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  • 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…

  • Is there relief for LNG producers in coming contract price reviews? The case of Peru LNG

    International LNG contracts fall into groups mirroring the market conditions at the time they were signed. Oversupply drove the oil-to-LNG price multiplier (from USD/Bbl to USD/MMBtu) below 0.04 in 2003, but shortage…

  • LNG prices and lateral thinking

    Energy Perspectives recently did a 15-year forecast of Asian LNG prices for a client investment case.  Certainly challenging, given the state of energy markets, oil prices, uncertainty of demand and an onslaught of…

  • Panama Canal Charges for LNG and a Brave New World of Global Gas

    After two years of discussions and lobbying by users, the Panama Canal Administration last week set the tariff schedule for LNG vessel passage.  For the 175,000m3 LNG “PanaMax” vessel, the round-trip cost…

  • 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…

  • 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…

  • 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. …

  • 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…

  • 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…

  • 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…

  • 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…