Big Story: The Ceasefire Unwinds Asia's Energy Security Pivot
The Ceasefire Unwinds Asia's Energy Security Pivot Alnie Demoral put it plainly. The fast-track solar approvals that governments across Southeast Asia accelerated in the wake of the Hormuz crisis were "largely a short-term response rather than a long-term direction," the Ember analyst said last wee...
Opinion
Opinion: Shell's LNG Forecast Is Right in the Long Run, and Wrong Right Now
Shell's LNG Forecast Is Right in the Long Run, and Wrong Right Now On June 30, Shell published its annual liquefied natural gas market outlook, projecting that global demand would reach nearly 700 mi...
Opinion: China's Coal Buildout Has Already Changed the LNG Map
China's Coal Buildout Has Already Changed the LNG Map JKM, spot LNG delivered to Japan, closed Friday at $16.07 per MMBtu. TTF, the European gas benchmark, closed at $45.19. The $29 gap between them ...
Opinion: Japan's Nuclear Restart Will Move Europe's Winter Gas Price
Japan's Nuclear Restart Will Move Europe's Winter Gas Price Kashiwazaki-Kariwa holds seven reactors and 8.2 gigawatts of installed capacity, making it the largest nuclear power station in the world. ...
Opinion: OPEC's price problem starts inside its own borders
OPEC's price problem starts inside its own borders When the UAE ended 57 years of OPEC membership on May 1, it took something with it: 1.35 million barrels per day of unused production capacity that ...