Energy Insights
There is plenty of data in the world, but deriving the right insights from this data can be challenging. Our Insights articles provide perspectives whilst clearly outlining data and assumptions driving conclusions. Constructive feedback is most welcome. “Let the data speak for itself!”
These articles do not provide investment, business, or legal advice. Posts are for general information purposes only, and remain subject to change.
Dragon-Power: Does China’s HUGE solar expansion leave space for LNG?
China’s renewable energy growth surprises yet seem destined to continue or even accelerate. The long-term outlook for LNG is less clear.
Noise or Signal? The US LNG Export License Pause
A perspective on the recent US non-FTA export license pause and its potential implications for Canadian LNG projects.
LNG market growth - a perspective
A view on drivers for robust LNG market growth despite its cost.
Predictions are Hard, Particularly about the Future
A comparison of EIA World Energy Outlook scenarios from 2002 and 2012 to actual outcomes in 2020/22.
Another Boom? The impact of LNG exports on domestic gas prices
A look at possible domestic gas market impacts from LNG Canada Phase 1 through a high-level review of three case studies.
Will Canadian LNG move markets?
A comparison of the relative size of Canadian LNG to US LNG.
If it’s profitable, it scales
Showing the speed of transition possible even in the huge energy market if new solutions are profitable by examining the growth in US LNG.