The Ethane conundrum
Some time ago, I wrote about the LPG tidal wave that hits us mostly from the US and how it shakes the world in its foundations. LPG (Propane and Butane in whatever mixing proportion you like) is already a pretty…
Category Peripheral Vision
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.
There is a monster waiting for OPEC – and it’s not shale
So, OPEC has finally shown that they mean business and decided that they would reduce oil supply to prop up prices. I don’t want to belabor the futility of this gesture as I believe that no reduction any OPEC member…
Open letter to President-elect Donald J. Trump
Dear President-elect Donald J. Trump, This letter might be a little odd for you as I am not an American citizen – neither am I a resident of the United States. I live in Europe. However, the problems afflicting this…
How energy communism has gotten us into this mess
My year 1988 was dominated by my mandatory spell of military service in Austria. It was also some form of rupture in my life as my world would never be the same after it. I shook off the shackles of…
The Qatar LNG backflip
Look wherever you want, you are swamped by stories on the LNG wave that’s about to hit Europe. After almost a decade of neglect, Europe has become the powerhouse of global LNG trade again not because of its vanilla qualities…
Can LNG prevail against the dark side of energy
When I talked to a friend the other morning, he told me that gas was the most important fuel for power generation in Japan. I brought him up to speed on the fact that not LNG but rather coal is…
Why some trading and smart contracts don’t make LNG hubs yet
Everyone who has touched upon trading – as the term is understood today – very quickly falls victim to the impression that this casino is the real economy. And that indices, charts, KPIs, and financial market performance are all that…
Just imagine OPEC reduces supply and nobody cares
OK, we got it by now. In an unfathomable show of splendor, OPEC has congregated in Algiers to show the world that it still matters and that finally, after a zillion attempts and a lot of trepidation (that’s what it…
US shale to the Caribbean
In 2005, the Natural Gas world looked at North America to become the El Dorado for all LNG exporters. Natural gas prices in the US were sky-high, reserves were dwindling, and demand ever growing. It resulted in an LNG bonanza…
Does Russia have the gas Europe needs
It’s one of the most commented topics of the last couple of years. Will Russia provide Europe with all the gas it needs – and whenever the discussion heats up, it veers off into the political realm? I won’t comment…