Gas & LNG

Gas & LNG

  • Egyptian Gas - Can Booming Demand be Met by Rapid Supply Growth?

    Egyptian Gas - Can Booming Demand be Met by Rapid Supply Growth?

    21st April 2017

    Introduction

    After a decade of regulatory and energy policy changes, Egypt is now back on track as the largest and fastest growing natural gas market in Africa and, in parallel, is enjoying a re-invigorated upstream gas sector based on the giant Zohr discovery, go ahead for West Nile Delta (WND) and a range of other gas developments tied back to spare gas process plant capacity.

    However, future competitiveness and efficient functioning of the Egyptian gas market, both domestically and within the increasingly integrated global gas and LNG markets, relies on an aligning of several stars.

    In this article, our teams have assessed the upcoming challenges, opportunities and outlook for the Egyptian gas market.

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  • Interesting times for gas in China

    Interesting times for gas in China

    21st February 2017

    GCA's Nick Fulford and Ryan Pereira published a fascinating article in this month's Interfax Online (Global Gas Analytics and Natural Gas Daily) looking at the pivotal impact of the Chinese gas market in terms of emerging trends, challenges and opportunities.

    You can read the article on the Interfax site here, or it is reproduced in its entirety below. 

    Nick and Ryan are always available to discuss Gas and LNG in general, and have been particularly occupied lately with price reviews and arbitrations, M&A work and wider gas strategy.  Their contact details are at the foot of the article.  For other China enquiries you may wish to contact GCA's Singapore office

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  • Power Africa

    11th January 2017

    GCA is pleased and proud to have participated in the US Department of Energy’s Power Africa initiative. 

    The Energy Power initiative’s latest collaborative publication, “Understanding Natural Gas and LNG Options” was launched in Nairobi, Kenya in December, 2016.  This is a detailed guide to developing gas resources in Africa, especially via LNG, and also emphasizes the increasing importance of LNG imports across the continent, with a focus on gas/LNG to power, with the wave of FSRU/FLNG type projects under consideration. 

    GCA’s Nicholas J. Fulford, Global Head of Gas & LNG was a key contributor to the book and is pleased it is now available to a wide audience of decision makers in this important arena.  

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  • The Power of the Customer: the New Byword for LNG

    The Power of the Customer: the New Byword for LNG

    6th October 2016

    Continuing their long relationship with the Petroleum Institute of Thailand (PTIT), GCA is pleased to share this special article published in the June edition of PTIT Focus.  It was written by our own Nick Fulford and Ryan Pereira of GCA's Gas & LNG Team.

    You can view the full article on the Petroleum Institute of Thailand website here, or download a copy of the article here.

    Further related articles are planned so keep following the activities of both PTIT and also GCA's busy Gas & LNG team.  Several more of GCA's Gas & LNG articles are available through the "More Insight" links to the right of this page. 

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  • LNG pricing - all change!

    21st July 2016

    One of the most popular articles in this week's Interfax Global Energy has been the following article from GCA's Global Gas & LNG Practice.

    Changes in LNG pricing - with sellers under pressure, and buyers gaining power, what it could mean for Asia is assessed in this contributed feature from Nicholas Fulford and Ryan Pereira of GCA.

    Either read the article on the Interfax website here or below, or download a copy here.

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  • Six Opportunities In The Seas Of An LNG Glut

    Six Opportunities In The Seas Of An LNG Glut

    11th July 2016

    There are six potential opportunities that could arise from new dynamics in the LNG industry. The six opportunities will spur demand for vessels or improve LNG shipping efficiency. 

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  • LNG Value Chain Seminar - Risks and Opportunities for Gas Market Participants.

    7th July 2016

    Here at GCA, we believe that whichever part of the LNG value chain you participate in or support, a comprehensive understanding from the "well head to the gas burner tip" is essential to ensure that you extract the maximum value whilst managing risks appropriately.

    This interactive seminar comprises presentation, discussion, practical case studies and worked examples.  It sets out a brief historical context for today's sophisticated LNG sector, and how the current approach to project structuring, partnerships, engineering and optimisation, gas sale and purchase arrangements and related marine features are organised, as well as how these features interact with resource management and reserves determination, project economics, and the increasingly complex global competitive pricing situation. 

    You can read on for more details of the seminar content, or download the material here

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  • The Changing Face of LNG Shipping

    16th June 2016

    The London LNG Shipping conference is rapidly sailing into view.  The conference theme this year is: "The Changing Face of LNG Shipping."

    GCA's Ryan Pereira (Principal Commercial Manager - Global Gas & LNG) will be speaking on Tuesday 28th on the subject of  "LNG Pricing: The new global paradigm - implications for sellers and buyers".

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  • FLNG: Costs and cost drivers

    19th May 2016

    GCA’s Andrew Duncan writes in Gastech News about "FLNG: Costs and cost drivers".  Read Andrew’s article in full here, or browse more of GCA’s activity in the field of Gas & LNG here.

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  • Shale Gas in the UK

    4th May 2016

    In April 2016 GCA was invited to speak to the London Engineering Group (LEG) about Shale Gas in the UK.  LEG is a consultative body for insurers of engineering class risks providing a forum for discussion and education.  The talk was an introduction to technical issues pertaining to shale gas and oil to a technical, but non-geoscience audience.  The aim was to impartially separate myths from reality, discuss the conventional and unconventional onshore activity in the UK and outline the regulations and risk management that is applicable in the UK.

    A copy of the presentation can be read below, or downloaded here

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  • 15 months later: Canadian LNG in the penalty box?

    15 months later: Canadian LNG in the penalty box?

    12th April 2016

    Introduction

    15 months ago we examined the Canadian LNG sector in the context of emerging global gas dynamics.  Has anything changed? 

    Quite definitely the puck has, and continues to move in terms of LNG supply, LNG demand, pricing, market development and industry trends.  However on the face of it there has been limited progress made in realising Canada’s LNG export potential.

    This short piece will look back at some of our comments from 15 months ago as well as looking forward to what is to come for Canadian and global LNG.

    Reflecting on the points we raised 15 months ago…

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  • LNG glut: Watch the presentation online

    1st April 2016

    GCA’s Ryan Pereira, Principal Commercial Manager of Global Gas & LNG, has been busy with a number of speaking engagements recently.  It’s been something of a respite for him to be back home in the UK, having spent a lot of time on business lately in Alaska, Thailand and Australia.

    In case you didn’t get a chance to see him at the Bloomberg Natural Resources Forum you can watch his talk on the future of gas and LNG, and gas investment opportunities,  by viewing the slides or watching his video at the Natural Resource Forum website.

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  • Evolving Natural Gas Paradigms – Risks and Opportunities for Industry Participants

    Evolving Natural Gas Paradigms – Risks and Opportunities for Industry Participants

    1st April 2016

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  • Gas Markets and Thailand

    1st January 2016

    GCA's Head of Global Gas and LNG presented to an audience in Thailand about "How the Rapid Evolution of Natural Gas Hub Pricing is Fuelling Global Gas Market Growth".  

    Nick considered in particular the impact on South East Asia, and Thailand in particular.  

    You can download the content of Nick's presentation in the form of an article from the website of the Petroleum Institute of Thailand who organised the event.

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  • Focus on FLNG

    Focus on FLNG

    15th November 2015

    Introduction

    With the LNG sector set for unprecedented growth, but with gas prices globally under pressure from both low oil prices and a very competitive supply situation, project developers are looking for innovative and cost effective ways to get their gas to market, both quickly and efficiently.  Although historically the industry has stuck closely to the tried and tested traditional methods of producing LNG by land based liquefaction and storage with accompanying marine facilities, more and more projects are considering new alternatives, and many are actively pursuing floating concepts, built in shipyards, and moved into position where needed.  The key question for the industry is how the economics of these novel projects will compare to more traditional approaches.   To make informed decisions Natural Gas resource holders, investors and regulators need an understanding of the nature, costs and cost drivers of Floating Liquefied Natural Gas (FLNG) technology.

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  • A Practical Guide to Gas Monetisation

    A Practical Guide to Gas Monetisation

    13th August 2015

    GCA has recently completed its multi-client study “A Practical Guide to Gas Monetisation”.  The study focuses on a review of the key options available for gas monetisation, providing an overview of the benefits and risks of each.  However, unlike many other studies, this report provides not only a solid base of information, but also a defined methodology for the analysis and comparison of gas monetisation options.

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  • All Change for LNG!  The Energy Market Reform Train Arrives in Japan

    All Change for LNG!  The Energy Market Reform Train Arrives in Japan

    14th July 2015

    With the focus on greenfield LNG, the oil price collapse, and the imminent arrival of US imports, it’s easy to think that all the action in Asia Pacific LNG is on the supply side.  However, global gas markets these days are all about the value chain where developments at the burner tip are just as important as those at the wellhead.

    This was the theme of a high profile event hosted by Gaffney, Cline & Associates on 2nd July in the sumptuous surroundings of the British Ambassador’s Residence in Tokyo, where the changes occurring in the Japanese Gas and Power markets, as a result of Prime Minister Abe’s restructuring initiatives, were discussed and debated.  The seminar, co-hosted by elite global law firm Allen & Overy, focused on how customer anxiety in the face of high electricity prices, government concerns over global competitiveness and a major shift in LNG supply/demand balance was creating the same “Trinity for Change” that characterised periods of major transformation in the UK in the 1990s and in the US and Canada in the decade before that.

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  • Practical Options for Natural Gas Monetisation

    Practical Options for Natural Gas Monetisation

    12th July 2015

    A New Study by Gaffney, Cline & Associates

    Natural gas is predicted to have a bright future. As the fastest growing fossil fuel almost US$9 trillion is expected to be invested by 2035 in providing future supplies of natural gas.

    However, the monetisation of natural gas discoveries can still present a very diverse, and sometimes difficult, set of challenges for resource owners.  Technological developments potentially offer new solutions for monetising gas fields while markets for natural gas and its products continue to evolve with volatile prices observed.  Recent downward trends in energy prices may lead to limitations on capital expenditures on gas projects as companies focus on high-return projects with rapid paybacks.

    Against this competitive background GCA presents its new multi-client study "Practical Options For Natural Gas Monetisation".  This study identifies, discusses and compares the relative merits and risks of gas monetisation options and provides a methodology for the identification of the optimal monetisation route.

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  • Shell - BG; Does This Create the “Perfect Storm” for Asia Pacific?

    Shell - BG; Does This Create the “Perfect Storm” for Asia Pacific?

    13th April 2015

    I am sure many of Gaffney, Cline & Associates' clients will have read a great deal by now on the proposed Shell/BG transaction, especially given its magnitude and scope.  What has attracted less attention is the role that this consolidation may have in advancing some of the innovation and change in the Asia-Pacific LNG market, that has already gathered a great deal of momentum.

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  • Canadian LNG on Ice?  Where Will the Puck Stop?

    Canadian LNG on Ice?  Where Will the Puck Stop?

    15th January 2015

    "Skate to where the puck is going, not to where it has been" - Can Canadian LNG learn from Gretzky? 

    For anyone who follows ice hockey, Wayne Gretzky needs no introduction.  A former Canadian professional player, head coach and legendary national hero, from 1979 to 1999, Gretzky represented four teams over 20 seasons in the National Hockey League (NHL).  When he retired in 1999 - his jersey, number 99, was retired league-wide with him - he was the holder of 61 NHL records.  Called the greatest ice hockey player ever, he was famously nicknamed "The Great One".

    Maybe Canada’s LNG industry should take a page from Gretzky’s play book, taking note of his insightful quote, when he said, “Skate to where the puck is going, not to where it has been”.

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  • The Outlook for LNG Supply to Asia

    The Outlook for LNG Supply to Asia

    10th December 2014

    In December 2014, Lalitha Seelam of GCA attended the International Petroleum Technology Conference in Kuala Lumpur where she gave a presentation on The Outlook for LNG Supply to Asia.

    You can download the presentation here as a pdf (2MB), or view the full presentation by clicking below.

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  • LNG - The Key to Unlocking Energy Diversification

    LNG - The Key to Unlocking Energy Diversification

    30th October 2014

    LNG is proving to be the key to unlocking the traditional energy supply and demand model and improving security of supply.  As with all commodity markets, pricing is fundamental to demand.  Traded LNG supplies are no exception and need to be priced competitively to maintain existing markets and stimulate new ones.  

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  • Will Natural Gas Dethrone Coal in US Power Generation?

    Will Natural Gas Dethrone Coal in US Power Generation?

    30th October 2014

    Just ten years ago this question would have been labeled as outlandish, as few could imagine low cost US coal could be replaced with then scarce and expensive natural gas, despite the environmental benefits of the latter.  In 2004 coal fueled over 50% of the US power generation, with natural gas supplying 18%.  By 2012 the share had shifted to 37% for coal and 30% for natural gas with total power use practically flat over the period.  With economic rebound after the slump in 2009 total electricity use has shown moderate growth allowing for some recovery in coal-fired generation but natural gas seems well established with a 30% share. 

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  • East Africa - Major Gas Projects Development Plans & Costs

    East Africa - Major Gas Projects Development Plans & Costs

    18th June 2014

    In June 2014, GCA hosted a workshop at the Institute of Directors in London on the subject of East Africa.  

    This presentation was given by GCA's Mike Wood at the event.

    You can download the presentation here as a pdf (2MB).

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  • Prospects for East African LNG

    Prospects for East African LNG

    18th June 2014

    In June 2014, GCA hosted a workshop at the Institute of Directors in London on the subject of East Africa.  

    This presentation was given by GCA's Nick Fulford at the event.

    You can download the presentation here as a pdf (2MB).

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  • Shale Gas – North America’s Economic Turbocharger – Can the Phenomenon be Exported?

    Shale Gas – North America’s Economic Turbocharger – Can the Phenomenon be Exported?

    12th June 2014

    Over the last ten years, shale gas production has emerged as the dominant force in gas supply in the US and Canada, fuelling an LNG export boom and a renaissance in the petrochemical sector, heavy engineering and manufacturing, creating thousands of jobs and driving a measurable contribution to the recovery in the US economy.  Furthermore, increases in both shale gas and the related tight oil boom are bringing a new degree of energy independence to the US.  Not surprisingly, other countries with similar access to tight gas reservoirs are asking themselves whether this is a uniquely North American phenomenon or the start of a wider democratization of natural gas, offering a global vision of low cost, reliable energy for centuries ahead.  This article examines the non-technical drivers that have facilitated the success of the shale gas sector, and begins to examine whether these same ingredients can develop sufficiently in the emerging shale gas regions in Europe and elsewhere.

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  • A New Cold War in International Gas Markets

    A New Cold War in International Gas Markets

    12th June 2014

    Rising tensions in Eastern Europe emanating from Russian geopolitical ambitions in Ukraine have shaken NATO strategists into an urgent review of security on its eastern frontier.  However an equally significant competitive issue between the two sides is developing in the international gas market. While Western Europe must address its undue dependence on a potentially hostile Russia, massive increases in LNG exports from North America, Australia and the Gulf States over the next ten years will double supply capacity and, with echoes of earlier Cold War rivalry, create serious competition for Russia and its Caspian region neighbours in international gas markets.  

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  • Demand Analysis

    Demand Analysis

    19th September 2013

    In September 2013, GCA hosted a workshop at the Royal Institution in London on the subject of "The Golden Age of Gas" and what it will take to get there.  

    You can download the presentation here as a pdf (1MB)

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  • Infrastructure & Gas Monetisation: How does it get from source to the market?

    Infrastructure & Gas Monetisation: How does it get from source to the market?

    19th September 2013

    In September 2013, GCA hosted a workshop at the Royal Institution in London on the subject of "The Golden Age of Gas" and what it will take to get there.  

    You can download the presentation here as a pdf (864KB)

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  • Gas Pricing Analysis

    Gas Pricing Analysis

    19th September 2013

    In September 2013, GCA hosted a workshop at the Royal Institution in London on the subject of "The Golden Age of Gas" and what it will take to get there.  

    You can download the presentation here as a pdf (572KB)

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  • Gas Supply Considerations

    Gas Supply Considerations

    19th September 2013

    In September 2013, GCA hosted a workshop at the Royal Institution in London on the subject of "The Golden Age of Gas" and what it will take to get there.  

    You can download the presentation here as a pdf (2MB)

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