Category / Company strategies / Global markets / LNG

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  • LNG in 2018 – A short Christmas story and market outlook

    At the end of the year and holidays it is again time to reflect on developments of the past year and look into the next. 2018 was indeed a spectacular year along…

  • Risks to LNG supply – the 26 February PNG earthquake in perspective

    The recent series of earthquakes in Papua New Guinea culminated on 26 February with a 7.5 Richter scale quake, causing damage at the 8.5 mtpa PNG LNG liquefaction facility north of Port…

  • 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…

  • 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…

  • Yamal LNG – European gas markets after the first five cargoes

    Following the official opening and loading of the first cargo on 7 November 2017, the Yamal LNG project quickly showed its promise and impact on the gas market in North-West Europe. In…

  • An oil and gas industry letter home at the end of the year

    “From Shell shock, to Total encore and the resolution of the strategic Enigma.” At the tail end of 2017, oil prices are back to a level where many think they should be,…

  • iGIS/LNG – new gas year news

    High-value business features have been added to iGIS/LNG in the course of 2017, and they were fully released on 1 October.  The latest additions bring hard facts and analytics from a wide…

  • Why have LNG prices risen when the supply overhang is so large?

    By early October, forward month Asian spot LNG prices passed the magic 14.85% ratio to crude threshold, and now seem to stick around that level. The price ratio hovered below 12% through…

  • Harvey’s harrowing consequences – for LNG

    The minor impact of Hurricane Harvey on Henry Hub gas prices to date, along with reassuring words from LNG operators, would seem to suggest limited damage. The actual situation is far more…

  • The dying breed of mid-size LNG vessels and FSRUs – Worries for importers and ship-owners.

    The spectacular success of floating LNG regasification units (FSRUs) over the past decade is illustrated by their excellent safety record and their role in rapidly covering energy shortages with minimal environmental impact. …

  • 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…

  • LNG ADPs 2018-20: Surplus vs Strategy

    The next three years will see 30+ mt annual firm increases in LNG capacity and a large supply overhang.  Only major utilisation of spare regasification capacity in China and Europe can absorb…

  • 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…

  • A Yuletide review of energy

    Yule means wheel and the mid-winter start of a new cycle. 2016 is drawing to a close and energy markets approach normalcy again. After a tumultuous period of contracting business it is therefore natural…

  • iGIS/lng released

    The new version of iGIS/lng was released this week.  Check the Natural gas/LNG tab on the top of this web page for information, a download link to the press release, and contact…