Category / Company strategies / Global markets / Politics and regulation / Shale resources
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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…
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A Message from OPEC, the Real Oil Boss
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 105 USD/BBl. The growth in China did…
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Launch of Energy Perspectives’ iGIS/LNG Global Gas Intelligence Solution
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 to support companies’ operations in conventional natural…
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Norway’s double hit from the European gas price fall in 2014 – What happened?
Overstocked gas storage facilities and a mild winter have been blamed for the strong fall in European spot gas prices in 2014. However, the surprising increase in LNG imports from – and…
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The Bakken – below 1 million Bbl/d?
The explosive growth in North Dakota oil production, mainly driven by exploration in the Bakken and underlying Three Forks shales structures, has driven a resurgence in US energy supply confidence. In parallel,…
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Ukrainian and Crimean crisis – European energy policy and market effects
The complex Ukrainian and Crimean situation has an abundance of Cold War, WW2, and maybe even Ottoman Empire parallels, leading back to the early days of Caspian oil development. Russian oil exports…
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70 $/MMBtu for shale gas in the US – you must surely be joking?
Yet that was the situation on some key locations on 5 February 2014, and typical prices were well above the magical crude oil parity of 15 $/MMBtu. LNG vessels sharply changed course…
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Pennsylvania’s Act 13 – Towards public acceptance of Marcellus and shale gas
The images of burning water and the resulting environmental discussions in the past two years have faded and natural gas production from the Marcellus shale is growing strongly. It is already the largest…
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Whitepaper released: US LNG Exports – Cumulative Market Impact Assessment
Energy Perspectives is pleased to release a whitepaper on coming US LNG exports. The US gas price fall in 2011 and international demand growth has created global interest in accessing both US and…
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Macondo blowout and the cost of exploration
Gulf of Mexico oil and gas production activities have now generally been restored to the level before the 2010 Macondo blowout. Drilling bans have been formally lifted, but secondary effects are coming in…
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The coming real Chinese Energy Market
The communique from the third Chinese communist party plenum on the 12th of November states that “markets will play a decisive role in the allocation of resources”. This is a change that…
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The important new CNPC-Novatek LNG agreement
The announcement of a Heads of Agreement between CNPC and Novatek for a minimum annual delivery of 3mt of LNG to China is highly significant, far beyond the fact that this is…
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Shale gas development in the UK
At the end of June, the UK Department of Commerce and Climate Change and the British Geological Survey released a revised, but still early assessment of domestic shale gas potential. For the…
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Power market uncertainties for LNG and oil in Japan
It is now just over two years since the Fukushima Dai-Ichi nuclear power plant disaster in Japan. The temporary or permanent closing of nuclear power plants in Japan and several other countries has…
