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Reversing a giant: assessing North American market impacts and project-level economics from a reversal of the Capline pipeline
Beginning in 1Q22 a reversal to southbound service of the Capline pipeline — the lone remaining major northbound flowing system out of the US Gulf ...
Review of PipeChina’s LNG terminal access in Q1 2021
PipeChina recently disclosed the Q1 2021 data on LNG terminal access services. A total of 3.94 Mt LNG was imported at its six operating terminals. ...
Review of PipeChina’s LNG terminal access in Q2 2021
PipeChina recently disclosed the Q2 2021 data on its LNG terminal access services. As the peak winter season ended, NOCs’ share declined, with more...
Russia/Ukraine crisis: Recession risk and what it means for oil demand
The combination of Russia/Ukraine conflict impacts to the global economy and persistent inflation now raises the risk of a potential recession, par...
Russian gas to China: 2019 start threatens China’s LNG import growth
Gazprom and CNPC announced they would start gas supplies via the yet-to-be-built Power of Siberia pipeline on 20 December 2019. This is early in th...
South East Asia coal, gas and power 2016 year in review and 2017 outlook
2016 saw a wave of power and LNG investments across South East Asia. We review the activity and forecast what to expect in 2017. Key content includ...
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