Jamison Cocklin

Managing Editor-LNG @ Natural Gas Intelligence, covering North America's role in a global market. Bruins guy in Penguins country.

[Jamison Cocklin @JamisonCocklin]

“The space industry represents a severely under-appreciated source of natural gas demand growth.” @NGInews

https://t.co/vLh9p3YTrp

[Jamison Cocklin @JamisonCocklin]

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:

https://t.co/7JMrn1fD1e

[Jamison Cocklin @JamisonCocklin]

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

https://t.co/7JMrn1fD1e

[Natural Gas Intel @NGInews]

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… https://t.co/ehYZxEWR41

[Jamison Cocklin @JamisonCocklin]

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
https://t.co/FVhArbeboB

[Natural Gas Intel @NGInews]

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… https://t.co/VhVX1wuSt2 #NatGas #ONGT

[Natural Gas Intel @NGInews]

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… https://t.co/M4E0wvXQ48

[Natural Gas Intel @NGInews]

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… https://t.co/8pN835W8vp

[Natural Gas Intel @NGInews]

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. https://t.co/pS4hgW9SbX

[Jamison Cocklin @JamisonCocklin]

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

https://t.co/AtPpcPSrRP

[Natural Gas Intel @NGInews]

LNG Canada Commissioning Progresses as Exports Rise, Flaring Continues: Exports from LNG Canada have continued to reach new milestones as first phase commissioning progresses, but flaring events also persist. https://t.co/2ke5ahTqRx

[Jamison Cocklin @JamisonCocklin]

Interesting assessment here from USGS as Western Haynesville activity increases and LNG demand is growing significantly. More from @NGInews:

https://t.co/rfXi374Dfq

[Jamison Cocklin @JamisonCocklin]

Golden Pass LNG prepares to export its second LNG cargo since the first train came online in late March. @NGInews @jd_journalism

https://t.co/zloRT8hhkx

[Ira Joseph @ira_joseph]

Canada is no longer thinking north/south when it comes to trade; it's thinking east/west. The same can be said for Mexico. It has become a geopolitical necessity and will extend to vehicles, minerals and metals. The US market is going from necessity to choice. @ColumbiaUEnergy

[Jamison Cocklin @JamisonCocklin]

Another Canadian LNG export project could move ahead before the end of the year @NGInews

https://t.co/lPPy42KzGc

[Natural Gas Intel @NGInews]

Golden Pass LNG Train 2 Could Be Mechanically Complete by Year-End: ExxonMobil expects the next two trains at Golden Pass LNG to reach key construction milestones over the next year, positioning the Texas export project to add substantial US supply as… https://t.co/i7bmAUAd72

[Jamison Cocklin @JamisonCocklin]

TC Energy is moving ahead with a new project that could ultimately expand Appalachian natural gas takeaway by 2 Bcf/d to meet surging power demand in the PJM market, part of a broader wave of Appalachian midstream projects after years of inactivity.

https://t.co/SmBOBYk0H7

[Jamison Cocklin @JamisonCocklin]

Shell has increased its incentives to move forward with the second phase of LNG Canada with its acquisition of Arc Resources.

https://t.co/nhCLWOJx77

[Jamison Cocklin @JamisonCocklin]

Latest @NGInews podcast here. We discuss how conflict in the Middle East is impacting the North American natural gas and LNG markets. 👇

https://t.co/XSu5jDd2Gb

[Jamison Cocklin @JamisonCocklin]

Expand Energy has terminated its first SPA with Delfin LNG. It has signed another, though, giving it more offtake and earlier access to volumes if the project moves ahead.

https://t.co/EKKPcywrit