Category / Global markets / LNG
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iGIS/lng released
The new version of iGIS/lng was released this week. Check the Natural gas/LNG tab on the top of this web page for information, a download link to the press release, and contact…
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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 when and how high prices will rise…
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“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 the fall from 100 dollars in 2014. …
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Is there relief for LNG producers in coming contract price reviews? The case of Peru LNG
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 USD/MMBtu) below 0.04 in 2003, but shortage…
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An energy “liquidity trap” – challenges and opportunities
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. The liquidity trap implies that lower prices…
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LNG prices and lateral thinking
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, uncertainty of demand and an onslaught of…
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Panama Canal Charges for LNG and a Brave New World of Global Gas
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 175,000m3 LNG “PanaMax” vessel, the round-trip cost…
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US shale oil contraction – Hard evidence for strategy and OPEC’s June 5 meeting
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 have maintained the incredible resilience of US…
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Has OPEC killed the shale oil Troll?
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 more than 50% since December, to 734.…
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Japan Crude Coctail forever?
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 and spot price indexes have until now…
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Short term LNG import forecast for Europe – another spring offensive by Qatar?
On 1 April 2014, a veritable flood of natural gas appeared from the South Hook LNG terminal in the UK. Is there a risk for the same again this spring? The Energy Perspectives…
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US shale oil could drop by 0.5 mill. Bbls/day in 2015
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 reflecting the new price level is estimated…
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Killing king coal – An optimistic scenario for natural gas
After several years of struggle, natural gas is again “in merit” in marginal price terms in broad parts of Europe and in the rest of the world, not only in the US. …
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Crude oil prices 2015 at 35 USD/Bbl – An avoidable worst-case scenario
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 (its timestamp a republish due to a . …
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Energy Perspectives and iGIS/LNG – LNG World Summit, Paris 2014 D-1
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 topic. Energy Perspectives has now launched the…
