Category / Company strategies / Global markets / LNG / Shale resources / Study highlights
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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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Analysis: How has Sabine Pass LNG managed to cope with two ruptured LNG tanks?
Sabine Pass LNG lost the use of two LNG tanks representing 40% of its LNG storage capacity at the beginning of 2018. The practically oriented analysis shows how the operator Cheniere has…
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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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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,…
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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 hard facts and analytics from a wide…
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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 price ratio hovered below 12% through…
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Harvey’s harrowing consequences – for LNG
The minor impact of Hurricane Harvey on Henry Hub gas prices to date, along with reassuring words from LNG operators, would seem to suggest limited damage. The actual situation is far more…
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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 covering energy shortages with minimal environmental impact. …
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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 and other terrorist activities. Even for Middle…
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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 capacity in China and Europe can absorb…
