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Energy

 

  • Research Department Working Papers

    Geopolitical Oil Price Risk and Economic Fluctuations

    This paper seeks to understand the general equilibrium effects of time-varying geopolitical risk in oil markets.

  • Permian Basin Economic Indicators

    Permian Basin employment fell during first quarter 2024, and the unemployment rate rose. The region’s rig count increased slightly, while the price of oil notably shot up.

  • How global oil sanctions lowered Russian oil export prices

    The decline in Russian oil export revenue since January 2022 was achieved by reducing the Russian export price rather than the volume of Russian oil exports.

  • Addressing Texas grid reliability: Time to go nuclear?

    Thirty years after Texas’ last nuclear plant opened, new nuclear generation could provide needed power without planet-warming greenhouse gas emissions.

  • Energy Indicators

    Coal power usage continues to decline in Texas. Solar power will be roughly half of all new electric-generation additions in both Texas and the U.S. in 2024, according to the Energy Information Administration.

  • Surveys

    Outlook improves even as oil and gas activity little changed; breakeven prices increase

    Activity in the oil and gas sector was relatively unchanged in the first quarter of 2024, according to oil and gas executives responding to the Dallas Fed Energy Survey.

  • Research Department Working Papers

    The Impact of the 2022 Oil Embargo and Price Cap on Russian Oil Prices

    This paper documents the effect of the oil embargo and price cap on Russian oil exports in the wake of the Russian invasion of Ukraine in February 2022.

  • Research Department Working Papers

    Investing in the Batteries and Vehicles of the Future: A View Through the Stock Market

    A large number of companies operating in the EV and battery supply chain have listed on a U.S. stock exchange in recent years. This paper compiles a unique data set of high-frequency stock returns for those companies and investigates the extent to which an “industry” factor specific to the EV and battery supply chain (an “EV” factor) can explain their returns.

  • Energy Indicators

    Coal power usage continues to decline in Texas. Solar power will be roughly half of all new electric-generation additions in both Texas and the U.S. in 2024, according to the Energy Information Administration.

  • Permian Basin Economic Indicators

    Permian Basin employment and wages rose during fourth quarter 2023, while the unemployment rate fell. The region’s rig count and the price of oil notably declined.