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…
-
![]()
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…
-
![]()
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 the backdrop of substantial new LNG production…
-
![]()
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 analysis shows how the operator Cheniere has…
-
![]()
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…
-
![]()
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 when and how high prices will rise…
-
![]()
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 reflecting the new price level is estimated…
-
![]()
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…
-
![]()
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 created global interest in accessing both US and…
-
The (r)evolutionary new Oil and Gas Factory – study excerpt
Oil and gas exploration and production in the US has always been different from the rest of the world, not least because of the sheer number of wells and the required underlying supply infrastructure. …
-
Energy Perspectives – World Energy Balances and Outlook to 2031
We forecast that the world’s primary energy consumption will rise by 14.2% to year 2031 compared to 2011. Associated CO2 emissions increase by 7%. These numbers reflect slower population growth, the complexity of realizing new…
