Energy Intelligence

@energyintel Editorial Director, W. Hemisphere. Head, Competitive Intelligence. Mom. Mountain Biker. Bassist @ The Dust Ups. Rice Grad. Standard disclaimers.

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Casey Merriman
Casey Merriman @cm_energyintel
13 May 25

The US-China 90-day tariff deal will see most Chinese tariffs on US goods fall to 10%, but oil, LNG are exceptions. Crude = 20% LNG = 25% Ethane, LPG = 11%. Crude, LNG likely remain out of the money. Ethane/LPG harder to replace, flows should continue. https://t.co/1O57cT675w

Casey Merriman
Casey Merriman @cm_energyintel
29 Apr 25

The big $BP earnings miss (and higher-than-expected debt, etc - ouch) has been thoroughly covered, so just a secondary anecdote -- all low-carbon energy metrics have been scrapped from the major's quarterly reporting. Nothing to see here means nothing to see here. https://t.co/uq96IMPecR

Casey Merriman
Casey Merriman @cm_energyintel
27 Feb 25

Amid all the $BP headlines, a subtle point speaks vols: it not only plans to produce ~1mn boe/d more in 2030 than its original transition plan, it has a new target for 100% reserve replacement by 2027. The U-turn is not just short-term growth. It’s restocking for post-2030.