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…
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OFAC sanctions on Portovaya and Vysotsk LNG
We just updated an Eikland Energy snap analysis of implications of US OFAC sanctions on the Portovaya and Vysotsk LNG plants near St. Petersburg, Russia…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…