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06 Apr
Episode 40 – Critical Questions Facing Global LNG

What will be some of the critical questions facing the global LNG sector? The upcoming LNG18 conference in Perth will be the setting for global leaders in this important industry to discuss the future. This rare event is like the Olympics of the LNG world, and comes...

LNG18 Sails to Perth
29 Feb
LNG18: Great Debates About the Future of #LNG
What will be some of the great debates at the upcoming LNG18 conference in Perth? This rare event is like the Olympics of the LNG world, and comes around only every 4 years. This year will prove to be a pivotal one, as the challenges facing the sector are legion. Here are my views on what will prove to be the great debates of the conference.
teapot tempest
01 Feb
Is the oil industry really facing Armageddon?
Last week an article appeared in Australia’s mainstream media with the alarmist title of “Oil’s Armageddon”, which, naturally enough, alarmed a few people, one of whom contacted me for my views. Frankly, I didn’t agree fully with the article's take on things. You can find the story here, and my observations in this blog. At the end, if you can devote the time, you be the judge: Tempest or Armageddon
Fuel Up LNG Podcast
23 Dec
Episode 27 – LNG and Australian Geopolitics

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. Perhaps Australia will become more influential given our new status as an export powerhouse and...

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.
Geopolitics and LNG - an explosive combination
20 Jul
How #LNG Changes Australia’s Place In The World
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.
LNG market is underwater. Glug Glug.
15 Jun
How OPEC’s Latest Impacts the Gas Sector
 What does it mean for the global gas industry (ie, LNG trade), now that OPEC has decided to maintain (and increase) its production levels and allow oil markets to rebalance? All things being equal, oil prices will stay depressed for at least another 6 months until the next OPEC meeting, and with it, LNG pricing. Here's my forecast of the fall out on the LNG industries. Fair warning: This is a bit gloomy. 
Area 51 in the USA is often said to be part of a government conspiracy
20 Apr
Do Dark Forces Control The Price of Oil?
There's been tons of analysis on the causes of the oil price collapse. Audiences politely nod their heads at the storyline and accept that there's a supply/demand imbalance, but once in a while, I'm confronted with serious skeptics who fundamentally disagree with this premise. Is there another plausible storyline, drawn from the more murky shadows of conspiracy theory? Perhaps.Note to readers: this post is all about oil, but stick with it. Oil drives LNG pricing.
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. 

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