Alex Siow

upstream analyst by day, a dad at home by night. all views expressed are my own.

[Alex Siow @alexsiowWM]

Another one of 2018's most highly anticipated sanction - Sapura FID SK408....following Pegaga 2 weeks ago. Glad both of these projects got past the gas price negotiation. #sapura #petronas #sk408 #mlng

[Alex Siow @alexsiowWM]

#mubadala FID Pegaga today, after 1 year of delay. Looking forward to more exploration wells this year in SK320, last ditch to find even more gas

[Alex Siow @alexsiowWM]

On electric vehicle boom in China... https://t.co/zPptZovN3W

[Wood Mackenzie @WoodMackenzie]

WoodMac's Yujiao Lei: "The latest subsidies in 2018 for China favor higher-performing EVs and are likely to accelerate growth in the EV industry" https://t.co/EIrYuptm6r

[Alex Siow @alexsiowWM]

Well done to #petronas, on renewing Tokyo Gas contract for 13 years - a great achievement at the current LNG market dynamics. Next up, time to sort out Sarawak gas supply issues - hint* hint* CO2, netbacks, stranded gas. https://t.co/Q3uWDg8A7e

[Alex Siow @alexsiowWM]

@jt_woodmac can.

[Alex Siow @alexsiowWM]

Question on where oil price will be going next. Can technology sustain US tight oil? https://t.co/UaHurlJxME

[Wood Mackenzie @WoodMackenzie]

Boomtown or bust: Can technology sustain US #tightoil? https://t.co/3lCftkHlma

[Alex Siow @alexsiowWM]

My colleagues just published a detailed piece on APAC decommissioning. Definitely worth a read if you want to know about the cost, market size and ways to do it - on a budget https://t.co/RN3zsIcExZ

[Alex Siow @alexsiowWM]

#PETRONAS Christmas gift to #JXNippon = Beryl gas field. Bring this onstream before the next Christmas, via tie-in to the declining Helang CPP. Meanwhile, the Layang FPSO saga continues... #SK10

[Alex Siow @alexsiowWM]

#Malaysia 2018 licensing round; opened 20 Nov and many came with discovered resources - in line with our prediction that resource capture or DROs will be a main theme in 2018

[Alex Siow @alexsiowWM]

Comingle your gas to reduce CO2 concentration, says Hess... https://t.co/3D6z5bQQZj

[Hess Corporation @HessCorporation]

With first production of natural gas from full field development in July 2017, the world-class North Malay Basin facility was delivered safely approx. 3 years from project sanction. Learn more: https://t.co/LKEmZ6VmoS

[Alex Siow @alexsiowWM]

It's red all over SE Asia... https://t.co/M7RkgxMuB6

[Verisk Maplecroft @MaplecroftRisk]

Could SE Asia emerge as new IS frontline? Our #Terrorism Threat Index reveals high levels of risk in the region https://t.co/JzqOY2f82F

[Alex Siow @alexsiowWM]

Time for countercyclical explorers to reload those acreage positions https://t.co/P8be4kki2z

[WM Upstream AsiaPac @WM_UpstreamAPAC]

Exploration drilling in Asia Pacific is 70% lower than 2014 levels. So where next for explorers? https://t.co/j8JEDDwARj

[Alex Siow @alexsiowWM]

The only bright spot in SE Asia exploration has not been shining so brightly recently, due to fiscal & commercialisation issues. https://t.co/lTd2i1qXG7

[Julie Wilson @JulieWilson_WM]

Myanmar was a deepwater licensing bright spot a couple of years ago, but block relinquishments and dropped drilling plans take the shine off https://t.co/IQaru1WeMD

[Alex Siow @alexsiowWM]

Woodmac Asia role https://t.co/in8OBK2A14

[WM Upstream AsiaPac @WM_UpstreamAPAC]

We're #hiring! We're looking for an experienced analyst to join our exploration team in Asia. Check out the link https://t.co/U46w9h82BX

[Alex Siow @alexsiowWM]

#petronas Considering majority stakes in Daewoo Engineering. https://t.co/PUFe58V6cH

[Alex Siow @alexsiowWM]

#PETRONAS Woodmac discusses NOCs strategy - the Chinese NOCs, PETRONAS and PTTEP. https://t.co/4vNZhN8GYV

[WM Upstream AsiaPac @WM_UpstreamAPAC]

Max Petrov - "Prioritising domestic projects is definitely going to be a theme for PETRONAS" - hear more at: https://t.co/kzAXp3HWmo

[Alex Siow @alexsiowWM]

#Repsol found 5.5m net oil pay in East Jabung #Indonesia. Will there be enough oil to make this work?

[Alex Siow @alexsiowWM]

A sizeable deepwater oil field offshore Sabah, waiting to be developed. #petronas https://t.co/vX1vyAgcGv

[WM Upstream AsiaPac @WM_UpstreamAPAC]

#PETRONAS signs the Limbayong deepwater PSC offshore Sabah in H1 2017 - the field straddles three PSCS with OIIP >400 mmbbls.

[Alex Siow @alexsiowWM]

Cambodia opening up to oil and gas investment, we see potential of only 120mmboe, not high... https://t.co/3FyOenjbog

[WoodMac Fiscal @WMGKellas]

Cambodia changes fiscal terms to enable first oil development to go ahead. https://t.co/fJiSZwrUF8

[Alex Siow @alexsiowWM]

A Major moves - Total on Maersk Oil. Hear Woodmac's view on this unexpected yet bold deal https://t.co/LBK2rLGgHo