Fuel Up! Lng

What does the future hold for Queensland's gas and LNG sector? This was the topic of a presentation I delivered in Brisbane on July 28, 2016, and the podcast is a recording of that presentation. The slides are on Slideshare.net and can be found here: The Future of Queensland's Gas Industry.  Duration: 42m 44s  

Are you curious about the challenges in arranging LNG shipping? Shipping is a pretty twisty area where it's very easy to lose lots of money. This podcast will cover off all the basic ways to lose money while arranging shipping for LNG, which, it turns out, is rather easy.   Duration: 9m 36s    

I was on a panel discussion in Tokyo recently on the future of LNG trading in Japan. Japanese utilities have had to become traders in LNG because of unfortunate over purchasing. Here's the implications for global gas markets.  Duration: 8m 30s

Saudi Arabia has embarked on the impossible and intends to wean itself off its addiction to oil. What effect could this have on global LNG markets?    Duration: 8m 10s    

Major trends are in motion that will render the global LNG industry very different in 10 years time from what it looked like 10 years ago. To quote Sun Tzu, from time to time it's helpful to take a close up view of things distant and a distant view of things up close to prepare for the future. What will the LNG industry look like in a decade?   Duration: 8m 51s

For the past decade, particularly after the Fukushima disaster, Japan has purchased LNG in enormous volumes to meet its energy needs. But a variety of factors are converging to push Japan into the world of LNG trading. What's behind this pivot from importer to trader, and what uncertainties need to be sorted?   Duration: 8m 10s    

There's been lots of calls to increase collaboration in the oil and gas world, but what does that actually mean? For inspiration I thought it might be useful to take a look at what kinds of collaboration are in place in other industries, and what these might mean for the oil and gas sector.   Duration: 8m 50s

A number of LNG projects have fallen by the wayside of late, but only one really bothers me. FERC's actions on one project in particular provide an abject lesson to all proposed US developments. Make sure you have customers.    Duration: 8m 30s    

There's lots of gloomy news out there about the future of the LNG sector. It's a bit unbalanced, in my view. Here's 5 good reasons why we should be ambivalent to the short term challenges, or at least be a bit more optimistic about the long term.   Duration: 8m 30s       

Not very quickly, if the math is right. The installed base of existing fossil fuel consumption is so vast that it will take decades to replace it all. We don't even have the technology yet for some kinds of fuel need (air travel for example). I'm not advocating that we retain fossil fuels, but at the same time, halting them in their tracks is a sure fire way to cause riots or financial market chaos. Duration: 8m 10s               �

Is a tie up of the LNG projects in Queensland something to consider? I wondered about this when I heard that one of Queensland's LNG industry executives and some investment bankers were in the media speculating about the possibility of the LNG projects combining forces. Arguably the landscape is shifting already since Royal Dutch Shell has acquired QGC (one of the three LNG projects), and has a 50% interest in another large gas project, Arrow Energy. Duration: 8m 30s

You've heard of the 7 Ancient Mysteries, about vanished civilisations, forgotten languages, lost tombs and secrettreasures? Well, in my various travels around Australia's gas industry, I'm frequently asked about these eight modern gas mysteries of the Australian natural gas industry.   Duration: 8m 30s

LNG 18, a global conference about the LNG sector, has left Australia for China, but what were the key messages from the conference? This episode is a recording of a presentation I made to the Petroleum Club of the Northern Territory on May 11, 2016, that summarised 3 days of panel discussions, lectures and presentations from the commercial track.    Duration: 32m 10s

One of Australia's major gas pipelines reversed flow recently, and it creates a path for gas from the populous eastern states to feed the export industry in Gladstone. Why would the industry reverse flow on a key pipeline? Here's my view.    Duration: 8m 30s

Many industries today benefit from applying analytics to their more vexing problems. Queensland's coal seam gas industry (and likely shale gas industries elsewhere) has all the ingredients to make it an ideal place to apply analytics to its key problems.  Here's 8 solution ideas that I think have great promise in the gas sector.  Duration: 8m 10s

I was very surprised recently by the fresh US Congress and Presidential approval to reinstate crude oil exports from the US. This is an unexpected decision by a US president who has come to endorse a green agenda and it changes oil economics and geopolitics on many levels. But what does it mean for the LNG trade? Basically, same pain for longer.   Duration:8m 30s

Well work overs are going to be an in demand service treatment for Queensland’s abundant gas wells. I speculated about this service concept back in July, 2014, and it's still pretty relevant, particularly as the well volume grows and the wells demonstrate some temperamentalism.    Duration: 8m 30s

A timely podcast for the week of #LNG18 taking place in Perth. In Paris last year, world leaders made serious public commitments to stem the rising levels of green house gases. And it was about time. Now that the direction of travel has been made clear, what are the implications for the fossil fuel industry, particularly gas and LNG? Duration: 8m 35s 

What will be some of the critical questions facing the global LNG sector? The upcoming LNG18 conference in Perth will be the setting for global leaders in this important industry to discuss the future. This rare event is like the Olympics of the LNG world, and comes around only every 3 years. This year will prove to be a pivotal one, as the challenges facing the sector are legion. Here are my views on what will prove to be the great debates of the conference.   Duration: 8m 35s      

On March 17, I was invited to present to the Gladstone Engineering Alliance at an event dedicated to showcasing the supply chain capabilities of the membership. The essence of my remarks are that:  Australia has made a far reaching decision to support natural gas exports driven by demand from China. The projects are moving into steady state operations  Our villain is the crude oil market that has taken a dramatic fall in price The global LNG industry has been overturned in its wake To survive and thrive, Gladstone needs to do three things. First, promote the interaction between its value chains (gas, coal, biomass, bauxite). Second, adopt technologies to help take out cost and improve productivity. Third, become factory-like in all aspects of work. As only one in ten LNG projects will proceed, Gladstone has a large lead over other exporting cities and will be able to expand in the future.  The slides for the presentation are available on Slideshare.Net. If you're unable to access Slidesh