Is there a better way
for Canada to prosecute its LNG ambitions
besides following in Australia's footprints with a suite of onshore greenfield projects
? I was giving a lecture at the University of Calgary this past week on the LNG sector
, when this topic came up. The students' interest reminded me that I wrote about this idea in January 2014. Time to revisit.
Canada’s oil and gas sector is all a-twitter this week with the news that the Federal Government met its legislative deadline and provided a final positive decision on the Pacific NorthWest LNG project. The project is not assured – the proponents have clearly stated that they would need to revisit the project anyway since so much time has passed since the project was first proposed.
But it got me to thinking about the current state of the global LNG sector and whether any of the 50+ projects in the US or the 40+ projects in Canada will proceed.
Major trends are in motion that will render the global LNG industry very different in 10 years time from what it looked like 10 years ago. To quote Sun Tzu, from time to time it's helpful to take a close up view of things distant...
How might participants in the oil and gas industry hedge future Brexit outcomes
? With at least two years
of uncertainty facing the UK and EU following the UK's shock decision to withdraw from the largest and most open market in the world, how should one prepare
A number of LNG projects have fallen by the wayside of late, but only one really bothers me. FERC's actions on one project in particular provide an abject lesson to all proposed US developments. Make sure you have customers. Duration: 9m 04s ...
APPEA returns to Brisbane
this year and the conference
(hopefully) will bring into focus the significant challenges
facing the industry and stimulate a lively discussion
about the future
. I think we're due for an industry reset
. Here's a quick review of the global setting
drivers and sector actions
, to set the scene for you.
The LNG 18 Conference
has come and gone
, and with it the delegates, booths, journalists and industry executives. The content
will live on in the 100mb of zipped presentations
and papers available for download
, but if you haven't the time nor the energy
to wade through it all, here are my five key take aways
from the sessions.
Major trends are in motion that will render the global LNG industry very different
in 10 years time from what it looked like 10 years ago
. To quote Sun Tzu
, from time to time it's helpful to take a close up view of things distant and a distant view of things up close to prepare for the future
. What will the LNG industry look like in a decade?
I've not been too alarmed
about the number of LNG projects falling
by the wayside of late. Low oil and gas prices provide just the right kind of Darwinian process
by which only the very best projects get sanctioned. But the situation
with one particular project
is very curious. Here's why.
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