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 […]
As discussed in a recent OIES note, Beijing moved to tax crude oil, butane, petcoke, and asphalt and will also like… https://t.co/GzPtBuQda3
.@katyafimava on #NS2 for Lithuanian broadcaster: by choosing not to delay a permit further, Denmark would be suppo… https://t.co/aAfL7JKGJZ
New OIES paper: Oilsands firms have shown financial resiliency through cost reduction & vertical integration but se… https://t.co/npp6Nff3mL
Saudi Arabia’s Next Oil Move https://t.co/3SxvDUpSWE