I’ve decided to stop posting to the Energy Investment Strategies web site and to take the site down eventually. There are two reasons. One is that I need to concentrate my efforts on fighting my cancer. The other is that I think to a large extent my original aims for this site have been accomplished. The site was started to educate investors about “peak oil”, its implications for potential future energy shortages, related increases in the importance and value of energy-related equities, and ways investors can best participate . …
Entries Tagged as 'LNG'
Final Newsletter: October 21, 2009
October 21st, 2009 · 55 Comments
Tags: China, India and the Pacific Rim · Investment Ideas · LNG · Megaprojects · Peak Oil · Price of oil · Rare Earth Element Miners · The Economy · demand for gas · price of natural gas
Dimensions of a Possible Natural Gas Glut
September 4th, 2008 · 6 Comments
An excellent analysis of U.S. natural gas supply prospects and recent history has been posted at The Oil Drum. It fleshes out a much discussed conclusion that new finds of unconventional gas combined with better extraction techniques could yield much higher NG production. In fact production has recently been increasing - by as much as 8% according to this article. My sense is that there are two potentially large new sources of demand that could ultimately cause NG prices to rise again. One is transportation. A lot of new …
Tags: LNG · NATURAL GAS · shale and coal bed methane · supply of gas · vehicles powered by NG
Excellent Gazprom Analysis
July 10th, 2008 · No Comments
http://www.stockmarketnotes.blogspot.com/ Wednesday, May 7, 2008 Gazprom Releases Official Projections of Natural Gas Production: Is It Realistic That Gazprom Increases Output Through 2030? Gazprom, Russia’s largest company and the world’s largest natural gas producer, has released projections for future expected production of natural gas until 2030 on its website, which overall show moderately growing production and comfortable maintenance of gas export capacity. Gazprom’s projections stand in contrast to doubts raised by several analysts (the reports of whom will be discussed below) as to whether or not …
Tags: LNG · NATURAL GAS · Natural Gas Stocks · Russia · supply of gas
New NG Projects Outside N. America Delayed
May 21st, 2008 · No Comments
The Economist reports that Shell has at least temporarily withdrawn from the Iranian NG project to integrate the South Pars field with an LNG processing plant. The withdrawal reflects both political objections specific to Iran and more general global conditions of higher costs for capital projects that are causing many cancellations and delays. This report seems to confirm the reasoning behind concerns in Europe and Japan in regard to the adequacy of natural gas supplies and possibility of shortages starting in 2010, as discussed in an earlier post. …
Tags: LNG · supply of gas
Newsletter #14: May 2, 2008
May 2nd, 2008 · 18 Comments
Crunch Time Time for Natural Gas Current Oil Outlook It IS the dollar! First the April numbers. The EIS portfolio was up 11% for the month, about the same amount as the oil and services indexes, a bit better than the S&P. Year to date being up 8% is good relative performance. About 3% of it was due to the options on futures strategy. I added an option on some late 2011 natural gas futures contracts. I also disposed of most …
Tags: LNG · NATURAL GAS · Newsletter · OPEC · Predictions · Price of oil
Natural Gas: a View from Europe
April 25th, 2008 · 1 Comment
Since natural gas is more of a regional market than oil, which is more global, we Norte Americanos tend to estimate future gas prices with reference to factors such as likely Canadian supply and local inventory levels. But imports of LNG are increasingly important to our continent’s gas price. To obtain LNG deliveries, our terminals bid against those in Europe, Asia, and elsewhere. Recently our gas prices have been lower than some abroad thus diverting some LNG shipments away from the the U.S. In Europe and Asia these days …
Tags: LNG · NATURAL GAS · supply of gas
Asian Demand Pushes Up U.S. Natural Gas Prices
April 19th, 2008 · No Comments
One of the things I love about the Financial Times (the “pink” paper) is that their articles are short and to the point and they do not bleed from one page to another. Anyway, the following piece from today’s paper puts further flesh on the bones of my recent LNG post to the point that U.S. natural gas prices are under pressure from the higher prices extant in other countries because U.S. ports are being outbid for LNG shipments. This piece highlights Asian demand factors. It also describes changing …
Tags: LNG · demand for gas · price of natural gas · supply of gas
Natural Gas Prices May Have Further to Go for Good Reason
April 18th, 2008 · 2 Comments
An in-depth report on the market for natural gas in today’s Wall Street Journal focuses on the competition between the U.S. and Europe for LNG. The price of gas over there is around $20 per mmcf, nearly double that here. So there is good reason to suspect that over time the two prices will come closer as either supplies loosen up there or prices rise here in order to attract more LNG. Most of the fundamentals that I have notice recently suggest prices will more likely remain high in …
Tags: LNG · demand for gas · price of natural gas · supply of gas


