Image of a Moss-type LNG  carrier in arctic waters

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.

Jan Poetsch Jan Poetsch

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.

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Jan Poetsch Jan Poetsch

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.

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