Research Library

The liquefied natural gas (LNG) industry faces increasing pressure to do more to achieve climate change objectives. A new product—Green LNG—could help ensure that natural gas keeps its role in the energy transition, if the LNG industry can convert Green LNG into a uniform, tradable commodity, write the authors.

Kelly Neill, graduate fellow at the Center for Energy Studies, examines how LNG exports have increased the domestic natural gas price in the eastern part of Australia, causing domestic gas users to grumble. Baker Institute Blog: https://bit.ly/30voN4p

Prices of natural gas have fallen precipitously in recent months as the global COVID-19 pandemic deepened the already existing misalignment between growing supply and relatively sluggish demand. Post-COVID-19 recovery should increase the demand through 2022, but a soft market is expected to continue through 2025. These conditions could provide an unprecedented opportunity for natural gas buyers/importers.

Changes in Russian natural gas policy point to a new strategy where Gazprom and Novatek follow different operating rules, allowing Russia to adjust to a changing natural gas market. The authors explain how this arrangement is playing out on the world energy landscape.

A new proposal to clarify and expand U.S. sanctions on the Nord Stream 2 (NS2) pipeline has just been introduced in the U.S. Senate. With many other difficulties facing the NS2 pipeline, the authors look at what options Russia has for NS2 completion.

The oil glut and the unprecedented drop in demand, along with plummeting oil prices due to the coronavirus pandemic, is revealing the strengths and weaknesses of oil firms globally. The authors consider four NOCs — Ecopetrol, Petrobras, Petronas and Pemex — in the context of the current crisis.

The COVID-19 pandemic has compounded concerns over a U.S.-China trade deal, write the authors, but a mutual commitment to long-term purchases could be the solution. Read more on the Baker Institute Blog. This post originally appeared in the Forbes blog on April 8, 2020.

Legislation regulating commercial transport by ship is impeding economic development and growth, the authors write. Read the post on the Baker Institute Blog.  This post originally appeared in the Forbes blog on April 9, 2020.

Nonresident fellow Anna Mikulska explores the future of natural gas markets in the aftermath of the Covid-19 pandemic. Forbes blog: https://bit.ly/39zeNJK

The authors outline a cure for a component of the U.S.-China Phase 1 Trade Agreement that requires China to purchase $50 billion of energy products in the next two years.