Tag Archive for: Market Moves
European energy utilities are traders now – an oxymoron
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Ten years ago, the European Union embarked on its own journey to Oz by reforming its energy markets. It successively broke the chains of hundreds of millions energy customers from monopoly utilities dictatorship and changed the very nature of the energy business. Suddenly, everyone wanted to be a trader.
The power of pain – LNG newbies in trouble
New LNG capacity owners find themselves in excruciating economic pain. They have only themselves to blame but this crazy situation might hold the seeds for them, to become the superstars of the gas age. Or else they die.
Are your contacts worth anything in LNG business development?
Those well-connected are supposed to be the magic cure to a rotten LNG portfolio. They are not so important, after all.
Frankenstein disease in LNG contracts
LNG agreements pieced together from dead contractual bodies are dangerous. Still many see them as their only source of inspiration. They can do better.
Gas price formulas and the Big Mac Index
Oil price links are finally coming to an end in Europe. In fact, they have eked an existence as Zombies of the energy world as the fundamental mechanism destroying them was not American shale but free markets.
LNG supply for Asia – fighting the Hydra
New Asian LNG buyers (outside the JKT and China) have a problem. They are perceived to be in the “I will pay any price for LNG” club by sellers. Many of them face vastly different situations from each other in their home markets. Not an enviable position but one that can be dealt with.
“Sandy” and the power of distributed power generation
Superstorm Sandy has blackened out large parts of the American…
OMV’s Roiss speaks out for shale
OMV’s Gerhard Roiss makes the case for shale gas in Europe.…
LNG cost blowout – Black Mamba bites
Sky-high CAPEX plus cost overruns and a fundamental shift in…
LNG sellers will become more like widget makers
High fuel prices have caused the shale gas boom and there is…
European utilities and LNG supply – between a rock and a hard place
Some companies in Europe have built up massive regasification…
Mr. Obama, could this be your LNG term?
Mr. Obama - you are in your second term now. There is an entrepreneurial…
LNG – the Black Mamba principle
LNG projects are on the expensive side but some are more expensive…
