Over the last six months, LNG Canada and Golden Pass LNG final investment decisions committed nearly 30 Mtpa of new LNG supply capacity surpassing all the new LNG supply committed over the entire period 2015-17. Expectations for 2019-20 involve a record number of new LNG supply projects reaching FID. This paper provides an overview covering […]
Thierry Bros on the impact of the arrival of a new competitor (US LNG) on European prices where Gazprom has a sizeable market share and hence real market power, at the November 2017 Energetika Conference in St Petersburg.
In this presentation, Thierry Bros argues that the Dutch TTF is now the most liquid hub in Europe (in front of the UK NBP). He also analyses the dynamics of the new Groningen cap, US LNG and record Russian flows. The presentation concludes with a focus on the potential impacts of Brexit on policy and […]
There is limited scope for significantly reducing overall European dependence on Russian gas before the mid-2020s. Countries in the Baltic region and south eastern Europe which are highly dependent on Russian gas, and hence extremely vulnerable to interruptions, could substantially reduce and even eliminate imports of Russian gas by the early 2020s, by a combination […]
The great Dutch gas transition https://t.co/yg0BDUN1XY
OIES paper quoted on China’s LNG imports and energy security: Energy security may be a bigger worry for China's LNG… https://t.co/ukg2B2uMbC
New OIES paper on China-US trade war and the short and long-run implications on energy flows and energy policy: LPG… https://t.co/WoE4A26tbx
US-China: The Great Decoupling https://t.co/7qoQivxfTW