BYOB

BYOB How AI’s energy thirst is rebuilding the gas demand curve There was a time — within living memory, but only just — when the abbreviation BYOB belonged to college parties, suburban housewarmings, and the sort of dinner invitations where the wine was bad and the conversation only slightly better. The host, having either declined […]
Force Majeure

Force Majeure The Qatari shock and the price of energy security It took less than a week, in early March, for the world to remember what energy security feels like. When QatarEnergy declared force majeure on its LNG contracts — having seen its production and export facilities at Ras Laffan disabled by Iranian strikes in […]
Pipe Dreams

Pipe Dreams A four-factor framework for energy infrastructure There is a useful exercise that anyone who covers the energy infrastructure sector should perform from time to time. Take a list of the largest American midstream master limited partnerships — Enterprise Products Partners, Energy Transfer, MPLX, Western Midstream, Plains All American — and ask a roomful […]
What is The Energy Transition

” We believe that many of the ‘big winners’ in the years to come will be those offering climate change solutions – products and solutions which decarbonise our economies. ” – ARIA CAPITAL MANAGEMENT – The energy transition broadly refers to the scaling down of fossil fuel drive energy production towards alternative means of providing […]