Category / Company strategies / Global markets / LNG / Politics and regulation / Shale resources

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  • 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…

  • 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…

  • 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…

  • Choosing your shade of green

    “It’s not easy being green”, a frustrated Kermit the frog famously sang back in 1994.  After deep reflection he nevertheless concluded “… but I think it is what I want to be.”…

  • 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 . …

  • 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…

  • 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…

  • 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…

  • Pennsylvania’s Act 13 – Towards public acceptance of Marcellus and shale gas

    The images of burning water and the resulting environmental discussions in the past two years have faded and natural gas production from the Marcellus shale is growing strongly. It is already the largest…

  • 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…

  • Macondo blowout and the cost of exploration

    Gulf of Mexico oil and gas production activities have now generally been restored to the level before the 2010 Macondo blowout.  Drilling bans have been formally lifted, but secondary effects are coming in…

  • Making sense of Kaliningrad LNG

    In the last week of November 2013, global energy media have reported that Gazprom plans to build a large LNG export terminal in its Baltic enclave Kaliningrad – still East Preussia to…

  • Even US and Canadian LNG Will Take Time

    Ok, North America has developed into a natural gas Eldorado in the past five years. However, the giant but “land-locked” North American gas market has not been enough to comfortably absorb shale…

  • The coming real Chinese Energy Market

    The communique from the third Chinese communist party plenum on the 12th of November states that “markets will play a decisive role in the allocation of resources”. This is a change that…