The LNG 18 Conference
has come and gone
, and with it the delegates, booths, journalists and industry executives. The content
will live on in the 100mb of zipped presentations
and papers available for download
, but if you haven't the time nor the energy
to wade through it all, here are my five key take aways
from the sessions.
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...
As Australia's new LNG projects move toward start up, low oil prices and increased competition have altered the outlook. Which countries will have the biggest demand for future LNG? I was invited to address the DUG conference in late July 2015 to consider global LNG markets and how...
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
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.
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.
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?
Here's my analysis
of the LNG
and natural gas
industry news from the month of January, 2015
Egad, It's All About Oil
The global LNG media turned its attention to the world of oil
pretty much all month. With most LNG priced
as a derivative of oil
prices, it's important to keep an eye on how the oil sector is faring
, and to get a read on the depth and duration of the decline.
for the future Asian gas markets
will feature a tussle between two rival infrastructure technologies - pipelined continental gas
from Russia versus seaborne LNG ships
from Australia, the US and Canada. Backing up these solutions are different economic models, financing structures, and risks. Which is better? How do these two different gas supply approaches stack up? Which will prevail? Just how much of a threat is Russian gas to Australia's LNG ambitions?
I was struck by a recent news article that suggests that only a small number of the proposed Canadian LNG plants will actually proceed to development. Sadly, that could be the same situation emerging here in Queensland Australia. Which got me to thinking - is...
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