“When she awakes she will shake the world.” Thanks for the insight Napoleon, but having woken, what happens when China falls ill? A weak Chinese economy creates a complex demand outlook for an LNG market in the midst of an expansionary supply-side phase. [Gas in Transition, Volume 3, Issue 8]
While the nature of Cheniere’s business has enabled the stock to show some gains while natty was bouncing around at a depressed level, the jump in natural gas prices that I envisaged back in May could well be coming soon
Future gas supplies continue to increase as the energy industry innovates, improves processes, optimizes resources, invests in efficiency and reduces emissions, but lack of takeaway capacity constrains the industry
The government in Tripoli is eager to expand oil and gas production, even though difficult tensions with the rival Libyan National Army and general lawlessness persist. [Gas in Transition, Volume 3, Issue 8]