The bright future of natural gas
We found a nice article about natural gas. It’s largely about the US situation (prices in Asia are much higher and haven’t fallen by nearly as much), but it underscores […]
US natural gas production set to decline for years
So much for that predicted US natural gas glut…
Investment Thesis for InterOil part 2: LNG markets
In the first episode, we took a look at the world oil market. The situation for natural gas is, if anything, even worse, although nothing of that is visible because […]
Why there is no world market for natural gas
We read stories about a coming “US gas glut”. There is something in that, but it will mostly be a local phenomenon. Here is why..
Pickens plan mark II
We wrote about the Pickens plan before, it’s a bridging plan to wean the US off (foreign) oil by using wind energy for electricity production and natural gas for driving […]
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 […]
US natural gas glut?
There is little doubt that Chesapeake is putting on the brakes in terms of capex spending, due to their debt position (and related credit market conditions), but more importantly because […]
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 […]