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20 Jun
The $36b problem for Queensland LNG
If you were prowling for big improvement opportunities in Queensland's coal seam gas to LNG sector, is there really $36 billion waiting to be had? While attention in Australia seems permanently focused on building yet more export trains, I think there's more than enough prize out there that does not involve spending scarce capital to add more supply to an over supplied market. This post is part of a series on gas factory thinking. 
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01 Jun
48 – Could a Merger of Queensland’s #LNG Projects Work?

Is a tie up of the LNG projects in Queensland something to consider? I wondered about this when I heard that one of Queensland’s LNG industry executives and some investment bankers were in the media speculating about the possibility of the LNG projects combining forces....

possible LNG merger
07 Mar
Could a merger of Queensland’s LNG projects work?
Is a tie up of the LNG projects in Queensland something to consider? I wondered about this when I heard that one of Queensland's LNG industry executives and some investment bankers were in the media speculating about the possibility of the LNG projects combining forces.  Arguably the landscape is shifting already since Royal Dutch Shell has acquired QGC (one of the three LNG projects), and has a 50% interest in another large gas project, Arrow Energy. Here's my view of the idea. 
Darth Vader mask
10 Mar
Did Star Wars Presage Coal Seam Gas?

Have you been struck by how closely the challenges of the Queensland LNG sector seem to be mirroring the Star Wars movie series? No? Following an intense week-end of George Lucas' film efforts, and not a small quantity of wine, my colleague, Matt Mann and...

happy 2014 with champagne bottle! drawing
30 Dec
6 New Year Resolutions for QLD’s LNG Industry

It's customary this time of year to set some resolutions for the coming year, and on behalf of the entire Queensland LNG industry (and yes, that's a tall order), here's my top 6 resolutions for 2014.One - Get fit. Actually, I'm...

LNG Supply and Demand

Is the LNG market headed to oversupply?At the recent natural gas conference in Japan, attendees presented quite divergent forecasts for future supply and demand for LNG. LNG sales were down last year (modestly), and spot sales reached 30% of total cargos, suggesting the market...

Crown Mineral Rights and Gas Shortages

Does Australia's approach to crown mineral rights contribute to gas shortages?It would certainly appear so. Personally, I like the idea that a nation should share in the benefits of minerals (including natural gas) located deep underground, not just the lucky individual whose land sits on...

Sept 9 – LNG News Themes of the Week

Here's my round up of the key themes for #LNG from the week starting September 9.Russia - working hard to get a deal in place with China for gas exports. Price is the sticky wicket.LNG Buyers Group - Japan and India announced their...

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