Big Story: 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 week. JKM, the Asian LNG benchmark, stood at $16.07 per…
Opinion
Opinion: 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 million tons annually by 2050, a 65 percent increase from the 422 mill…
Opinion: 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 is wider than it has been at almost any point in the LN…
Opinion: 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. It sits on the Sea of Japan coast. TEPCO has been inching tow…
Opinion: 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 had been sitting idle under the cartel's quota syste…