Blog Categories
22 Jun
50 – The misplaced gloom about #LNG

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...

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. 
13 Apr
Episode 41 – Paris Climate Talks and Impacts on LNG

A timely podcast for the week of #LNG18 taking place in Perth. In Paris last year, world leaders made serious public commitments to stem the rising levels of green house gases. And it was about time. Now that the direction of travel has been made...

coming soon - doom and gloom
21 Mar
The misplaced gloom about LNG
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
Paris COP21
08 Feb
Paris Climate Accord and the implications for Gas
 COP21 has come and gone, and I can’t help wondering if this elaborate UN meeting has given a boost to the fortunes of the natural gas industry, and with it, the LNG sector. I think so, and here’s why. 
Global oil markets are capsizing with dramatic price falls.
12 Jan
Australia’s New LNG Future: Bright, But Not Pretty
The price of oil has fallen by a further 40% since October, from $85/bbl to below $50/bbl. Indeed, some oil prices in North America (a landlocked market with no ability to export, but competing with imports), have dipped below $40, and Saudi spokespersons have openly reflected on $20/bbl as being within their range of expectation. A whole new range of possibilities now present themselves to test the resolve of market participants in Australia's emerging LNG sector (a product priced in US dollars and linked to the global price of oil). Here's my outlook on the future for Australia's gas industry in light of these dramatic changes.
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
30 Mar
LNG News and Analysis – March 17 – March 30, 2014

Here's my analysis of the LNG and natural gas related news from March 17 to March 30, 2014. These stories were drawn from my Twitter feed (@geoffreycann).Greens Try to Shutter US LNG ProjectsThe Green movement in the US looks like it's going to go after...

March 2015
03 Mar
LNG News and Analysis – Feb 16 to Mar 1

Here's my analysis of the LNG related news from February 16 to March 1, 2014.Fracking - The new f-wordThe Green's favourite F-word is having far reaching effects on the world. These past two weeks are quite instructive. First, note how the situation in Venezuela is...

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