Category / Electricity and power markets / Global markets / LNG / Politics and regulation / Renewables
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Status and tales from the Cove Point and Canaport LNG plants, Trump back-stage
A major natural gas shortage has developed in the Canadian Maritimes, extending into New England. In the process, Repsol abandoned plans to convert the idle Canaport LNG terminal to an LNG export…
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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…
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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 in free-trade champions with clear mandates to…
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Choosing your shade of green
“It’s not easy being green”, a frustrated Kermit the frog famously sang back in 1994. After deep reflection he nevertheless concluded “… but I think it is what I want to be.”…
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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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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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A broader natural gas perspective of the Ukraine crisis
Massive outstanding debts for Ukrainian natural gas imports from Russia, the Ukraine’s approchement to the EU, followed by Russia’s annexation of the Crimea and support of separatist forces in eastern Ukraine, have…
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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…
