Managing Editor-LNG @ Natural Gas Intelligence, covering North America's role in a global market. Bruins guy in Penguins country.
Pittsburgh, PA
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Timely as summer nears an end. Free download here 👇
NGI’s latest Special Edition, Under Pressure, examines the infrastructure constraints and regional risks that could put pressure on the natural gas market during periods of extreme cold. ➡️tinyurl.com/m8vardxk
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The dip at Freeport LNG amid major work has combined with strong gas production to keep US prices in check.
Supply is keeping pace with demand and rigs have been added to build into the winter premium in recent weeks. Output shows no signs of slowing.
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"Robust US production is absorbing demand spikes from scorching heat."
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Jamison Cocklin retweeted
Delfin Advances FLNG2 With MidOcean Deal, Early Equipment Order: Delfin Midstream took a key step toward the targeted final investment decision (FID) of its second floating LNG (FLNG) vessel offshore the Louisiana coast with a tentative equity agreement… dlvr.it/TTYJwQ
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Deliveries to Golden Pass LNG have steadied after dipping in June as the plant continues to ramp up and are flowing at right around three quarters of Train 1's capacity, according to NGI's Entropic Analytics.
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The forward curve shows natural gas traders are confident US production can keep pace with an outlook for record L48 demand that's being driven by LNG exports and power consumption. @NGInews
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"Major maintenance" scheduled to start a Freeport LNG Friday.
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The European gas storage gap continues to grow. Prices are higher now than they are for winter and beyond, providing little reason for storing gas to be sold later. Ongoing supply disruptions in the Middle East are a culprit. @NGInews
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“Tanker traffic through the Strait of Hormuz has essentially stopped, which tells you more about risk perception right now than any statement from Washington or Tehran.” @NGInews
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A look back at LNG Canada's first year and what it's meant of natural gas supply in Western Canada. @NGInews
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“The space industry represents a severely under-appreciated source of natural gas demand growth.” @NGInews
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ICYMI: Consensus is brownfield expansion projects are likely to lead the next wave of U.S. LNG supplies not new, more costly terminals. More here:
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Incumbent U.S. LNG operators like Cheniere and Venture Global are advancing some big expansions, and they have an advantage to get those across the finish line for a variety of reasons. @NGInews
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Jamison Cocklin retweeted
Heat, Iran War Clash Against Rising Supply for Mixed Natural Gas Forward Prices: Strong heat projected for much of the country in June is supporting near-term natural gas prices, but much of the curve heading into next year has declined as the market… dlvr.it/TSmKr4
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The U.S. is sending more LNG to Asia, with cargo diversions from Europe increasing sharply this month as the Strait of Hormuz remains shuttered. @NGInews
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Jamison Cocklin retweeted
New Episode: The Hormuz Paradox: Will Higher Crude Oil Output Crush US Natural Gas Prices?: The global energy market has entered a period of stark contrasts: a sudden structural deficit in global crude oil on one side, and a looming wall… dlvr.it/TSm2Pm #NatGas #ONGT
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Jamison Cocklin retweeted
Panama Canal Outlook Eases Near-Term Risk for US LNG Shipments to Asia: The Panama Canal Authority (ACP) reported it does not expect restrictions on the critical waterway this year, offering a measure of relief as the call for US LNG from Asian buyers… dlvr.it/TSgcZt
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Jamison Cocklin retweeted
When Will AECO Natural Gas Prices Find Support? RBN’s King Gives Clarity: Click here to listen to the latest episode of NGI’s Hub & Flow featuring RBN Energy’s Martin King, managing director North America and NGI in a deep dive on the Canadian natural… dlvr.it/TSXVwT
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Jamison Cocklin retweeted
Commonwealth LNG Gets Green Light as US LNG Boom Continues: Caturus on Friday sanctioned the $13 billion Commonwealth LNG project, saying construction on the 9.5 Mt/y export facility in Louisiana would start immediately. dlvr.it/TSYWFM
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The Western Haynesville in East Texas is starting to get more attention and could meet a projected supply gap on the Gulf Coast being driven partly by LNG exports. Higher natgas prices and lower costs will be needed to spur that kind of growth. @NGInews
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