Energy Perspectives
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Status and tales from the Cove Point and Canaport LNG plants, Trump back-stage
A major natural gas shortage has developed in the Canadian Maritimes, extending into New England. In the process, Repsol abandoned plans to convert the idle Canaport LNG terminal to an LNG export…
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Yamal LNG – European gas markets after the first five cargoes
Following the official opening and loading of the first cargo on 7 November 2017, the Yamal LNG project quickly showed its promise and impact on the gas market in North-West Europe. In…
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An oil and gas industry letter home at the end of the year
“From Shell shock, to Total encore and the resolution of the strategic Enigma.” At the tail end of 2017, oil prices are back to a level where many think they should be,…
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Rising cost of capital and the challenge for energy companies
The historically low interest rates that set root after the collapse in financial markets in 2008 was a boon to all capital intensive industries. The liquidity expansion and reduced cost of capital…
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iGIS/LNG – new gas year news
High-value business features have been added to iGIS/LNG in the course of 2017, and they were fully released on 1 October. The latest additions bring hard facts and analytics from a wide…
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Crude oil prices 2015 at 35 USD/Bbl – An avoidable worst-case scenario
This post is a follow-up of our November comments on OPEC thinking and market strategy. We pointed to the need for oil prices to go significantly below 80 USD/Bbl (Brent) to restore market balance,…
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Why have LNG prices risen when the supply overhang is so large?
By early October, forward month Asian spot LNG prices passed the magic 14.85% ratio to crude threshold, and now seem to stick around that level. The price ratio hovered below 12% through…
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Harvey’s harrowing consequences – for LNG
The minor impact of Hurricane Harvey on Henry Hub gas prices to date, along with reassuring words from LNG operators, would seem to suggest limited damage. The actual situation is far more…
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The dying breed of mid-size LNG vessels and FSRUs – Worries for importers and ship-owners.
The spectacular success of floating LNG regasification units (FSRUs) over the past decade is illustrated by their excellent safety record and their role in rapidly covering energy shortages with minimal environmental impact. …
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Qatar – Situation risk management
Over the weekend, Saudi Arabia and the United Arab Emirates cooperated to close airspace and borders with fellow-Sunni Qatar over the alleged sponsoring of IS and other terrorist activities. Even for Middle…
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LNG ADPs 2018-20: Surplus vs Strategy
The next three years will see 30+ mt annual firm increases in LNG capacity and a large supply overhang. Only major utilisation of spare regasification capacity in China and Europe can absorb…
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Global LNG: Tax and Trade?
2016 was a turning-point in a 70-year drive to remove global trade barriers. After several years of accelerating undercurrents against global trade, new leaders were elected in free-trade champions with clear mandates to…
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A Yuletide review of energy
Yule means wheel and the mid-winter start of a new cycle. 2016 is drawing to a close and energy markets approach normalcy again. After a tumultuous period of contracting business it is therefore natural…
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iGIS/lng released
The new version of iGIS/lng was released this week. Check the Natural gas/LNG tab on the top of this web page for information, a download link to the press release, and contact…
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Oil price cycles can be identified and should be used in planning
Business cycles have always fascinated human minds, and with the decline in oil prices interest in cycle theory has again surged. The key questions are when and how high prices will rise…
