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Archive for the ‘energy policy’ Category

The Revolution Wind shutdown order is attached. The letter cites concerns about national security and interference with other offshore activities.

Excerpt from Ørsted’s response:

Ørsted is evaluating all options to resolve the matter expeditiously. This includes engagement with relevant permitting agencies for any necessary clarification or resolution as well as through potential legal proceedings, with the aim being to proceed with continued project construction towards COD in the second half of 2026.”

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The Bureau of Ocean Energy Management (BOEM) is halting activity on the Revolution Wind project off the coast of Rhode Island and Connecticut. No details on this decision have been provided.

According to Ørsted, all of Revolution Wind’s foundations and almost 70 per cent of the turbines have been installed.

Revolution Wind is a partnership between Ørsted and Global Infrastructure Partners’ Skyborn Renewables.

Related post from last week.

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Offshore Lease Sale Schedule 

Year Cook Inlet Sale Gulf of America Sales 
2025 — Dec. 10 
2026 March March, August 
2027 March March, August 
2028 March March, August 
2029 — March, August 
2030 March March, August 
2031 March March, August 
2032 March March, August 
2033–2039 — March, August 
2040 — March 

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Massive swell at Platform Esther, 12/24/2024 – Christmas gift for surfers

Eloquent eulogy by DCOR (platform operator) CEO Alan Templeton: Last Sunday, August 10, I joined a small group of DCOR personnel on Platform Esther to witness her final moments of operation. At exactly 3:00 p.m., we pressed the ESD on the production deck, and one by one, the sounds of compressors and pumps faded until the platform fell silent — a profound and bittersweet moment in California’s energy history.

For over half a century, Esther stood off the coast of Orange County, first installed in the early 1960s as one of California’s iconic man-made oil islands. She blended into the horizon while quietly producing oil and gas, surviving storms, and later being rebuilt in 1985 into the platform we know today. More than just steel and pilings, Esther was a proving ground for innovation, a dependable asset, and a source of pride for the men and women who worked safely on her decks.

While she has now been permanently shut in, her legacy remains — a testament to the ingenuity, resilience, and dedication that have defined California’s offshore industry for generations.

Litigation prematurely ended production at Esther, which would have had an estimated 15 more years of operative life. The attached settlement agreement, shared by John Smith, ends a dispute between the State Lands Commission and DCOR over repurposing a pipeline to transport oil from state Platform Eva to Federal Platform Edith (diagram above).

In exchange for relinquishing its mineral rights and decommissioning Platform Esther, the settlement grants DCOR a $10 million royalty credit on future oil produced from Platform Eva. This credit is significantly less than the value of remaining production from Esther.

Platform Esther, is one of three remaining oil production platforms in California state waters.

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pictured:TMC pilot trials

Highlights from TMC’s Q2 update:

  • On August 11, 2025, TMC USA received notice of full compliance from the National Oceanic and Atmospheric Administration (NOAA) on its exploration applications, and reconfirmation that TMC USA has priority right over both exploration areas
  • Both applications entered the certification stage in late July, which we expect to be approximately 100 days
  • In light of recent U.S. regulatory developments, TMC expects to commence commercial production from the NORI-D Area in the fourth quarter of 2027 if we receive a commercial permit before scaling to an average annual production rate of 10.8 million tonnes of wet nodules per annum (Mtpa) at steady state (2031 through 2043) production, with an expected 18-year life of mine (LOM);

Meanwhile, after missing deadlines in 2020 and 2023, the International Seabed Authority (ISA) again failed to deliver a Mining Code as communicated in their 2023 roadmap during the second part of their 30th session in July 2025. No new roadmap or new target date for adopting the final Mining Code has been agreed. The next ISA meeting is scheduled for March 2026. (Hence the importance of direct permitting through the US/NOAA.)

NORI area
polymetallic nodule

More posts about deep sea minerals

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Trinidad’s Prime Minister Kamla Persad Bissesar: “Trinidad will not wait for the end of any energy era,” she said. “Our principle is simple: investment goes where it is welcomed and stays where it is well treated.”

The PM of a country with an oil production history that predates the Drake well in Pennsylvania leaves no doubt about her support for deepwater development. Her candid and clear messaging is most refreshing.

Consistent with her policy guidance, T&T signed a Production Sharing Contract with Exxon for a massive deepwater tract (Block Trinidad and Tobago Ultra Deep 1, map below). Per Ms. Persad Bissessar:

“Today’s signing underscores our government’s commitment to strengthening national energy security and to unlocking the full value of our hydrocarbon resources through discipline, policy, competitive terms and trusted partnerships.”

The contract is an impressive achievement for Exxon, which was awarded the block non-competively through direct negotiation rather than bid rounds. The spectacular deepwater results offshore Guyana were a major selling point for Exxon, which promoted its leadership in understanding Caribbean offshore geology.

Although another Guyana is unlikely, the enormous lease block presents a great opportunity for Exxon. The consolidated block spans 7,765 square kilometers in the Eastern Tobago Basin in water depths exceeding 2,000 meters. By comparison, Trinidad and Tobago’s total surface area is about 5,128 square kilometers and a typical Gulf of America lease block is only 23 sq km. (Think about that! The size of US offshore lease blocks, which are the world’s smallest, needs to be reconsidered.)

Based on press reports, Exxon will carry out seismic acquisition within 12 months, followed by geological and geophysical studies, and drill up to 2 exploratory wells during the initial phases of the contract. (Reports differ as to whether one of those wells is mandatory, but presumably that won’t be an issue.)

Does this impressive deal reduce the likelihood that America’s largest oil company, which has essentially abandoned the Gulf of America except for its (fading?) carbon disposal ambitions, will participate in the upcoming Gulf lease sale? Politically, failure to participate would not seem to be very astute given the Administration’s promotion of domestic production and energy dominance.

Oil Now map
T&T – Exxon signing cermony

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2023 vs. 2025: Not so subtle changes

BOEM tweet (12/8/2023): Offshore wind is a once-in-a-generation opportunity to build a new clean energy industry, tackle the climate crisis, and create good-paying jobs, while ensuring economic opportunities for all communities.
BOEM tweet (7/31/2025): America’s offshore energy resources are powering the nation. In FY2024 that looks like 668M barrels of oil, 700B cubic feet of natural gas

BTW, the new BSEE logo appears to have been influenced by the masterpiece Rig at Sunset 👍 😉

Rig at Sunset

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A new court filing (attached) informs that the Dept. of the Interior is reconsidering the Construction & Operations Plan (COP) approval for US Wind’s Maryland Offshore Wind (“MarWin”) Project (maps above). That approval is the subject of litigation filed by Ocean City MD and others.

The key section of the Federal government’s filing is pasted below.

  1. An extension in this case is necessary as Interior intends to reconsider its COP approval and move in the District of Maryland—the first-filed case—for voluntary remand of that agency action. See, e.g., Util. Solid Waste Activities Grp. v. EPA, 901 F.3d 414, 436 (D.C.Cir. 2018) (recognizing that administrative agencies have the authority to reconsider their decisions). The outcome of Interior’s reconsideration has the potential to affect the Plaintiff’s claims in this case.

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Victoria Bonnet’s piece in the Nantucket Current challenges certain assertions made at the Select Board’s July 29 press conference. Key points:

The government documents for ALL the Atlantic projects make it clear that there will be no benefit to climate change from implementing wide scale offshore wind.”

And how is it possible that an attorney representing an island that is receiving the full brunt of the environmental impacts from this massive industrial project is lecturing the press that historic preservation can co-exist with offshore wind? The sight of just the first 40 towers from Vineyard Wind makes it clear they can’t.”

Blindly following public relations statements about offshore wind as a critical solution to climate change that must be implemented immediately is how we got here in the first place. It has become clear that Nantucket receives no benefits from, but is significantly harmed by, Vineyard Wind. Our Select Board’s role should not be to advocate for any energy source that harms Nantucket.”

Dawn Hill, a signatory to the Good Neighbor Agreement and the current Select Board Chair, was a bright spot in the meeting. Her acknowledgment that the project is way more impactful than communicated at the time the Good Neighbor Agreement was signed gives hope that more rational thinking and action is on the way.

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As indicated in the Jens Christiansen graphic above, Denmark’s net imports exceeded 80% of demand several times in July. Per Jens, a Danish physicist, “this is the downside of being a wind leader we have to talk about.”

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