Shell’s LNG Outlook 2025 – A critique and consequential assessment
The basis for concern Based on a stellar reputation for in-depth scenario planning, Shell’s energy market assessments have for over 50 years been consulted by…
-
-
OFAC sanctions on Portovaya and Vysotsk LNG
We just updated an Eikland Energy snap analysis of implications of US OFAC sanctions on the Portovaya and Vysotsk LNG plants near St. Petersburg, Russia…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
From Henry Hub plus to LNG netback pricing – The rapid change, background and implications for the LNG market – A pink-paper
In the spring of 2019 natural gas prices converged to marginal equality world-wide for the first time. This was due to sharp supplier competition with…
-
Analysis: How has Sabine Pass LNG managed to cope with two ruptured LNG tanks?
Sabine Pass LNG lost the use of two LNG tanks representing 40% of its LNG storage capacity at the beginning of 2018. The practically oriented…
-
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…
-
Oil price cycles can be identified and should be used in planning
Business cycles have always fascinated human minds, and with the decline in oil prices interest in cycle theory has again surged. The key questions are…
-
US shale oil could drop by 0.5 mill. Bbls/day in 2015
At current oil prices, there is momentum for stabilization and then contraction of US shale oil production through 2015 and beyond. The full output reduction…
-
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…
-
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…