Staggering amounts of money are being left on the table by the inability of US LNG producers to utilize capacity in full. #LNG output peaked in April and has declined since despite the opening of Golden Pass, CC stage 3, and expansion approval at VG Plaquemines. @ColumbiaUEnergy
@EnergyQuest released its November LNG Report. Role of gas is moving to more firm energy peaking support. LNG is good fit as it adds gas supply and capacity either with diverted feedstock or LNG imports, in supporting of the transition net zero-carbon.
https://t.co/EcYPxGaXAJ
EnergyQuest finds that future gas supply issues are acute for the seasonal winter peaks of Victoria and NSW. The states will be reliant on LNG imports within a few short years, or there simply won’t be enough gas supply to meet demand. https://t.co/rakTTfcy2k #auspol
EnergyQuest’s latest report finds that future gas supply issues are even more acute when the seasonal winter peaks of Victoria and NSW are considered. There is only enough supply to meet 70% of NSW/ACT demand in the winters of 2026, 2027, 2028. #ausgov https://t.co/nra83OfrWy
@energquest Australian monthly LNG report released. Does the world need any more LNG projects? Maybe no new ones, but a good argument for ensuring the trains we do have are full. Record LNG shipments from Qld - 104.9% of the nameplate capacity. #ausgov https://t.co/5lMZ4uFBBO
Lowest Spark30-174 #Atlantic#LNG#Freight rates on record
Spark30S Atlantic spot freight rates have reached record-low levels, currently pricing in at $18.25k/day - this is the first time that Spark assessed rates for 174k 2stroke LNG vessels have dipped lower than $20k/day.
@EnergyQuest has released a new report on Australia's CCS industry. By 2035, CO2 storage rate is expected to be only 34 Mtpa, or 23% of the required 150 Mtpa.
By comparison, in 2022 Australia’s top nine emitters produced 42 Mtpa. #auspol https://t.co/ChXNHiBZVI
@EnergyQuest releases its Australian LNG Report for September. Lagging renewables in North Asia may mean more LNG. Japan, Korea, and Taiwan are 1/3 of global LNG imports, but following different paths. https://t.co/Gqa9liF9Os #auspol#LNG
@EnergyQuest has released its annual deep analysis of the WA gas market, and asks is this the 'calm before the storm?'. WA’s domestic gas market is likely to see significant supply shortfalls from 2029, and few options to fix it. #ausgov https://t.co/25bs5cT49s