Category / Company strategies / Global markets / LNG / Politics and regulation / Study highlights
-
Arctic LNG 2 and its Dark fleet – A review of latest events and outlook as of Sep. 5, 2024
The scene and the story On July 22, 2024, the Dark LNG fleet carrier Pioneer began spoofing its position in the Barents Sea, displaying an unlikely zig-zagging AIS track within an oval.…
-
![CPLNG_HRSG]()
Violation of trust: Venture Global at Calcasieu Pass LNG vs FERC, an analysis
Venture Global began constructing the Calcasieu Pass LNG facility in 2019 with a FERC deadline to be operational no later than February 21, 2024. Despite having exported 307 cargoes of LNG from…
-
![]()
Eikland Energy Analysis: The U.S. DOE LNG export moratorium and a case for a 200 mtpa export ceiling
The announcement of a moratorium on the U.S. Department of Energy (DOE) awarding new LNG export permits (including extensions) on January 22, 2024, has stirred dissatisfaction among project developers and potential LNG…
-
![]()
Frozen LNG: End-of-year perspectives on the sanctioned Arctic LNG 2 project
This time last year there was much focus on the Nordstream pipelines sabotage, high energy prices and market effects. For our end of the year note at this time we decided to…
-
![]()
The merits of the 2023 arbitration cases against Venture Global at Calcasieu Pass LNG
This post has been extracted from independent work done during Q3 2023 by Eikland Energy AS advisory and presented here due to the general interest of the matter to the industry, and…
-
![Cape Ann arriving Le Havre on 18 Sep 2023]()
Startup of the new Le Havre LNG terminal – with the Cape Ann FSRU
We don’t normally comment on routine moves of FSRUs or LNGCs, but the arrival of 145,130 m3 Cape Ann on Monday, September 18th to the new bgv4 berth at Le Havre’s Haropa…
-
![]()
On Europe´s gas storage situation, role in price determination, and winter price outlook
The EU is poised to reach 80% average gas storage fill level this week, and at the current injection rates even 90% by 1 October. The more than 50% storage level rise…
-
![]()
Leaders union strike: Norwegians bringing outlook for a perfect storm for European natural gas – RESOLVED
10 HOURS AFTER THIS ARTICLE WAS FIRST POSTED, THE NORWEGIAN GOVERNMENT TERMINATED THE STRIKE ACCORDING TO THE PROVISIONS AND CONSIDERATIONS DISCUSSED HERE. AS A RESULT, THE RISK TO EUROPEAN GAS SUPPLY HAS…
-
![]()
A call for multi-terminal structured LNG import scheduling to Europe – The Berlin Airlift analogy
An escalating blockade of Russian “weaponized” natural gas deliveries to Europe, draws the perspective of an “Emergency” crisis level very close for some countries. This EU-standard crisis designation also signals the use…
-
![]()
Natural gas leading an end-game in Russia’s Ukraine invasion?
After a tumultous spring in all energy markets, new events in the past week are flagposts that signal major movements ahead. While we try not to look too far into the glass…
-
![]()
Reflections on Europe and natural gas after 90 days of Russia’s war in Ukraine
90 days into the Ukraine conflict, Europe is seeing a powerful revival of small and large natural gas projects that were mothballed or even scrapped as little as a year ago for…
-
![]()
The flexing of muscles in Russian-European gas relations – A snapshot perspective
European natural gas prices have literally risen exponentially since May 2020 (sauf a winter bump), and are now at 23 USD/MMBtu, a massive 75% over crude oil parity and 3x over our…
-
![]()
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…
-
![]()
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…
-
![]()
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 in free-trade champions with clear mandates to…
