LNG

Gas&LNG Commercial, Sales and Marketing Business Analyst

[LNG @LNGanalyst]

@ElonMuskAOC 96 (8+8*11), but I read also a 52 (8+4*11), 50/50 probability, dépend if you like more maths or geometry

[LNG @LNGanalyst]

@LNG_Investor_ LNG is a capital intensive market and financing has been never expensive as this years, I struggle that in the current volatile environment many buyer would be ready to commit and on the other side the big portfolio owner has already a long pipe of project to sell

[LNG Investor @LNG_Investor_]

🇺🇸US #LNG terminal developer ⁦@TellurianLNG⁩ is working with @bakerhughesco to secure long-lead items for its Driftwood project, while engineering and construction giant @Bechtel continues to progress initial work at the site in Louisiana. $TELL https://t.co/Z2X9xbYi4a

[ian bremmer @ianbremmer]

“protect our wildlife, before it’s too late.”

nicely done, wwf

[LNG @LNGanalyst]

@LNG_Investor_ @Venture_Global Did u have any doubt? Congrats

[LNG Investor @LNG_Investor_]

🇷🇺Russia's natural gas production dropped by 140 bcm since its invasion of Ukraine

As Russia's gas storage sites are getting full, the shut in of some of the older fields looks increasingly likely, causing permanent damage to the country's upstream sector.

#LNG #NatGas

[LNG @LNGanalyst]

@michaeltanchum How long does it take to be clear it is a no sense?

[LNG @LNGanalyst]

@SusanSakmar @GIIGNL Looking at the Buyers name it is clear that LNG is going to be an aggregator game, no more final users ready to take whole value chain risk

[Susan Sakmar @SusanSakmar]

Great reminder of all the #LNG #USLNG contracts signed in 2022 from the just released @GIIGNL Annual Report 2023. And even more deals have been announced in 2023 with the year yet to play out. The global gas industry did not waste a crisis! #Europe #Ukraine #Russia #natgas #ONGT #OOTT

[LNG @LNGanalyst]

@MStoppard TTF is going with DES, mix of products for FOB… I would exchange FOB with DES for a ceiling on the price.

[LNG @LNGanalyst]

And if renouncing to the #Wagner were the first step of @Putin into a negotiation with #international community? Accusing Wagner of the Ukrainian war crime is the next step? #Ukraine #russia

[LNG @LNGanalyst]

@MStoppard Hedging on short term and Chinese GDP growth are main variable to take into account, however I think that more than prices is volatile the largest burden for industrial demand

[The Economist @TheEconomist]

Henry Kissinger turns 100 today. Nobody alive has more experience of international affairs. In his view, the fate of humanity depends on whether America and China can get along https://t.co/y8cM9L43WI

[LNG @LNGanalyst]

@MStoppard @osborneja It is going to stay till China demand growth would not come back

[Michael Stoppard @MStoppard]

Answer—yes. Includes my thoughts. Don’t hold your breath waiting for a return of russian piped gas. @osborneja

[EIA @EIAgov]

#TodayInEnergy - U.S. #naturalgas production and #LNG exports will likely grow through 2050 in #AEO2023 https://t.co/C06NQ4CJKV

[Elon Musk @elonmusk]

MetamorphosisAI

[Susan Sakmar @SusanSakmar]

Day 3 #CERAWeek is focused on #natgas.
Michael Stoppard asks #European gas panel: “Prices are down - is the crisis over?” Panel: No, no, no, no
Why? Prices are still high in Europe and industry can’t be competitive with $15/mmBTU gas. #LNG #USLNG #ONGT

[LNG @LNGanalyst]

@SusanSakmar Gas crisis is not over, Europe is less dependant by Russian volumes, but Algerian and LNG trader are not most reliable friend to go out for a long time. Everyone hopes that last summer errors would not repeated, but eu gas system is fragile and would not resist to other shocks

[Francesco Sassi @Frank_Stones]

🇪🇺European natural gas futures slumped below €50 for the first time in 17 months as the region’s worst energy crisis in decades recedes, but with signs that further price declines are unlikely.
How will we end this winter?
What's coming next for the🇪🇺energy security?