Margin Notes

Trump administration moves to limit state powers to block pipelines, terminals

The long tail of the regulative and legislative hydrocephalus…

U.S. natural gas demand is at a record - and prices keep dropping

Theoretically, this would be the mother of all opportunities…

Demand for Nigerian oil "dire" as U.S. competition ramps up

Nigeria has the same problems with LNG. They have the misfortune…

Global economy is probably in recession

Are we talking about "real recession" or the "thing that we cannot…

China coal mine approvals surge despite climate pledges

We should not be surprised anymore but China seems to still be…

European gas price slump yet to find a floor as inventories burst

The gas surplus will harden as there will be more LNG every year…

Trump and China may think they hold winning trade war hands. They're bluffing

So, prices will rise in the US due to tariffs. Sure, but what…

China Energy to expand ultra-low emission coal-fired power

Chinas problem is smog - that's why they go for technology that…

South Africa sees new LNG import terminal ready by 2024

Knowing South Africa, the 2024 deadline is more than ambitious.…

Senate panel to vote next week on sanctions on Russia-to-Germany gas pipeline

Europeans, and especially Germans are extremely suspicious about…

China Energy to expand ultra-low emission coal-fired power

Just imagine this would read "US energy to expand ultra-low emission…

Does renewables pioneer Germany risk running out of power?

Let's make a crazy prediction for Germany. Things will come to…

U.S., China will be world's biggest LNG exporter and importer in 2024

I am not so sure about this. The US certainly has the potential…

Japan shows coal's dilemma: More needed now, less in future

The most important body part of man is the wallet. Japan has…

China second-quarter GDP growth seen easing to 6.2%, more stimulus expected

6,2% - yeahh right. we had so many reports of cheating with the…

Global economy heading for trouble as manufacturing and construction shrink

Most people have already forgotten that we have only paper patched…

Higher Asian prices, European gas stocks trigger LNG flow reshuffle

Europe starts to assume its role as a flexibility tool to world…

LNG plays havoc with Dutch gas and Asian shipping

3 years ago there was speculation at what price level US liquefaction…

Ambitious 2050 climate goal relegated to footnote at EU summit

Some have come to understand that jobs and economic health get…

Global LNG producers see cost risks looming over next wave of projects

If you don't make your move now, you won't make any move anymore.…

China buys more LNG, but can't offset the rest of Asia's losses

This China madness is not good for LNG projects and companies.…

Europe saved $8 billion on gas bill in 2018 due to LNG, reforms: IEA

And this is just the beginning. I predicted in 2016 that Europe…

Russia's Sechin accuses U.S. of using energy as political weapon

Looks like the US has learned a lesson. Russia has used energy…

ExxonMobil backs LNG imports to world's biggest exporter

In the Persian Gulf, exporters of LNG and importers of the stuff…

A pollution crackdown compounds slowdown woes in China's heartland

Rising labor costs, US tariffs, OBOR countries revolting from…

China backtracked on almost all aspects of U.S. trade deal - sources

China cannot give in to US demands. Their entire existence is…

France's Total to invest 10 pct in Northern Sea Route hubs in Russia

The gas is produced in one of the most inhospitable places on…

China to promote using wind energy to power heating

We just read a piece from Bloomberg that China is expanding coal…

U.S. is brazenly meddling in Nord Stream 2 gas project: Russia

I am sure Russians would recognize when meddling happens - they…

LNG prices linked to coal are innovative, not game-changing

The problem is neither the oil link - the solution is not the…

Sempra wants to become one of North America's biggest LNG exporters

Road diesel consumption in the US is almost the equivalent of…

China bucking global shift from coal-fired power

What fool does believe numbers from China? Of course, they will…

Asian LNG prices fall to near three-year low as buyers shun spot cargoes

The Asian sucking sound has become an Asian hissing sound. No…

Vitol's head of LNG expects supply shutdowns due to market glut

Unprecedented - maybe. But most certainly not unexpected. Most…

LNG supply glut, price slump should raise questions over future projects

There is a hype bubble on the Asian LNG market. Pakistan seems…

China's February LNG imports fell from January record as winter demand eased

China is - like its Asian peers - a flexibility taker. This means…

More shale, who cares? Saudi Arabia pushes for at least $70 oil

OPEC is between two hard realities that are grinding down on…