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.
Superstorm Sandy has blackened out large parts of the American East Coast. Electricity generation was not the problem but rather power lines on wooden poles. Distributed generation offers a solution. We all have followed the news on super-storm Sandy while…
OMV’s Gerhard Roiss makes the case for shale gas in Europe. He is right as Europe needs the resources and cannot allow itself to fall behind. I was planning to have a post on shale gas for Europe in December…
Sky-high CAPEX plus cost overruns and a fundamental shift in the LNG market mean trouble for some LNG projects. Some will scratch by but I bet there will be a couple of very high-profile failures. Just a couple of days…
High fuel prices have caused the shale gas boom and there is no end in sight. When the dust settles, sheer entrepreneurial forces will have transformed the planet. The golden age of gas is just about to begin. The EIA…
Some companies in Europe have built up massive regasification portfolios with no supply coming forward. They are exposed. They could turn vice into virtue and become the next generation of LNG players rather than doing what never really worked in…
Mr. Obama – you are in your second term now. There is an entrepreneurial spirit under the Natural Gas hood. Being friends with them will help America a lot. Congratulations Mr. Obama, Now that the celebrations are over – back…
LNG projects are on the expensive side but some are more expensive than others. Some players act as if the sky is the limit. That’s not true. Let me borrow a quote from the movie Kill Bill. “In Africa, the…
The combination of LNG and Africa has always been regarded with awe. The continent certainly is challenging in many respects. But it’s also incredibly rewarding. LNG is a topic that gives most energy professionals cold shivers. I cover the reasons…
Willing LNG buyers in Europe look at a bleak supply picture. There are not too many opportunities. That does not mean that they all do what should be done in such a situation. It’s THE big issue out there for…
LNG has a mysterious reputation. This is undeserved. This blog is here to shed light on some of the issues. Many points are mere opinions. You are invited to discuss and disagree if you do so. To those new to…