Energy Perspectives
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US shale oil contraction – Hard evidence for strategy and OPEC’s June 5 meeting
Crude oil prices have slowly increased over the past couple of months. The availability of solid US shale oil production data has been lacking, and many forecasts have maintained the incredible resilience of US…
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Has OPEC killed the shale oil Troll?
Another decline in the US oil rig count was reported on 17 April 2015 by BakerHughes, 26 rigs down. Overall, oil rig count is down by more than 50% since December, to 734.…
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Japan Crude Coctail forever?
Asian interest in breaking the traditional link between LNG import prices and crude oil has been intense for several years. Initiatives to establish regional hubs and spot price indexes have until now…
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Short term LNG import forecast for Europe – another spring offensive by Qatar?
On 1 April 2014, a veritable flood of natural gas appeared from the South Hook LNG terminal in the UK. Is there a risk for the same again this spring? The Energy Perspectives…
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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…
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Killing king coal – An optimistic scenario for natural gas
After several years of struggle, natural gas is again “in merit” in marginal price terms in broad parts of Europe and in the rest of the world, not only in the US. …
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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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Energy Perspectives and iGIS/LNG – LNG World Summit, Paris 2014 D-1
The LNG World Summit 2014 takes place in Paris this week and we look forward to attending this important event. Risk management is a key topic. Energy Perspectives has now launched the…
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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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Natural Gas Recapture of the UK Power Market, and the Butterfly Effect
The incredible has happened – again. The fall in NBP gas prices by about 50% from over 70 p/th this past winter has made natural gas attractive for power generation in the UK. The…
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Launch of Energy Perspectives’ iGIS/LNG Global Gas Intelligence Solution
As recent tumultuous energy market events have shown, the value of, and need for powerful business intelligence has never been greater. Market information and tools to support companies’ operations in conventional natural…
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Norway’s double hit from the European gas price fall in 2014 – What happened?
Overstocked gas storage facilities and a mild winter have been blamed for the strong fall in European spot gas prices in 2014. However, the surprising increase in LNG imports from – and…
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The Bakken – below 1 million Bbl/d?
The explosive growth in North Dakota oil production, mainly driven by exploration in the Bakken and underlying Three Forks shales structures, has driven a resurgence in US energy supply confidence. In parallel,…
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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…
