Michael Stoppard

Kibbitzer. Global #gas, #LNG markets, European #energy policy, and serendipity.

[Michael Stoppard @MStoppard]

@bataille_chris The word ‘eventual’ is doing a lot of heavy-lifting here

[Michael Stoppard @MStoppard]

This comes just one month after Caturus reached FID on the 9.5 Mmtpa Commonwealth LNG. A big vote of confidence in US LNG. https://t.co/wnv3yn0sJy

[Michael Stoppard @MStoppard]

Another major step forward for US LNG. At 4.4 Mmtpa set to be the world’s largest largest floating LNG plant. Key to success, as usual, is the combination of strategic partners and investors. #flng #lng https://t.co/V5eVNXYQcw

[Michael Stoppard @MStoppard]

Another major step forward for US LNG. At 4.4 Mmtpa set to be the world’s largest largest floating LNG plant. Key to success, as usual, is the combination of strategic partners and investors. #flng #lng https://t.co/V5eVNXYQcw

[Michael Stoppard @MStoppard]

Different for natural gas. Apocalyptic forecasts were largely vindicated in 2022, but not for 2026 when alternative supplies have been strong

[Robin Brooks @robin_j_brooks]

I've now seen 2 shocks - Russia-Ukraine in 2022 and Iran now - where oil analysts made apocalyptic forecasts and told us markets would break. Both times this was nonsense. Here's Korean oil imports (lhs) and what it paid for those (rhs). Nothing broke...
https://t.co/1nWeEHBXB9

[Michael Stoppard @MStoppard]

https://t.co/lBAR4e026Y

[Michael Stoppard @MStoppard]

@RBReich @RBReich What is the total pay of all US CEOs and what is the total pay of the entire workforce? What would the increase of the typical worker have been if the CEO ‘additional’ pay were allocated across workers?

[Michael Stoppard @MStoppard]

As they say: the age of coal came to an end at the beginning of the last century—since when it has done nothing except grow

[Javier Blas @JavierBlas]

VIDEO COLUMN: The world has never used as much coal as it’s burning this year.

In the age of the climate crisis, King Coal still reigns. Above all, in China, which accounts for >50% of global demand.

#CoalTwitter #ClimateCrisis @opinion
h/t @Michaelj628

[Michael Stoppard @MStoppard]

Finally took the plunge today and had a smart meter installed. Possibly a mistake: I asked the installer if he had smart meters himself and he replied ‘no way’…

[Michael Stoppard @MStoppard]

What a truly brilliant design—human or AI?

[Renaud Pila @renaudpila]

Quelle Une. La France du centre en voie de disparition

[Michael Stoppard @MStoppard]

Here in Dubai for MPGC but…the last two taxis I caught were both Teslas! Taxi driver says big shift in last 18 months. #mpgc

[ENOC @enoc_official]

Get ready for the biggest event in the oil and gas industry! We're excited to announce that we'll be hosting and sponsoring MPGC 2024. Learn more at https://t.co/l6Nw0BGRCW

[Michael Stoppard @MStoppard]

@fbeirao What’s the source here? Different numbers between 4 and 30 are being tossed around

[Michael Stoppard @MStoppard]

US LNG delivered to Europe and Asia will likely cost at least double the gas prices enjoyed by US industry—simply reflects the multi-billion dollar costs of LNG.

[Michael Stoppard @MStoppard]

There is a growing energy cost advantage for countries self-sufficient in gas versus those dependent on high cost imports. The German exit from nuclear and the loss of Russian pipeline gas did not cause this disadvantage—they exposed it, brutally

[FT Energy @ftenergy]

German industry unlikely to fully recover from energy crisis, warns RWE boss https://t.co/gfHPnzmbuj

[Michael Stoppard @MStoppard]

The way this might have been avoided would have been to foster the development of Europe’s own considerable shale gas resource. But even in this case, I feel Europe would still be dependent on LNG imports at the margin.

[Michael Stoppard @MStoppard]

Thank you @ceraweek, and it’s a clean sweep for natural gas on all 5 days!

[Jonathan Scharff @JScharff1]

Update as we near the end of #CERAWeek. Of the 9,300 total mentions tracked by @TeamAvoq Insights on the conference, Natural Gas was by far the most prominent discussion theme.

[Michael Stoppard @MStoppard]

The overlooked fuel—not so overlooked?

[Jonathan Scharff @JScharff1]

Nearing the end of Day 3 at #CERAWeek. So far there has been over 6,700 total mentions on Twitter/X with “natural gas” continuing to be the most prominent discussion theme followed by “energy transition”, “renewable energy” and “hydrogen.”

[Michael Stoppard @MStoppard]

An important inflection point?

[Chris Williamson @WilliamsonChris]

Worldwide #manufacturing returns to growth: February's #PMI surveys showed business conditions improving for the first time in 18 months, but also sent a warning signal on #inflation. https://t.co/CPz8Og2vda

[Michael Stoppard @MStoppard]

On recency bias

[Michael Stoppard @MStoppard]

Qatar raises its LNG target from 126 to 142Mtpa. All eyes turn now to see whether Russia responds re PoS2 pipeline https://t.co/mhnzPJIBXh

[CLIA | Cruise Lines International Association @CLIAGlobal]

🟢 Cruise lines are innovating for the future — today. The world's newest cruise ship is powered by LNG, a transitional fuel, and features the first waste-to-energy plant at sea. 🛳️ #WeAreCruise
https://t.co/jBE9apNA55