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12 Feb
Episode 33 – My predictions for #LNG for 2016

It’s customary at the dawn of a new year to make predictions you have no idea will come true. And true to the season, at a recent meeting I was asked whether I thought the price of oil would get to $20 a barrel in...

Happy new year 2016
11 Jan
What does 2016 hold for the LNG industry?
It’s customary at the dawn of a new year to make predictions you have no idea will come true. And true to the season, at a recent meeting I was asked whether I thought the price of oil would get to $20 a barrel in 2016. What other predictions might I propose for the coming year? 
Tips on dealing with Twittactivists
Are you afraid to get on Twitter because you're going to have to deal with Twittactivists who are opposed to your point of view? Every now and again, a handfull of BANANAs (Build Absolutely Nothing Anytime Near Anything) get on my case on Twitter and try to goad me into responding to their claims. After a few bouts of this back and forth, the patterns of Twitter personalities and conversation styles emerge. This post provides a summary of the typical characters I've encountered and some of my favourite tactics for dealing with them.
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...

crystal ball, to help see the future
28 Jul
Only 63% Of My Predictions Come True

On Monday, July 21, the Australia Industry Group (a peak industry association of Australia's manufacturing companies) issued a report prepared by Deloitte on the state of gas prices in Eastern Australia, decrying the terrible situation facing manufacturers whose gas input costs are about to triple,...

coal power plant
12 May
What Will Global Oil and Gas be like in 2025?
Are you wrestling with how the global oil and gas industry might shape up over the long term? We live in a world of considerable volatility and complexity, and the news feed about the global oil and gas sector is usually pretty grim. It's useful to hold some ideas of possible future scenarios so that you can make some choices today that will play out over the long term. For instance, given an option (as students are) to study renewables, natural gas, or coal mining, what would you chose?
LNG News and Analysis – Apr 19 – May 3, 2014

Here's my analysis of the news from the world of LNG from the period April 19 to May 3, 2014. Ukraine Crisis Drags On [caption id="attachment_271" align="alignleft" width="150"] Flag of Ukraine[/caption]In my earlier analysis of the Ukraine crisis, I didn't think gas markets would be unduly impacted....

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