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…
-
-
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.…
-
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…
-
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…
-
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…
-
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…
-
iGIS/LNG – new gas year news
High-value business features have been added to iGIS/LNG in the course of 2017, and they were fully released on 1 October. The latest additions bring…
-
Why have LNG prices risen when the supply overhang is so large?
By early October, forward month Asian spot LNG prices passed the magic 14.85% ratio to crude threshold, and now seem to stick around that level.…
-
The dying breed of mid-size LNG vessels and FSRUs – Worries for importers and ship-owners.
The spectacular success of floating LNG regasification units (FSRUs) over the past decade is illustrated by their excellent safety record and their role in rapidly…
-
Qatar – Situation risk management
Over the weekend, Saudi Arabia and the United Arab Emirates cooperated to close airspace and borders with fellow-Sunni Qatar over the alleged sponsoring of IS…
-
LNG ADPs 2018-20: Surplus vs Strategy
The next three years will see 30+ mt annual firm increases in LNG capacity and a large supply overhang. Only major utilisation of spare regasification…
-
Global LNG: Tax and Trade?
2016 was a turning-point in a 70-year drive to remove global trade barriers. After several years of accelerating undercurrents against global trade, new leaders were elected…
-
A Yuletide review of energy
Yule means wheel and the mid-winter start of a new cycle. 2016 is drawing to a close and energy markets approach normalcy again. After a tumultuous period…
-
Oil price cycles can be identified and should be used in planning
Business cycles have always fascinated human minds, and with the decline in oil prices interest in cycle theory has again surged. The key questions are…
-
“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…