Posts

Shale, not shallow - the ghosts of hardship

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

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…

Where is the oil-price headed?

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

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.

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…

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.

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.

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.

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.

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.

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.