International LNG contracts fall into groups mirroring the market conditions at the time they were signed. Oversupply drove the oil-to-LNG price multiplier (from USD/Bbl to…
“It’s not easy being green”, a frustrated Kermit the frog famously sang back in 1994. After deep reflection he nevertheless concluded “… but I think…
Old ideas can be surprisingly powerful when used in new or different areas. This is the case of the “liquidity trap” business dilemma of Keynesian economics.…
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,…
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…
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…
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…
Asian interest in breaking the traditional link between LNG import prices and crude oil has been intense for several years. Initiatives to establish regional hubs…
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…
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…
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…
In year 2005 investment bank Goldman Sachs famously asked “What does it take to stop China?” They answered the question themselves, an oil price of…
Massive outstanding debts for Ukrainian natural gas imports from Russia, the Ukraine’s approchement to the EU, followed by Russia’s annexation of the Crimea and support…
The incredible has happened – again. The fall in NBP gas prices by about 50% from over 70 p/th this past winter has made natural gas…
As recent tumultuous energy market events have shown, the value of, and need for powerful business intelligence has never been greater. Market information and tools…