Frankenstein disease in LNG contracts
LNG agreements pieced together from dead contractual bodies are dangerous. Still many see them as their only source of inspiration. They can do better.
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But we are proud to say that Rudolf Huber contributed 254 entries already.
LNG agreements pieced together from dead contractual bodies are dangerous. Still many see them as their only source of inspiration. They can do better.
Oil price links are finally coming to an end in Europe. In fact, they have eked an existence as Zombies of the energy world as the fundamental mechanism destroying them was not American shale but free markets.
New Asian LNG buyers (outside the JKT and China) have a problem. They are perceived to be in the “I will pay any price for LNG” club by sellers. Many of them face vastly different situations from each other in their home markets. Not an enviable position but one that can be dealt with.
Superstorm Sandy has blackened out large parts of the American East Coast. Electricity generation was not the problem but rather power lines on wooden poles. Distributed generation offers a solution. We all have followed the news on super-storm Sandy while it laid waste to a large swathe of the American North Eastern Seaboard. This time […]
OMV’s Gerhard Roiss makes the case for shale gas in Europe. He is right as Europe needs the resources and cannot allow itself to fall behind. I was planning to have a post on shale gas for Europe in December but current news pushed me to this one. Those who know me will not be […]
Sky-high CAPEX plus cost overruns and a fundamental shift in the LNG market mean trouble for some LNG projects. Some will scratch by but I bet there will be a couple of very high-profile failures. Just a couple of days ago I used the Black Mamba metaphor for LNG CAPEX cost explosion and we are […]
High fuel prices have caused the shale gas boom and there is no end in sight. When the dust settles, sheer entrepreneurial forces will have transformed the planet. The golden age of gas is just about to begin. The EIA predicts that the US will be the biggest oil producer worldwide by 2020. And by […]
Some companies in Europe have built up massive regasification portfolios with no supply coming forward. They are exposed. They could turn vice into virtue and become the next generation of LNG players rather than doing what never really worked in a market. Assume that you are getting a phone call from a lawyer in a […]
Mr. Obama – you are in your second term now. There is an entrepreneurial spirit under the Natural Gas hood. Being friends with them will help America a lot. Congratulations Mr. Obama, Now that the celebrations are over – back to work. There is one item that is dear to us Natural Gas fans. I […]
LNG has a mysterious reputation. This is undeserved. This blog is here to shed light on some of the issues. Many points are mere opinions. You are invited to discuss and disagree if you do so. To those new to it, LNG must be a bedeviled business. As soon as someone just feels confident enough […]
The combination of LNG and Africa has always been regarded with awe. The continent certainly is challenging in many respects. But it’s also incredibly rewarding. LNG is a topic that gives most energy professionals cold shivers. I cover the reasons for that in other articles. It gets crazy when LNG is combined with the word […]
Willing LNG buyers in Europe look at a bleak supply picture. There are not too many opportunities. That does not mean that they all do what should be done in such a situation. It’s THE big issue out there for many players and frankly, it’s the one I have decided to hang my coat onto. […]
LNG projects are on the expensive side but some are more expensive than others. Some players act as if the sky is the limit. That’s not true. Let me borrow a quote from the movie Kill Bill. “In Africa, the saying goes, in the bush, an elephant can kill you, a leopard can kill you, […]
LNG is the fuel of this century. It’s clean, its feedstock is abundant, and it’s cleaner than any other hydrocarbon. Perfect conditions to dethrone King Diesel. This is my first post so I want to keep it short and sweet. I want to make this a blog on LNG as I believe that LNG is […]
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