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.
In the second installment of the famous Matrix trilogy, Neo meets with the Oracle just before his epic fight with Agent Smith and asks her what would be the purpose of the Architect. The Oracle answered that his purpose was…
I have been writing about LNG in Africa for years now. Remember? Sub-Saharan Africa is going to be one of the most exciting plays in the LNG world for the next two decades. But it’s not going to be a…
Africa – just like many other regions on Earth – suffers from a double-edged problem. On one side, enormous amounts of natural gas are being flared every single day and this gas comes as associated gas to the surface with…
Is there still anyone who is not in awe of what the shale revolution has done to the planet? Whatever one might think of the environmental suitability of fracturing rock deep in the earth to extract oil and gas, one…
In July 2014 I made a wager. I said that before March 2016 (don’t ask me why this date, it just sprung into existence out of nothingness) WTI would go below 28 USD. We have seen a huge slide in…
What’s the biggest killer on planet Earth? It’s not the Islamic State or some other conflict. It’s not even cancer, bad driving, or cataclysms of Mother Nature. It’s a much more terrifying opponent – heart failure. A whopping third of…
A couple of days ago I had a conversation with a trader friend who has migrated into the consulting business. His journey was the result of a bit of involuntary arm twisting to be sure as this was not what…
It is difficult not to be stunned by what happens in energy nowadays. Prices were stratospheric for many years and suddenly have dropped to less than half only to regain a little over the last weeks and months. Renegade drillers…
There is a German saying. He, who does a voyage, shall have stories to tell. This certainly applies to the LNG business and to any newcomer getting his first chills from it. It’s all exciting but after the first few…
Since my earliest days in LNG, I have lived with the specter of Iranian LNG. Iran was always one of the potentially emerging LNG superpowers. Well – sort of at least. Since 1972, when the first concept for an LNG…