Category / Company strategies / Global markets / LNG / Politics and regulation / Study highlights
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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 unlikely zig-zagging AIS track within an oval.…
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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 having exported 307 cargoes of LNG from…
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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 dissatisfaction among project developers and potential LNG…
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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 note at this time we decided to…
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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 of the matter to the industry, and…
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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 EU-standard crisis designation also signals the use…
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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 to look too far into the glass…
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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 as little as a year ago for…
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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 crude oil parity and 3x over our…
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Optimizing LNG shipping – Qatar has entered the scene
Low LNG prices at around 5 USD/MMBtu and ship dayrates sustained above 100,000 USD have in 2019 put pressure on operators to find ways to optimize operations. Trading margins have effectively been…
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Growing LNG oversupply – Energy market implications and supporting data
The global LNG supply surplus will double and exceed 50 mtpa in the course of the next 6-12 months. The key reasons are a significant LNG demand weakening, in part because of…
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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 the backdrop of substantial new LNG production…
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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 sales by political avenues are with few…
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LNG 2019 – Coming FIDs that break the second wave of US LNG projects
The US shale gas and LNG revolution has deservedly had the industry’s attention since year 2011. The massive push to realize the second wave of US LNG exports may effectively fizzle in…
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LNG in 2018 – A short Christmas story and market outlook
At the end of the year and holidays it is again time to reflect on developments of the past year and look into the next. 2018 was indeed a spectacular year along…
