Tag Archive for: Market Moves

European energy utilities are traders now – an oxymoron

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Ten years ago, the European Union embarked on its own journey to Oz by reforming its energy markets. It successively broke the chains of hundreds of millions energy customers from monopoly utilities dictatorship and changed the very nature of the energy business. Suddenly, everyone wanted to be a trader.

The power of pain – LNG newbies in trouble

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New LNG capacity owners find themselves in excruciating economic pain. They have only themselves to blame but this crazy situation might hold the seeds for them, to become the superstars of the gas age. Or else they die.

Are your contacts worth anything in LNG business development?

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Those well-connected are supposed to be the magic cure to a rotten LNG portfolio. They are not so important, after all.

Frankenstein disease in LNG contracts

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LNG agreements pieced together from dead contractual bodies are dangerous. Still many see them as their only source of inspiration. They can do better.

Gas price formulas and the Big Mac Index

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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.

LNG supply for Asia – fighting the Hydra

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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.

“Sandy” and the power of distributed power generation

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Superstorm Sandy has blackened out large parts of the American…

OMV’s Roiss speaks out for shale

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OMV’s Gerhard Roiss makes the case for shale gas in Europe.…

LNG cost blowout – Black Mamba bites

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Sky-high CAPEX plus cost overruns and a fundamental shift in…

LNG sellers will become more like widget makers

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High fuel prices have caused the shale gas boom and there is…

European utilities and LNG supply – between a rock and a hard place

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Some companies in Europe have built up massive regasification…

Mr. Obama, could this be your LNG term?

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Mr. Obama - you are in your second term now. There is an entrepreneurial…

LNG from Africa

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The combination of LNG and Africa has always been regarded with…

LNG Supply

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Willing LNG buyers in Europe look at a bleak supply picture.…

LNG – the Black Mamba principle

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LNG projects are on the expensive side but some are more expensive…

LNG – killer app for diesel

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LNG is the fuel of this century. It's clean, its feedstock is…