China cannot meet US energy import targets

China cannot meet US energy import targets

Has only 5% of agreed amount

Outlook & analysis

10 AUGUST 2020
Carnage, bloodbaths and impairments, all part of a good reporting season 

Carnage, bloodbaths and impairments, all part of a good reporting season 

Two quarters of carnage before half-year results 

Outlook & analysis

07 AUGUST 2020
Is the LNG bloodbath just the beginning 

Is the LNG bloodbath just the beginning 

Two quarters of carnage before half-year results 

Outlook & analysis

07 AUGUST 2020
Gas demand will grow this decade as Australia loses top export spot

Gas demand will grow this decade as Australia loses top export spot

Middle East, US, Russia to supply more gas to hungry markets 

Outlook & analysis

07 AUGUST 2020
LNG exports up for year, value down: EnergyQuest

LNG exports up for year, value down: EnergyQuest

Lagged oil price starting to bite, but exports to China far higher than contracted

Outlook & analysis

17 JULY 2020
US LNG capacity running at 25%

US LNG capacity running at 25%

Little fears for Oz's top spot but EIA sees price recovery 2021 

Outlook & analysis

08 JULY 2020
Santos approved for Barossa production license

Santos approved for Barossa production license

Despite sanction delay NOPTA moves field from RL to PL offshore NT 

Development

06 JULY 2020
Oil-linked LNG market share decreasing

Oil-linked LNG market share decreasing

Gas-on-gas competition rising: International Gas Union

Outlook & analysis

03 JULY 2020
Australian LNG could take $20B LNG earnings hit 2021

Australian LNG could take $20B LNG earnings hit 2021

Oil prices, spot prices, demand, exchange rates, Prelude blamed 

Outlook & analysis

29 JUNE 2020
East coast gas still at historic lows

East coast gas still at historic lows

Prices still higher than LNG netbacks, however

Outlook & analysis

15 JUNE 2020
COVID-19 hitting Oz LNG exports 

COVID-19 hitting Oz LNG exports 

Worse to come as prices to fall further: EQ 

Outlook & analysis

15 JUNE 2020
Slugcatcher and the turning of the pipeline worm

Slugcatcher and the turning of the pipeline worm

With LNG prices low a west-east pipe looks suddenly attractive 

Slugcatcher

15 JUNE 2020