Seb Kennedy

Newsletter

Pushing the boat out

There’s no safe place to put all the gas. EU LNG chart deck (4-15 Sep 2023)

Newsletter

Less offshore wind = more gas, more £££

The UK’s looming offshore wind shortfall could cost billions in extra gas consumption

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Industrial (in)action

Global gas prices fell even as Australian unions set a date to strike. What gives? EU LNG chart deck: 28 Aug-1 Sep 2023

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Made in Germany, fuelled in America

Incredibly, BASF could save $4.8 billion by buying LNG from America. EU LNG chart deck: 21-25 Aug 2023

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Gas on the water

Bizarrely, natural gas is now worth more at sea as LNG than in underground storage. EU LNG chart deck: 14-18 Aug 2023

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Strike spike

EU LNG chart deck: 7-11 Aug 2023

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*REPOST* Big Oil’s painful offshore wind pivot

European oil majors throw caution to the wind by embracing razor-thin margins

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Europe’s pyrrhic gas victory

DEEP DIVE: War has taken a $1 trillion toll on European gas consumers

Restack

Scholz the cautious LNG shipper

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*REPOST* Lost in transition: Big Oil searches for purpose as peak demand looms

BP’s decision to slash its crude production this decade is brave. But its assumption that pivoting to low carbon will be profitable is heroic

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Scope 3 hyperopia

The energy industry can barely tame its own emissions, let alone yours and mine

Newsletter

Zombie pipelines taunt Pakistan

Pakistan is the Asian ‘energy bridge’ that never got built. Now the country is about to implode under the pressure of unaffordable energy.