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Podcasts
31 Dec
Episode 28 – Is The LNG Market Oversupplied?

There's been a recent spate of analyst reports pointing disapproving fingers at the global LNG sector with stern warnings about impending oversupply, falling demand, lackluster pricing, looming fresh competition. Really? Did such a promising sector drive itself into the ditch already? I object to the...

Podcasts
11 Nov
Episode 25: LNG Demand and Australia’s Unconventionals

The world of LNG is having one of its occasional bouts of uncertainty, which was the subject of a presentation I recently gave to the DUG Conference in Brisbane. DUG stands for Developing Unconventional Gas, and is a forum devoted specifically to the challenges of...

one-in-ten
19 Oct
Is the LNG market oversupplied?
There's been a recent spate of analyst reports pointing disapproving fingers at the global LNG sector with stern warnings about impending oversupply, falling demand, lackluster pricing, looming fresh competition. Really? Did such a promising sector drive itself into the ditch already? I object to the alarmism in these reports as short-term thinking and misplaced negativity. The long term is still very solid. Here's 5 reasons why.  
supply and demand of LNG
03 Aug
LNG Demand, Supply and Australia’s Unconventionals
The world of LNG is having one of its occasional bouts of uncertainty, which was the subject of a presentation I recently gave to the DUG Conference in Brisbane. DUG stands for Developing Unconventional Gas, and is a forum devoted specifically to the challenges of coal seam gas, shale gas, tight gas and other geologic formations that fall into that general category. My role was to set out the macro demand and supply picture for LNG, which is the biggest driver of gas development in Australia. Here's what I said. 
Geopolitics and LNG - an explosive combination
20 Jul
How #LNG Changes Australia’s Place In The World
Is Australia's place in the world changing, now that we're becoming a big-time energy exporter? We've always been a serious force in the coal export world, but gas is different. Not only is it necessary for survival in gas-dependent cold northern climates, but also it cannot be stored as easily as coal, and is consumed more just in time. Customers are more sensitive to disruption in supply. Perhaps Australia will become more influential given our new status as an export powerhouse and the importance our product plays in our customers' economies. Perhaps as a nation we'll need to think differently about our relationships with other nations.

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