Posts

Destination Clauses - Japan got it all messed up

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Anyone following the current flurry of activity in the Asian…

LPG producers - act now or go away forever

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About two years ago I was deeply involved in some LPG project…

Could Russia be importing US LNG soon?

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Yeah, I know what you are going to say when reading the title.…

Is LNG more expensive than pipeline gas?

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This is my last post for this year as I go into Christmas recess.…

The Ethane conundrum

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Some time ago, I have written about the LPG tidal wave that hits…

There is a monster waiting for OPEC - and it's not shale

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So, OPEC has finally shown that they mean business and decided…

How energy communism has gotten us into this mess

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My year 1988 was dominated by my mandatory spell of military…

The book of Elon

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So, Elon has announced what he wants Tesla to do over the next…

The Qatar LNG backflip

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Look wherever you want, you are swamped by stories on the LNG…

Can LNG prevail against the dark side of energy

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LNG is clean and hence destined to be part of the world's war against coal. Japan bucks the trend as it increases coal consumption and reduces LNG.

Why some trading and smart contracts don't make LNG hubs yet

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Everyone who has touched upon trading - as the term is understood…

Just imagine OPEC reduces supply and nobody cares

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OK, we got it by now. In an unfathomable show of splendor, OPEC…

US shale to the Caribbean

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In 2005, the Natural Gas world looked at North America to become…

Does Russia have the gas Europe needs

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It’s one of the most commented topics of the last couple of…

We must suffer - from here until Methanopolis coming

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After the collapse of communism in 1989, Fukuyama famously predicted…

When will US LNG Terminals switch off

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Now that even the most bull-headed traders have understood that…

We see the LNG supply - but where is the demand?

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Those who have seen the first installment of the famous "Hellboy"…

The LNG battery - better than real batteries and coal

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More than 3 years ago I wrote about North America being the El…

An Eastern Mediterranean LNG hub

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More than 2000 years ago, before the dawn of the Roman Empire,…

LNG production will become cheap - real cheap

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Three and a half years ago I wrote about the Black Mamba. That's…

Are those low oil prices the best chance Africa had in a long time?

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We are halfway through 2016 and Africa looks set for despair…

The first LNG Market Maker - born when the world was not looking

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For the longest time (about a decade or so) the LNG world was…

LNG in South Africa

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The new situation we have with comparatively cheaper LNG is sharpening…

Why we could see less than 30 USD oil again - part 2

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Last week we have seen that there is more and more oil coming…

Why we could see less than 30 USD oil again - part 1

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So, OPEC has met and decided that the world is good as it is…

The first German LNG terminal

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Looking at the North Western European coastlines one can see…

Iran / India - an energy partnership?

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Iran's sanctions have been lifted a couple of months now and…

South Africa’s LPG dilemma

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About 2 years ago I was contacted in order to work on the South…

Floating Regasification - a reality check

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Many years ago, an old sea bear and meanwhile a good friend told…

What would happen to OPEC if it won the oil price war

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We are living in weird times. OPEC floods the market with crude…

How anarchy works for shale oil

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It's a bit obscene - for years we have watched the meteoric rise…

What effect would the dismemberment of Russia have to European security of Gas Supply

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Here is a warning - this article is speculation as many others…

My lost 28 USD oil price wager

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In June 2014, I made a wager with a friend (here is the full…

Pakistan - the manacled LNG player

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The last 12 months have seen 3 new LNG consumers added to the…

Henry Hub in Europe - Gazproms magic kingdom of sunk cost simulations

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The mother of all battles is on in the gas industry. Don't see…

Fukushima and why we cling on to ruins

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It's a bit late to write about Fukushima, don't you agree? If…

Wanna get into LNG? A reality check.

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Back in early 2012, I dashed down some thoughts I had with a…

News from the deathbed - how marginal technologies may enjoy a revival because of low oil prices

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Free falling oil prices are blamed for much of the ills of the…

A rude awakening for NWE regasification terminal customers and operators

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In the dying days of 2008, a bunch of renegade gas players congregated…

Shale, not shallow - the ghosts of hardship

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Who knows the tale of Heracles who - for a moment - carries the…

Why the African LNG projects boom fades (will be different)

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Until about one year ago, every time I went to Sub-Saharan Africa,…

The value of the anchor customer in LNG projects

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When Nigeria LNG started operations in 1999, it had become the…

LNG pricing - the enemy within (and the one at the door)

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I am just getting out of the thick of the Central European Gas…

Why there won't be a rush for Iranian oil investments - just now

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Poor Iranians are really in bad luck. Or are they? Their agreement…

Could The Comoros be a base for hydrocarbon products to Africa

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Everyone holds his breath as one of the most important hydrocarbon…

The Energy Industrial Complex is dead

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Who remembers what's this on the picture above. That's right,…

The end of diesel

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This article was written in summer 2015, before the break of…

Drowning in LPG

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Anyone checking regularly on the oil price must blush from time…

The end of the oil price cycle

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Since my very earliest days in the Natural Gas business, I have…

Persian gas for the emerging Gulf gas market

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One of the first assignments I had, when I joined the gas world,…

LNG in Africa - LNG is not a rich man’s fuel

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I have been writing about LNG in Africa for years now. Remember?…

In the crosshairs - how diesel makes us mutants

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We all believe that protecting the environment around us is something…

My 28 Dollar WTI wager

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In July 2014 I made a wager. I said that before March 2016 (don’t…

Is your energy job safe?

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A couple of days ago I had a conversation with a trader friend…

Is shale a blessing in disguise for OPEC

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How many times have I written about the implications of shale…

LPG in Africa - may the games commence

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It is difficult not to be stunned by what happens in energy nowadays.…

Don't try to avoid the F-word in LNG

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There is a German saying. He, who does a voyage, shall have stories…

Iranian LNG for Europe - reality or pipe dream?

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Since my earliest days in LNG, I have lived with the specter…

Why pigs should not sing

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After nearly a decade in LNG I tend to believe that I should…

Is the Nigerian fuel crisis the mother of energy opportunities?

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The news about the current Nigerian fuels crisis is already spreading…