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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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…
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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…
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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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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…
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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…
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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…
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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…
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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…
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Making sense of Kaliningrad LNG
In the last week of November 2013, global energy media have reported that Gazprom plans to build a large LNG export terminal in its Baltic…
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Even US and Canadian LNG Will Take Time
Ok, North America has developed into a natural gas Eldorado in the past five years. However, the giant but “land-locked” North American gas market has…
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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…
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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,…
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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…
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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…