Category / Company strategies / Electricity and power markets / Global markets / LNG / Renewables
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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 of contracting business it is therefore natural…
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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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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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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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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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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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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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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 attractive for power generation in the UK. The…
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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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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…
