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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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Natural Gas Recapture of the UK Power Market, and the Butterfly Effect
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…
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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…
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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…