Category / Company strategies / Global markets / LNG / Politics and regulation
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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…
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Risks to LNG supply – the 26 February PNG earthquake in perspective
The recent series of earthquakes in Papua New Guinea culminated on 26 February with a 7.5 Richter scale quake, causing damage at the 8.5 mtpa PNG LNG liquefaction facility north of Port…
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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 analytics service), and loaded its first commissioning…
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Status and tales from the Cove Point and Canaport LNG plants, Trump back-stage
A major natural gas shortage has developed in the Canadian Maritimes, extending into New England. In the process, Repsol abandoned plans to convert the idle Canaport LNG terminal to an LNG export…
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Yamal LNG – European gas markets after the first five cargoes
Following the official opening and loading of the first cargo on 7 November 2017, the Yamal LNG project quickly showed its promise and impact on the gas market in North-West Europe. In…
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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 level where many think they should be,…
