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Summary of Week 3

Through this week, we have learned that demand for gas is set to rise sharply in the decades to come. But the supply of gas around the world will also …

Renewable energy transition

It is difficult for gas to compete in a world of very cheap coal, falling costs and continued policy support of renewables. The growth of gas in the power sector …

Gas and renewables: competitors?

The relatively low installed base of renewables means that taking any meaningful share of new electricity going forward will require dramatic growth, more so than in the case of gas. …

Oil & gas market rebalancing

When is the oil market going to rebalance? Likewise, when is the gas market going to rebalance? Why the difference in oil and gas markets? Do you agree with the …

Future of LNG supply

The development of unconventional gas sources inside and outside North America, the trajectory of gas demand in Asia, and the evolution of oil prices will influence future global LNG supply. …

Future of LNG demand

Forecasting LNG demand is a difficult task. LNG demand is closely tied to general global economic growth, level of energy efficiency, and the cost and availability of competing energy sources …

Oil & gas glut post 2014

The global liquefied natural gas (LNG) market is currently oversupplied and stricken with low demand and prices. LNG makes up about 10 per cent of the current total natural gas …

A buyer’s market

The future for LNG at least for the next 5-10 years, looks set to be a buyers’ market. The global LNG market has been a seller’s market ever since the …

Gas trading hubs

US henry hub The link to oil pricing has been completely broken in the US, where the explosion of shale gas activity has created an extremely liquid market for gas, …

How the LNG Market is Changing

Although there are still divergent views about the role of natural gas, the continued global support for natural gas is significant. The LNG Market Natural gas has the potential to …

Golden age of natural gas

For many years, the outlook for natural gas and LNG has been very optimistic. A golden age for natural gas was near, according to the International Energy Agency in 2011. …

Summary of Week 2

Oil prices have declined by roughly 70% since peaking in the middle of 2014. The U.S. oil rig count–a common measure of drilling activity–peaked in late 2014 and has since …

Future of US shale

Shale 2.0 Through drilling innovation under two years’ low oil prices, North America is producing oil cheaper. The median North American shale needs a crude price of $30-40 a barrel …