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Showing posts with the label morgan shields consulting

Yale Professor and CNBC: Value add or Obvious Discourse?

Yale professor Stephen Roach jumps on the criticism wagon in his latest comments, including stating that Trump's latest leaked tactics would be 'unmitigated disaster'. Unfortunately, while concluding the unarguable, he, not unlike many in the press and university system, fail to examine long term implications of negotiation tactics. This short-sided view, along with CNBC reporting of it, appears to be more of a methodology designed to criticise and headline, rather than to create a recommendation or create balance. US pulling investment from China would be an ‘unmitigated disaster,’ says Yale’s Stephen Roach Lizzy Gurdus PUBLISHED SAT, SEP 28 2019 8:45 AM EDT US pulling investment from China would be an ‘unmitigated disaster’ U.S.-China trade talks have hit another snag. The next chapter in the saga involves the Trump administration considering cutting back on investments in China , a source familiar with the matter told CNBC Friday. St...

Natural Gas May See Price Relief with LNG Exports

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BUSINESS LNG industry expected to balloon after investment decisions due Sergio Chapa   Sep. 20, 2019   BUSINESS // ENERGY SERGIO CHAPA Magnolia LNG lands liquefied natural gas supply deal to Vietnam BUSINESS // ENERGY SERGIO CHAPA Slideshow: Five LNG export terminals now operating in United... LNG industry expected to balloon after investment decisions due in 2019 Sergio Chapa Sep. 20, 2019 Bahamas-flagged tanker named LNG Jurojin carried the first shipment of liquefied natural gas from the Freeport LNG export terminal near the Brazoria County town of Quintana on Tuesday, September 3, 2019. The first production unit has been completed but construction continues for two more. Once all three are in operation, the liquefied.  The first production unit has been completed but construction continues for two more. Once all three are in operation, the liquefied natural gas facility will be able to produce up to 15 million metri...

McKinsey says Asia Accounts for Most Growth Though 2035

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McKinsey report: Gas the only fossil fuel to rise in demand through to 2035 China, ASEAN, and South Asia to account for 95% of global LNG demand growth until at least 2035 Carla Sertin Sep 15, 2019 McKinsey Energy Insights, the global energy market intelligence and analytics arm of McKinsey & Company, today launches its Global Gas and LNG Outlook to 2035. The report reveals that gas is the only fossil fuel expected to continuously rise in demand through to 2035 and sets out a vision of a very different gas and LNG market dynamic. The report reveals that, in 2018, China emerged as the world’s biggest importer of gas and LNG, overtaking Japan, and second biggest importer of LNG, overtaking South Korea. McKinsey expects demand to continue rising in the region, with China, ASEAN, and South Asia to account for 95% of global LNG demand growth until at least 2035. Total gas demand is set to rise by 0.9% p.a., while Asian gas demand is set ...

Some Say the US Second Wave of LNG is Here, Now

Surf’s Up: Second wave of LNG is here The long-anticipated “second wave” of liquefied natural gas projects is here as tsunami of final investments decisions get made and construction contracts awarded, executives and analysts said. With construction of export terminals sanctioned during the first wave nearing completion, a second round of large LNG export projects are planned from the Texas Gulf Coast to Africa to the Arctic Circle. A joint venture between Exxon Mobil made a final investment decision in February on the $10 billion Golden Pass LNG export terminal in the southeast corner of Texas. The Woodlands oil and gas company Anadarko reached a final investment in June for the its $20 billion offshore Mozambique LNG project in southeast Africa. Earlier this week, Russian natural gas company Novatek awarded a $7.6 billion construction contract to oilfield service company TechnipFMC to build the Arctic LNG 2 export terminal on the Gydan Peninsula of Siberia. The Arctic Circle p...

Business-Friendly, Energy-Friendly Policies Continue to Benefit the United States

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Monthly U.S. Crude Oil Production Tops 11 Million Barrels Per Day for First Time Ever BY  JOHN GLENNON , scott shields repost, reposted by scott shields, houston, scott shields katy  NOV. 01, 2018   Leave a Comment 56 Shares 4   37   4   The Energy Information Administration (EIA)  released  data today that show monthly U.S. crude oil production surpassed 11 million barrels per day (p/d) for the first time time ever in August. This volume of production is more than double the level of crude oil produced by the U.S. in 2008 and confirms  earlier predictions  from the EIA that the U.S. would overtake Russia to become the world’s top crude producer this year: “U.S. crude oil production exceeded the Russian Ministry of Energy’s estimated August production of 11.2 million b/d, making the United States the  leading crude oil producer in the world .” (emphasis added) Of course, U.S. oil and natural gas producti...