Are the Australian people getting their fair share of the value of their LNG exports? From Down Under comes this latest fizzle, an argument that could pit the resource owner, whose coffers could well be empty relative to the next biggest national exporter, against the resource producers, who have run up huge costs to get into the LNG game by following the rules set by the owner.
Who’s right? Let’s let some high-price Canberra lawyers make the case, but as a public service to the Canadian and African projects, here’s my views on the matter.
What does the future hold for Queensland's gas and LNG sector? This was the topic of a presentation I delivered in Brisbane on July 28, 2016, and this podcast is a recording of that presentation. The slides are on Slideshare.net and can be found here: The Future...
Back in January, I issued a popular (for me) post on my predictions for the LNG industry for 2016. Now that we’re through the first half, I thought it might be amusing to see how I’m doing, and perhaps update my outlook for the balance of the year.
Saudi Arabia has embarked on the impossible and intends to wean itself off its addiction to oil. What effect could this have on global LNG markets? Duration: 9m 55s ...
The fall in oil prices
has triggered an unprecedented scale back
in capital spend
, but what does this mean for future hydrocarbon supplies? Alarm bells are starting to sound.
There's lots of gloomy news out there about the future of the LNG sector. It's a bit unbalanced, in my view. Here's 5 good reasons why we should be ambivalent to the short term challenges, or at least be a bit more optimistic about the long...
has embarked on the impossible and intends to wean itself off
its addiction to oil
. What effect could this have on global LNG markets
? Read on.
On March 17, I was invited to present to the Gladstone Engineering Alliance at an event dedicated to showcasing the supply chain capabilities of the membership. The essence of my remarks are that:Australia has made a far reaching decision to support natural...
Last week journalists and analysts
from all over spilled a fair supply of ink
decrying the supply and demand problems
of the LNG sector. I thought the articles lacked balance
and did not paint any alternative views
of the industry. So here's 5 good reasons
why we should be ambivalent
to the short term
challenges, or at least be a bit more optimistic
about the long term
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