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Podcasts
09 Mar
Episode 37 – The TransPacific Partnership and its impact on Gas

The Trans Pacific Partnership, a long negotiated freer trade agreement between 12 nations that have shorelines on the Pacific Ocean, has finally surfaced. What are its implications for participants in the natural gas business? Not a lot, it seems, based on my quick review, but...

LNG carrier
16 Dec
TPP and Gas – Much Ado About Nothing?
The Trans Pacific Partnership, a long negotiated freer trade agreement between 12 nations that have shorelines on the Pacific Ocean, has finally surfaced. What are its implications for participants in the natural gas business? Not a lot, it seems, based on my quick review, but you have to read between the lines, so to speak, and you need a good lawyer at your side. After a bit of background, here's 3 initial observations about the TPP and the gas industry. 
Podcasts
16 Sep
Episode 19 – Out of Work in Oil and Gas? Now What?

Have you been laid off from your great job in the oil and gas industry? Are you wondering what to do next? Is it time to write the industry off and move on, or is there still work to be had, if you knew where...

APPEA 2015 Exhibition Hall, before opening
25 May
Seven Essential Lessons from APPEA 2015
APPEA 2015 was such a blast! Tradeshow, speeches, journalism, politics, networking, innovation. It's all there. But not everyone can make it to the biggest and best oil and gas gathering in the Southern Hemisphere. For those of you who missed it, here's the 7 essential lessons that totally framed my three days in Melbourne. 
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?
100k jobs lost in oil and gas. What to do if you've lost yours?
16 Feb
You Just Lost Your Oil and Gas Job. Now What?
 Once again the global oil and gas industry is scaling back its workforce as a way of coping with the dramatic collapses in the prices of oil and gas. The headline job losses are staggering -100,000 or more, depending on which source you read. If you're among the thousands, this must feel pretty crappy. But there's usually a silver lining to these events, and I thought I'd share a few observations from the many previous such bloodlettings that I've been through over the years. 
March 2015
03 Nov
LNG News and Analysis – October 2014
Here’s my analysis of the most interesting news from the world of LNG and natural gas from the period October 1-31, 2014. 

Methane A Questionable Solution To Climate Woes

Several stories this month on the ongoing debate about methane as a solution to climate change. This story, in the important journal Nature, concluded that low priced gas will displace high carbon fuels (oil and coal - good), but also high priced lower carbon alternatives (solar, wind and nuclear - bad), and will also drive up demand for gas as we simply consume more of it in everything and everywhere (growth in demand - bad). On balance, therefore, gas is bad for the climate and we need some policies to alter the outcome path we're on. So the policy requirement is how to offset the two bads without upsetting the one good. One clue to the puzzle is that this is a battle between extracted fuels (gas, coal, uranium) and technology (batteries, solar, wind). Therefore, policies need to favour technology advancement over extractive industries without actually halting the shift from coal to gas. How hard can that be?
March 2015
18 Sep
News And Analysis – August 2014
Here's my analysis of the most interesting news about LNG and natural gas from the month of August, 2014 (drawn from my twitter feed @geoffreycann).

Gas, Australia and Market Impacts

The impacts of Australia's natural gas export projects continue to play out. Early in the month the Australia Industry Group issued a study (full disclosure: it was completed by my firm) on the impacts of high gas prices on sectors that use a lot of gas, including agriculture, mining and manufacturing, and it's not good news - these sectors will all experience considerable cost pressures that are hard to avoid, and will reduce country GDP by billions. A number of stakeholders have offered their views. On balance, the economy will be better off as gas exports drive investment and royalties.By capping gas development in Victoria and NSW, state governments have inadvertently given fresh impetus to a new pipeline project to move gas from the Northern Territory to gas hungry eastern markets. Media stories conveniently ignored the possibility that NT gas could end up in Gladstone for export, and that the pipeline would take years to reach fruition, long after the market will have adjusted to new gas prices. It would seem far easier and faster to change the rules to open up gas production.
March 2015
04 Aug
LNG News and Analysis – July 1 – 31, 2014

Here's my analysis of the most interesting news from the world of LNG and natural gas from the period July 1 to July 31, 2014.The LNG Shake Out ContinuesIn case it's not obvious, the LNG industry is a game that only really large companies can...

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