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…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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“Time to talk ” – Oil prices 2016-2018
The December fall in global crude oil prices from 50 dollars to below 40 USD/Bbl, should it persist at this level, is more important than…
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Is there relief for LNG producers in coming contract price reviews? The case of Peru LNG
International LNG contracts fall into groups mirroring the market conditions at the time they were signed. Oversupply drove the oil-to-LNG price multiplier (from USD/Bbl to…
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Choosing your shade of green
“It’s not easy being green”, a frustrated Kermit the frog famously sang back in 1994. After deep reflection he nevertheless concluded “… but I think…
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An energy “liquidity trap” – challenges and opportunities
Old ideas can be surprisingly powerful when used in new or different areas. This is the case of the “liquidity trap” business dilemma of Keynesian economics.…
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LNG prices and lateral thinking
Energy Perspectives recently did a 15-year forecast of Asian LNG prices for a client investment case. Certainly challenging, given the state of energy markets, oil prices,…