This research paper investigates the relationship between the Japan-Korea Marker (JKM) price of LNG, the price of Brent oil, and spot prices of fuel oil and thermal coal imported into Japan, South Korea, China and Taiwan.
Adbullahi Alim, Peter R. Hartley, Yihui LanNovember 3, 2015
What happens when Saudi Arabia, the world’s swing producer of oil, rejects its traditional market-balancing role? The job falls to American shale oil producers, which, initial data show, appear to be assuming the Saudi role.
There is a curious imbalance in energy markets in the Persian Gulf region: Five of the six Gulf monarchies exhibit shortages in domestic supply of natural gas. Meanwhile, Qatar holds the world's third-largest conventional reserves and is the world's No. 2 gas exporter. Why is Qatar, given its enormous resources and relatively small domestic needs, unwilling to supply gas sufficient to meet its neighbors' demand?