When the world recovers, energy will head much higher
We’ve argued this before, and we’re not the only ones. Far from it.. And it’s really simple. The ‘demand destruction’ through the recession is temporary (and in fact not nearly […]
The coming commodity boom
The world experienced a commodities boom until recently, when a very sharp sell-off occurred. But past boom will be nothing compared to the commodities boom that is already in the […]
LNG demand outstrips supply for another decade and a half
We already build this in our thesis on the LNG (liquid natural gas) market and the economics of InterOil’s LNG facility, but it’s nice to have specialist on our side.
The US natural gas cycle, from gas glut to gas shortage and back
There is someting of a gas cycle emerging in the US. This is due to some characteristics of the new unconventional gas sources, which need lots of capital and the […]
Backlash against coal seam gas
At least in Canada. They have even bigger plans in Australia that are already under some pressure because of falling energy prices and tight credit..
LNG projects in trouble
We’ve written earlier (here) how falling energy prices and (especially) tighter credit is creating problems building new energy capacity. We also wrote that this can only set us up for […]
The world still needs natural gas, witness this record price deal.
No, it hasn’t ended, it only looks that way.. Deals are still being made. Prices of natural gas are actually going up sharply in some parts of the world.. It’s […]
Coal Seam Gas doesn’t seem so hot anymore
Coal Seam Gas (CSG) has always been something of a nuisance, as it made the winning of coal more risky (because of dangers of explosions). However, when energy prices were […]
LNG Market set to grow
Plus, some more options for “stranded gas.” Capacity to handle LNG, that is, regassify it is growing much faster than the facilities to turn it into liquid gas (which reduces […]
“LNG is a sellers market for at least the next decade”
LNG is scarce, especially in Asia. We have argued this here more than once. There are people who think the world will soon be flodded with natural gas. They might […]