LNG Supply FIDs Starting to Happen, Does Shell Need to Get LNG Canada Phase 2 FID in the Queue To Protect Its Brownfield Advantages? November 23, 2021 Read More »
Asian LNG Buyers Abruptly Change and Lock in Long Term Supply – Validates Supply Gap, Provides Support For Brownfield LNG FIDs July 14, 2021 Read More »
Multiple Brownfield LNG FIDs Now Needed To Fill New LNG Supply Gap From Mozambique Chaos? How About LNG Canada Phase 2? April 28, 2021 Read More »
Russia Says Its a Price Taker at $45 in 2021, May Be the New Strategy Needed For OPEC+ To Fix Post-Covid Oil Prices For the 2020s December 29, 2020 Read More »
Time To Pay Attention, Electricity Crisis Leads To California’s Reality Check On Renewable Energy Shortfalls To Deliver Reliable Electricity August 19, 2020 Read More »
Biden To Put US On “Irreversible Path to Achieve Net-Zero Emissions, Economy-Wide” Is a Major Negative To US Natural Gas in 2020s July 28, 2020 Read More »
Will The Demise Of Oil Take Longer, Just Like Coal? IEA and Shell Highlight Delays/Gaps To A Smooth Clean Energy Transition June 11, 2020 Read More »
Will Worries About Losing Overall Rail Network Capacity Force More CBR To Shorter Trains ie. Higher Costs, Less CBR Effective Capacity? February 22, 2020 Read More »
A Tough Year Ahead For LNG, Sinopec’s China Natural Gas Supply and Demand Forecast Implies Zero Growth in China LNG Imports in 2020 December 19, 2019 Read More »
Chevron Lowers Long Term Gas Prices, Hits Both Short Cycle Dry Marcellus Shale And Long Cycle Greenfield Kitimat LNG December 13, 2019 Read More »