The Blogtimely commentary and analysis on the state of energy

Jan

27

Understanding LNG Export Profit…or Loss

LNG exportation has been a hot topic for some time. Using a simple metric called the 6:1 rule which was first set forth by economists at the Dallas Fed, one can determine the approximate per barrel cost needed by exporters to make a profit off LNG. This is done by estimating the BTU equivalency between […]

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Jan

25

Support for Renewable Energy Overwhelming and Bipartisan

Interesting numbers showing bipartisan support overwhelmingly for renewables. Link

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Jan

24

LNG Profit Spreads Vanish

LNG profitability spreads have vanished. Here is a slide from a Cheniere Energy presentation. Based on their numbers on this slide, Cheniere needs oil prices to be about $75-85/bbl to be profitable. Oil is currently trading at $46.

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