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09 May
Australia’s #LNG Industry in Transition
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, domestic drivers and sector actions, to set the scene for you. 
LNG18 trade show floor
29 Mar
What questions will get asked at LNG18?
The world's most important LNG conference is coming to Australia, and with it, the most important LNG producers, the biggest LNG traders, most important LNG consumers, the largest suppliers to the industry, government officials, regulators, analysts and thinktanks from around the world. What would you ask if you had the opportunity to engage these key business leaders? Here's my list. 
Podcasts
07 Jan
Episode 29 – Where is the price of oil going?

Where are oil prices headed? We’ve now had over 18 months of low oil prices, so surely by now the causes of the price crash have dissipated and prices are going to rise back to where they were.Well, think again. In my view, prices are...

Podcasts
21 Oct
Episode 22 – Surviving the Services Recession

Australia's onshore oil and gas services sector is experiencing its very own recession, thanks to gyrating oil and gas prices. And it's going to last a while, if my calculations are correct. I haven't seen conditions this bad since 2008-09 when I worked with transport, fracking, drilling and construction companies...

Podcasts
02 Sep
Can fracking contaminate the water table?

Can fracking activities impact the water table? I thought I’d share some of the science behind oil drilling and water tables to demystify this aspect of the oil and gas industry. Oil and gas are usually (but not aways – see oil sands) found below the water table. We know this to be true...

The massive INPEX LNG plant takes shape in Darwin
31 Aug
Where Is The Price of Oil Going?
Where are oil prices headed? We've now had almost a year of low oil prices, so surely by now the causes of the price crash have dissipated and prices are going to rise back to where they were. This would give comfort to oil companies who are suffering with depressed cash flows, to banks concerned about their loan portfolio, to employees worried about their jobs, and to governments who were counting on royalties for the public purse. Well, think again. In my view, prices are not likely to return to the robust numbers of 2014 anytime soon. The underlying drivers that got us to this place have only partially moderated, and there are new forces on the horizon that will bring more pressure to bear on the market. And why would readers of a blog about LNG care about the price of oil? Because LNG is priced in reference to oil.
March 2015
06 Apr
Trending LNG News from March 2015
Here's my analysis of the news from the global LNG and natural gas industries from March 2015. Happy Easter!  

LNG Projects Still Growing

While you might have thought that the LNG industry would be taking a breather from its breakneck development pace for the past 4 years, this month saw a number of project announcements that hinted at the continuing growth of the industry. 
Queensland's LNG could be blindsided by any number of unlikely conditions.
16 Mar
Could Queensland’s LNG Sector Be Black Swanned?
Recently, a company approached me with a perplexing problem. They were encountering increasing international skepticism of the viability of Queensland's coal seam gas sector, which was impeding their growth ambitions. In some circles, Queensland's LNG sector is viewed to be in imminent danger of being completely displaced by looming US LNG exports, a situation accerbated by these low oil and gas prices, and low US continental gas prices. Could the three LNG projects find themselves being shut down as soon as the US LNG trade hit the water. Is there a black swan condition just over the horizon? 
China considering merger of its NOCs
25 Feb
The Birth of a Giant?
There's some speculation out of Beijing that the big Chinese national oil companies might be considering joining forces. I picked up this story from the media this week, and picked myself up off the floor once I had read it. Big changes in global oil and gas markets often give rise to significant merger and acquisition activity, but this one would be a doozy. Are we on the precipice of a major new wave of mega mergers in oil and gas? What might it mean for global oil and gas markets if the world's single largest oil and gas market had only one national oil player? What kind of reactions might it provoke?

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