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  • Welcome to Eikland Energy
  • ❱❱ News and commentaries
  • ❱❱ LNG global intelligence
  • ❱❱ LNG message feed
  • ❱❱ Online products
  • About Eikland Energy AS
Eikland Energy AS

Category / Company strategies / Exploration and Production / Global markets / LNG / Politics and regulation / Shale resources / Study highlights

  • 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…

    2025-04-02
    Company strategies, Exploration and Production, Global markets, LNG, Politics and regulation, Shale resources, Study highlights
  • 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…

    2024-02-14
    Company strategies, Electricity and power markets, Global markets, LNG, Politics and regulation, Shale resources, Study highlights
  • 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…

    2023-12-08
    Company strategies, Global markets, LNG, Politics and regulation, Shale resources, Study highlights
  • From Henry Hub plus to LNG netback pricing – The rapid change, background and implications for the LNG market – A pink-paper

     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…

    2019-06-16
    Company strategies, Global markets, LNG, Shale resources, Study highlights
  • Workable strategies for new US LNG projects

    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…

    2019-05-12
    Company strategies, Global markets, LNG, Shale resources
  • Will US LNG export projects be pulled into a trade war?

    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…

    2018-03-02
    Company strategies, Global markets, LNG, Politics and regulation, Shale resources
  • 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…

    2017-12-21
    Company strategies, Exploration and Production, Global markets, LNG, Renewables, Shale resources
  • “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…

    2016-01-01
    Company strategies, Exploration and Production, Global markets, Shale resources
  • 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,…

    2015-09-08
    Company strategies, Exploration and Production, Global markets, LNG, Shale resources
  • Panama Canal Charges for LNG and a Brave New World of Global Gas

    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…

    2015-05-06
    Company strategies, Electricity and power markets, Global markets, LNG, Shale resources
  • US shale oil contraction – Hard evidence for strategy and OPEC’s June 5 meeting

    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…

    2015-05-05
    Company strategies, Exploration and Production, Global markets, Shale resources
  • Has OPEC killed the shale oil Troll?

    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…

    2015-04-20
    Company strategies, Exploration and Production, Global markets, Shale resources
  • US shale oil could drop by 0.5 mill. Bbls/day in 2015

    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…

    2015-02-17
    Company strategies, Exploration and Production, Global markets, Shale resources, Study highlights
  • Crude oil prices 2015 at 35 USD/Bbl – An avoidable worst-case scenario

    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…

    2015-01-23
    Company strategies, Global markets, Politics and regulation, Shale resources
  • Energy Perspectives and iGIS/LNG – LNG World Summit, Paris 2014 D-1

    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…

    2014-11-18
    Company strategies, Global markets, LNG, Shale resources
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