Digital Innovations in Oil and Gas with Geoffrey Cann

Tom Sharp and Justin Carlson on the Permitting Challenges for New Infrastructure (Part 1)

Sep 15, 2023

Tom Sharp, Director of Permitting Intelligence with Arbo, and Justin Carlson, Founder and Chief Commercial Officer of East Daley Analytics, discuss the permitting challenges for new infrastructure in the oil and gas industry. They explore hurdles in obtaining permits, complexities of value chains, acquiring land, and managing risks. Collaboration between developers and policymakers is emphasized for successful navigation of the changing energy landscape.

30:33

Creator website

Episode guests

Tom Sharp

Justin Carlson

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Project developers face risks such as litigation, regulatory uncertainty, and delays, which can increase project costs and lead to abandoned or heavily delayed projects.

Delays in energy infrastructure development can have implications for LNG exports, global energy security, and the transition to hydrogen markets.

Deep dives

Project Developer Risks

Project developers face risks such as litigation, regulatory uncertainty, and delays, which can increase project costs and lead to abandoned or heavily delayed projects. Examples include the PennEast and Atlantic Coast pipelines, which faced opposition and litigation, resulting in project cancellations or delays.

Introduction

2min

Introduction and Background of Tom and Justin

4min

The Origin of 'East Daily' and Collaboration with 'Arbo'

2min

Permitting Challenges and Obstacles for New Infrastructure

3min

Challenges and Risks in Infrastructure Development

20min

"There's a lot of different things that are plaguing infrastructure developers or have been for a long time, and they're all sort of coming to a head now."

This is part one of a two part podcast recording with Tom Sharp, the Director of Permitting Intelligence with Arbo, and Justin Carlson, founder and Chief Commercial Officer of East Daley Analytics on the issues and challenges facing energy infrastructure projects, and some of the solutions.

"We don't build a road that no one's going to travel on. You build a pipeline, because somebody has supply and someone has demand."

Tom Sharp is a thought leader on infrastructure permitting and an expert in environmental and energy law and policy. His unique perspective is informed by 12 years of federal experience, most recently as Director for Permitting Excellence at the Federal Permitting Improvement Steering Council (FPISC), and by positions at the White House Council on Environmental Quality (CEQ) including Deputy Director for NEPA, attorney in the Office of the General Council, and Senior Advisor for Infrastructure. Tom also worked for 9 years as an attorney at FERC specializing in natural gas pipeline certificates and hydropower licenses. He graduated with a Certificate in Environmental Law from the Tulane University Law School and enjoys teaching law classes focused on NEPA and permitting reform.

"You really have two kinds of risk. You've got risk borne by the project developer, and then you've got policy risk."

Justin Carlson is the Co-Founder and Chief Commercial Officer of East Daley Analytics. With a passion for strategy and deep expertise in oil and gas market supply and demand, Justin co-founded East Daley Analytics to creatively transform data and information into market moving knowledge and wisdom to drive client success. He has also authored articles on the energy financial markets for Forbes, Oil and Gas Journal, and Seeking Alpha. Justin has a BS in Mechanical Engineering and an MS in Engineering Management from the Colorado School of Mines.

"Midstream companies are out wanting to develop hydrogen projects, but we don't really know where the supply is. And we also don't know who wants it, so I don't know what to do."

USEFUL LINKS

LinkedIn profiles (personal, business):
Website:
- http://www.goarbo.com/
- https://www.eastdaley.com/

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