SG Commodities Review: The four consequences of the US shale gas revolution

SG Commodities Review: European Gas and LNG

Thierry Bros
2013.03.20

The four consequences of the US shale gas revolution

1/ US coal is displacing Russian gas in Europe

The US shale gas revolution pushed Cheap US coal and is displacing expensive gas for power generation in Europe. But, faced with record low European gas demand, Norway managed to increase its production, forcing Gazprom to act as the swing supplier.

SG Commodities Review: European Gas and LNG

SG Commodities Review: European Gas and LNG

Thierry Bros
2013.03.20

■ Norway exported a record 107.6 bcm of pipe gas in 2012, according to the gas system operator Gassco.

Will Floating LNG Revolutionise The Natural Gas Industry?

Will Floating LNG Revolutionise The Natural Gas Industry?
Posted February 21, 2013

Floating liquid natural gas, the notion of performing gas liquefaction offshore on a floating vessel near the point of extraction, has seen a growth in interest since around 2006. Several companies prepared a Floating LNG concept and performed research to develop some non-existing, though indispensable, technological components. During the following years, the industry was marked by some long debates about whether the technology had progressed sufficiently for the deployment of the first unit. After years of discussion and investments, the first Floating LNG project, Shell’s Prelude, has finally been announced in 2011. Today the industry counts over 20 other FLNG projects and its business is sized to exceed 60 Billion USD for the next decade.

http://theenergycollective.com/celinerottier/189491/will-floating-lng-revolutionise-natural-gas-industry

US LNG export capacity seen at 70 billion cu m/year by 2020: Goldman Sachs

US LNG export capacity seen at 70 billion cu m/year by 2020: Goldman Sachs
Houston (Platts)--20Feb2013/442 pm EST/2142 GMT

The US likely would build liquefaction capacity totaling 70 billion cubic meters/yr (6.77 Bcf/d) between 2016 and 2020, according to Goldman Sachs analysts.

http://www.platts.com/RSSFeedDetailedNews/RSSFeed/NaturalGas/6177738

U.S. LNG Exports: Increasingly A Reality

U.S. LNG Exports: Increasingly A Reality
February 19, 2013 |

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The past two months have been marked by a whole series of significant announcements in the U.S. LNG sector indicating that large-scale natural gas exports from the U.S. and Canada are firmly on track to become a reality. The headlines included three major long-term LNG supply agreements and the decisions by Chevron and Royal Dutch Shell to take equity stakes in LNG export projects. The announcements have several important implications and suggest that the LNG exports will not only have material consequences for the North American natural gas market but are already impacting pricing mechanisms of the entire international LNG trade.

http://seekingalpha.com/article/1202741-u-s-lng-exports-increasingly-a-reality

Natural Gas Exports for U.S. Jobs, Growth, and Trade

Natural Gas Exports for U.S. Jobs, Growth, and Trade
Posted January 27, 2013

This week API, on behalf of the U.S. oil and natural gas industry, furnished comments on the Energy Department’s 2012 study of the impact of exporting U.S. liquefied natural gas (LNG). You can read them in full here, but let’s cover some of the main points:

http://theenergycollective.com/mark-green/177261/lng-exports-us-jobs-economic-growth-trade

Manufacturers are Blocking the Free Flow of LNG

http://www.energybiz.com/

Manufacturers are Blocking the Free Flow of LNG

Ken Silverstein | Jan 23, 2013

Capitalism’s invisible hand has some interference when it comes to exporting liquefied natural gas. The producers of that super-cooled fuel want to ship their product overseas but manufacturers remain defiant and are blocking their path.