Anyone who follows the current flurry of activity in the Asian LNG marketplace must be startled. The casual LNG observer might have the impression that it’s just some contractual clauses that are at the heart of the problem and that their modification – or even better their removal solves all ills of the world. That’s an almost fraudulent misrepresentation of how things really stand – and those who entertain it either don’t have a clue […]
About two years ago I was deep involved in some LPG project concepts for Africa. Already then I pointed out to my clients that I would go for LNG straight but they had their reasons to stick with LPG so I made sure they understood my reservations and I went to work. At the time, the world was already well underway into LPG oversupply mode due to the massive US shale revolution. Africa was to […]
Yeah, I know what you are going to say when reading the title. Now he has gone completely nuts. Russia has the biggest gas reserves on this planet so how on earth would importing US LNG ever make sense? For the sake of the argument, I will not dwell on political considerations. Some nations would burn cow dung rather than having clean energy sold by certain other nations – even if it’s at a discount. […]
Lads, its really crazy. Ever since I have discovered the great potential of LNG (CNG) as a fuel, I have asked myself why there is so much diesel electric but there is so little gas-electric. Oh, you need an economic rationale to get going? Let be give you one that will pull your socks off. Ready? Not so fast. Before I hammer you with what I think is going to revolutionize big trucking, let me […]
This is my last post for this year as I go into Christmas recess. I will be back on January 9th, 2017 with tons of fresh analysis poured onto the fabric of global energy. It’s going to be a fantastic year. But now – how about bringing balance to the force as my last act of 2016? To many energy professionals, the LNG world would appear a bit like Black Magic. Those engaging in it […]