Up here, the shouting fades. Below, the deckhands brawl over semantics and empty barrels. But from the rigging, the shape of things comes into focus — slow collapse, fast delusion, and the absurd elegance of it all.
This is where I map the mess from altitude. Big arcs. Broken patterns. Unwelcome truths seen before impact. No rah-rah optimism, no collapse-porn doomerism. Just the sharp wind, a good scope, and the knowledge that sometimes the best you can do is spot the rocks early and yell loud enough for someone below to hear.
China holds the promise of salvation for many LNG projects. The whole scenario curiously smacks of the US gamble less than a decade ago. Why is China more dangerous? Do you remember the US LNG map from around 2005? There…
Business Developers have to become a Frontschwein to face the challenges of the European Natural Gas business. That’s no easy feat for companies that are still pretty monopolistic – and stiff – in spirit. Natural gas is going through a…
The future of energy will not be the linear continuation of the past. It will be a wild, twisted, and contorted process and the world will look very different from now 20 years down the road. I am a futurologist.…
Ukraine has an LNG problem. It’s a major blunder and it looks like LNG in the region is doomed. As strange as it sounds, there might be a bright future for LNG in the Black Sea still. For many people,…
Trading is not for everyone. One must want it and then do it right. If your priorities lie elsewhere, you should think again before jumping in. In 1900, Frank Baum published The Wonderful Wizard of Oz. Little Dorothy and her…
New LNG capacity owners find themselves in excruciating economic pain. They have only themselves to blame but this crazy situation might hold the seeds for them, to become the superstars of the gas age. Or else they die. Those who…
Those well-connected are supposed to be the magic cure to a rotten LNG portfolio. They are not so important, after all. It is said that those who are well-connected get ahead in the business world. This is most certainly true…
LNG agreements pieced together from dead contractual bodies are dangerous. Still many see them as their only source of inspiration. They can do better. Have you ever heard of Frankenstein’s disease? No? Let’s be frank. I have invented the name.…
Oil price links are finally coming to an end in Europe. They have eked an existence as Zombies of the energy world as the fundamental mechanism destroying them was not American shale but free markets. Back in 2005, I was…
New Asian LNG buyers (outside the JKT and China) have a problem. They are perceived to be in the “I will pay any price for LNG” club by sellers. Many of them face vastly different situations from each other in…