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…
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…
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…
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…
In the spring of 2019 natural gas prices converged to marginal equality world-wide for the first time. This was due to sharp supplier competition with…
This note discusses the predicaments of US LNG projects as a result of new price and supply developments. Also, the attempts to help US LNG…
Two years after startup of Cheniere’s Sabine Pass LNG, Dominion’s Cove Point finally produced its first LNG on 18 February (according to the iGIS/LNG gas…
“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…
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…
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,…
After two years of discussions and lobbying by users, the Panama Canal Administration last week set the tariff schedule for LNG vessel passage. For the…
Crude oil prices have slowly increased over the past couple of months. The availability of solid US shale oil production data has been lacking, and many forecasts…
Another decline in the US oil rig count was reported on 17 April 2015 by BakerHughes, 26 rigs down. Overall, oil rig count is down by…
At current oil prices, there is momentum for stabilization and then contraction of US shale oil production through 2015 and beyond. The full output reduction…
This 23 December 2014 post (republished 23.January 2015 due to system restore) is a follow-up of our November comments on OPEC thinking and market strategy…
The LNG World Summit 2014 takes place in Paris this week and we look forward to attending this important event. Risk management is a key…