LNG Blog
Liquefied Natural Gas is the fastest-growing hydrocarbon commodity, presenting extraordinary opportunities and risks to market participants and global economies. Our LNG Blog aims to help shed some light on this complex, and at times controversial, market.
As with our Energy Insights articles, the blogs strive to outline the data and assumptions driving our conclusions. We aim for transparency, and constructive feedback is most welcome.
These articles do not provide investment, business, or legal advice. Posts are for general information purposes only, and remain subject to change.
Why LNG Demand will (almost) always match Supply
One of the most-discussed topics at LNG conferences, and in research papers, blogs, and articles is the outlook for LNG demand. Yet most of the time, the discussions and conclusions are utterly pointless and meaningless. LNG Demand will (almost) always match supply - for simple economic reasons. But that’s not necessarily good news for many market participants.
The Deal Mapper: Scenario Analysis as a Critical yet Undervalued Tool for complex LNG agreements
Anyone who has ever negotiated a larger commercial agreement knows that price is often one of the simpler aspects to resolve, with other terms and conditions presenting far larger challenges. Scenario analysis is one of the most powerful tools to prepare for commercial negotiations, and controversies most often stem from misunderstandings and misapplications. Arder’s Deal Mapper workshops provide an effective tool to address client scenario planning requirements for complex LNG agreements.
Canadian gas to JKM - Buckle up!
Based on recent news and analyst reports, one might think that LNG is a "get rich quick" scheme. Not quite ...
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.
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.