Shell’s LNG Outlook 2025 – A critique and consequential assessment
The basis for concern Based on a stellar reputation for in-depth scenario planning, Shell’s energy market assessments have for over 50 years been consulted by…
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OFAC sanctions on Portovaya and Vysotsk LNG
We just updated an Eikland Energy snap analysis of implications of US OFAC sanctions on the Portovaya and Vysotsk LNG plants near St. Petersburg, Russia…
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Arctic LNG 2 and its Dark fleet – A review of latest events and outlook as of Sep. 5, 2024
The scene and the story On July 22, 2024, the Dark LNG fleet carrier Pioneer began spoofing its position in the Barents Sea, displaying an…
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Violation of trust: Venture Global at Calcasieu Pass LNG vs FERC, an analysis
Venture Global began constructing the Calcasieu Pass LNG facility in 2019 with a FERC deadline to be operational no later than February 21, 2024. Despite…
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Eikland Energy Analysis: The U.S. DOE LNG export moratorium and a case for a 200 mtpa export ceiling
The announcement of a moratorium on the U.S. Department of Energy (DOE) awarding new LNG export permits (including extensions) on January 22, 2024, has stirred…
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Frozen LNG: End-of-year perspectives on the sanctioned Arctic LNG 2 project
This time last year there was much focus on the Nordstream pipelines sabotage, high energy prices and market effects. For our end of the year…
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The merits of the 2023 arbitration cases against Venture Global at Calcasieu Pass LNG
This post has been extracted from independent work done during Q3 2023 by Eikland Energy AS advisory and presented here due to the general interest…
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Startup of the new Le Havre LNG terminal – with the Cape Ann FSRU
We don’t normally comment on routine moves of FSRUs or LNGCs, but the arrival of 145,130 m3 Cape Ann on Monday, September 18th to the…
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The Melkøya gas leak May 2023 – a review and outlook to plant restart
On May 31 a gas leak at Hammerfest Melkøya LNG that occurred during plant restart caused European natural gas prices to briefly spike by 4…
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On Europe´s gas storage situation, role in price determination, and winter price outlook
The EU is poised to reach 80% average gas storage fill level this week, and at the current injection rates even 90% by 1 October. …
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Leaders union strike: Norwegians bringing outlook for a perfect storm for European natural gas – RESOLVED
10 HOURS AFTER THIS ARTICLE WAS FIRST POSTED, THE NORWEGIAN GOVERNMENT TERMINATED THE STRIKE ACCORDING TO THE PROVISIONS AND CONSIDERATIONS DISCUSSED HERE. AS A RESULT,…
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A call for multi-terminal structured LNG import scheduling to Europe – The Berlin Airlift analogy
An escalating blockade of Russian “weaponized” natural gas deliveries to Europe, draws the perspective of an “Emergency” crisis level very close for some countries. This…
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Natural gas leading an end-game in Russia’s Ukraine invasion?
After a tumultous spring in all energy markets, new events in the past week are flagposts that signal major movements ahead. While we try not…
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Reflections on Europe and natural gas after 90 days of Russia’s war in Ukraine
90 days into the Ukraine conflict, Europe is seeing a powerful revival of small and large natural gas projects that were mothballed or even scrapped…
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The flexing of muscles in Russian-European gas relations – A snapshot perspective
European natural gas prices have literally risen exponentially since May 2020 (sauf a winter bump), and are now at 23 USD/MMBtu, a massive 75% over…