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  • 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,…

  • 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…

  • 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…

  • 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.”…

  • 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…

  • 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. …

  • 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…

  • Power market uncertainties for LNG and oil in Japan

    It is now just over two years since the Fukushima Dai-Ichi nuclear power plant disaster in Japan.  The temporary or permanent closing of nuclear power plants in Japan and several other countries has…

  • 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…