Tag Archive for: Market Moves

Micro generation – the next African mobile phone revolution

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When I was exposed to Sub-Saharan Africa for the first time in…

OPEC’s catch 22

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This is not my first post on the current oil price dilemma and…

Could the Emirates be to the Middle Eastern gas market what the UK was to European one

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In the mid Nineties, the UK transformed its gas market unleashing liberalization.…

Was shale a frackin bubble?

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Those who have spent the last 10 years in oil and gas were in…

The third reign of life – clean energy from another realm

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Most of us will remember from our time at school that life divides…

AGRI and a new energy future for the Black Sea region

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2011 I was briefly involved in a project called AGRI - the Azerbaijan,…

How to beat chicken and egg in LNG bunkering

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Just imagine it’s Christmas but nobody is there. That’s a…

Ragnarok for oil sellers – and you thought the mayhem is over

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All those interested in Norse mythology (I am sure there are…

The real reason for the (so called) low oil price

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So we have lived through the last OPEC meeting in Vienna holding…

The Pharaoh dimension – LNG in Egypt

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One in 3 Arabs worldwide lives on the banks of the Nile river?…

Evolution in the LNG garden

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Modern man with all his marvels is roaming the planet because…

Alaska LNG – no lessons learned from Australia

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There is something exciting up in the north. Its big, it’s…

Where is the oil-price headed?

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If one does a long-term project, one needs good forecasts. But…

LNG, CNG and electric vehicles – what’s doing what

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I cannot remember how many times I had the issue on the table.…

80 USD oil is not cheap

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I am feeling a little like in a warp bubble - don't you? Browsing…

The last wonderland for LPG and condensate exporters

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The world of those who trade liquefied gasses and light condensate…

The demise of the dinosaurs – some parallels

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65 million years ago, dinosaurs ruled the planet. They had conquered…

Peak everything is bullshit – how about peak idiots

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It's incredible how some old, bad ideas linger on in human minds…

The smart grid lie – why the real smart grid will blow your mind

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Already in 2008, Smart Grids were all the rage. Everything was…

How about lunar strawberries?

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Humanity is capable of astonishing feats from making atoms visible to landing probes on saturnian moons. In business though, there are limits of what should be done - or not.

The unholy alliance

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In September 1815, 3 leading powers of the 19th century Europe…

FLNG – great technology, wrong business model

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This blog is almost two years old now and I have been asked multiple…

We must get off Russian gas – and it’s not because of Putin or Ukraine

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News on another potential Russian gas crisis is galore. Not a…

Dealing with Russia – what makes sense for European gas

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It is hard to ignore Russia in today’s newscast and even those…

The Danube river – from backwater to energy artery

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Some days ago I met an old couple from Düsseldorf in the tram.…

The shape of things to come – Methanopolis

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Robert Kennedy said in a 1966 Cape town speech "There is a Chinese…

LNG startup companies and the investors game

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No cash - no business. That’s stone old wisdom. Any LNG venture…

The value of bad news – only good news is toxic

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Too much good news can kill an otherwise perfectly healthy project as it raises a lot of alarm bells. Those problems are not to be taken lightly and need careful planning and constant calibrating of the project. But denying that it’s there is not going to make things better as educated partners, customers, officials and investors will not miss out on it.

Why shale is good for mankind but bad for the US

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But America needs to fix its addiction to easy money and the current crisis could have been the best thing happening to the country in a long while for its curative properties. Its going to be bluntet by the shale gas boom as this puts new easy money at the fingertips of politicians.

America is the new energy El Dorado – what about Europe now?

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America rapidly transforms from the energy problem child to become the new el Dorado. The economy is pimped by all the investment going the other side of the Atlantic. The population is blessed with much cheaper fuel and lets not forget - the environment does better than any time after World War 2. Why cant we have that in Europe?

The emerald factor – LNG from Colombia

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Many know Colombia for its Emeralds, even more for its wild past during the drug wars. The wars are over and visitors can enjoy one of the most beautiful counties on earth again. But to the energy man, Colombia rings for its huge super high quality coal reserves. But how is coal important to a LNG man?

Africas energy master plans – any good in them

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I have seen many of those plans and they have never worked. Not because they are African. This stuff cannot work if you put it in Europe or North America. Because grand Master plans generally are impossible to realize. They inherently lack flexibility, which is necessary to deal with unforeseen events or twists and turns in the market or the international energy scene.

You’ll get what you are given – attitudes in LNG sales

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Its hard to get LNG if you need it - its even downright impossible if you are competing in a pipeline gas driven market. Much of the blame lies with the buyers as I have pointed out in many posts. But the sellers attitudes are not helpful.

Leapfrogging – LNG for Africa

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Many African countries are oil producers but they are also beset by frequent power outages. At the same time they flare Natural Gas in huge volumes. Infrastructure to bring that gas to power plants and then further distribute electricity is weak or non existent. That could be a blessing in disguise as the continent is on the verge of an energy revolution.

Beyond the thunderdome – pigshit and LNG

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The pigshit produces methane which keeps Bartertowns lights going and vehicles fuelled in Mad Max. That huge tapestry of pigs is the films true moment to be remembered as this is innovation at its purest. Forget wind turbines and solar panels. In the future, we will get our fuel from hog-poo.

Natural Gas and Chaos theory – predicting unpredictability

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Scientific chaos is not the same as your ordinary chaos. It simply means that it is impossible to predict exactly what will happen in all but the very simplest systems, even if every detail of its past and current conditions is known.

European Natural Gas prices – where are we headed

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European natural gas prices are a shambles. The ones say that one can't make a living under those conditions as the price is to low for comfort. The others say that it's to high for gas to be competitive. Who is right? An off the beaten path analysis.
A couple of things were conveniently forgotten by those driving the portfolios. First gravity - everything that goes up eventually will come down. European energy utilities and gas traders deluded themselves into believing that the Bonanza would be never ending.

LNG on rails – networking fuel

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Road transport might offer ultimate flexibility as one can easily bring anything just about anywhere but when that flexibility is not even needed it comes at a horrendous price. The main difference between a network model and point to point transport is that the network is a loose system of different nodal points between which lumps of whatever (in our case LNG) zip zap around. These nodal points supply smaller satellite distributors which in turn are the backbone of the supply system.

Why terrorists will hate the new LNG world

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We cannot easily say that we did not try (in homeopathic doses) to wean ourselves off our addiction to imported hydrocarbons but who wants to take a reduction in lifestyle, even if that meant financing (directly or indirectly) some people that may wish to harm us. In simple words, we gave some of those who might want to kill us money - to increase their ability to do so. Plus our presence on their lands further stoked their ire. Not really smart but a reality we seemed had to live with so far. No more. The unconventional gas revolution has already done more for US national security than all nation building programs combined.

Nabucco is dead – but thats what fossils are

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Wouldn't it make sense to try bringing the incredible gas wealth of the Middle East and the Caspain Sea to well paying European customers? OK, back to the moment when OMV was in heavy labor, just about to give birth to the Nabucco idea. Europe was a big fat gas pie for the newly liberalized Gas market players. The market grew to infinite proportions (at least in our wet dreams) and it was believed that no matter what volume of gas one threw at it, the market would gobble it up voraciously.

The coming methane age – will it ever end?

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An offhand remark on my last post made me think a little more about how significant methane will become over the next decades and what will end the show - and when.

Lessons from Shtokman

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While the world was having a beauty sleep an earth moving event sent ripples through the Barents Sea - and made the infantile dreams of the classical energy monopolist in Europe (trust me - they are still an abundant species but they have learned to don the market gloves) a little less sweaty.

Diesel v/ LNG in European trucking – is EURO 6 leveling the field?

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Those going for LNG as a fuel were always on the exotic side…

Cheap oil is over – what that means for LNG

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Cheap oil is gone, expensive oil comes in. But that changes the architecture of the energy planet more than most would like to think.

LNG or emulsion fuels – whats it gonna be

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It's a thorny question. And not one with a clear-cut answer possible.…

Dancing stars with hippos – flex for regas

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LNG regasification has been a no-business for pretty much all of its history. The terminal owners/operators are pretty happy with this state of affairs as their life was real simple so far. Dont move and take in guaranteed returns - that was the mantra. All this will have to change if the LNG industry is serious about going normal.

Something is lurking beneath those waves

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Methane Hydrates are known to the world as burning ice. It is an oddity to the energy industry and easily shrugged off but they are more imminent than many executives like to think. The LNG projects under construction today will bear its scars.

We are the Borg – resistance is futile

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Many would be buyers are not very nimble when it comes to secure volumes of LNG. No surprise here, as many are behaving like the BORG from Star Trek. We are the BORG - resistance is futile. But is that really a recipe for success?

Why shale gas is great news for LNG

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Shale looks like LNG's nemesis - on the surface at least. Look harder. It sure killed THE big hope of the LNG world - namely the prospect of the US becoming a premium LNG buyer. But this also has jump started LNG as a fuel.

LNG is cold (when it should be cool)

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It’s incredible how misunderstood Natural Gas and especially LNG is by the general public. It’s the solution to many of our problems (at least energy wise) and still it has a bad name. That’s a shame as this stuff is so incredibly cool, it would have to be invented if it did not exist already.

Going nuclear – LNG’s natural friend

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Nuke and LNG could not be more different. Nuclear power is the king of cheap baseload. Once built - it makes little sense to switch a nuclear power plant off just because of changes in the demand picture. LNG is the king of flexibility. It can be switched on and off very rapidly. And as said, as a liquid it stays nicely in a vehicles tank waiting to be regasified on demand and combusted in order to produce forward motion (or any other thing you do with internal combustion engines).

Beating the megatrains – the nimble revolution

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LNG has been a history of ever larger liquefaction trains. It all culminated in the construction of the Qatari supertrains. One of those monsters is able to satisfy the needs of more than the entire gas consumption of a small country such as Austria. But do they make economic sense?

Another option for Central Asian gas

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Central Asians are the strange region out of the Natural Gas world. They have lots of it. They would like to export it. But that's very hard. In the meantime, something much more worthwhile could be done with it.

LNG from the US – between drivel and miracle drug

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Does anyone still remember the US LNG import adventure? Seems to be a long way off. Today, everyone talks about the US becoming a huge LNG exporter. Asia of course looks like a big nice ice cream on a hot summer day to a distressed LNG terminal operator. But there is also big competition on this premium LNG buying region.

What your experience is worth in a wormhole

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Expertise can be a drawback. Sometimes it's outright deadly. Some things - sometimes - change so deeply, so radically that old experience does not even serve as a valid foundation for new learning anymore. It becomes so harmful - you must get rid of it - or else you face oblivion. In Natural gas - this happens right here - right now.

Is LNG – or is it not – a commodity?

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To those outside the nebulous Natural Gas world, LNG is the stuff that evokes phantasies of miracle trades and fast riches. LNG has been dubbed a commodity many times over the last 10 years alone. But is the status deserved? A demystification.

Give to get – a winning way in LNG

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Insanity is doing the same thing over and over again and expecting different results. We all know the quote from Einstein. But that's what happens in LNG all the time. Here is an alternative proposal.

The China LNG story – more toxic than the US story was

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The US seems to be on the verge of becoming an LNG exporter. This, combined with new volumes from Australia, show the prospect of Asia being drowned in LNG. But there is a shiny white knight on the horizon. China with its ever-growing industries, with its endlessly expanding consumer markets, with its insatiable thirst for energy promises to become the new LNG El Dorado.

Business Development in Natural Gas – get the Frontschwein out

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Business Developers have to become a Frontschwein in order 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.

LNG in the Black Sea – a pipedream?

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The Ukraine has a 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.