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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


The Fog of War, Fractures and Rifts: How Will the Energy Markets React?
Source: Twitter (X) In recent weeks, a swirl of geopolitics—from Iran to China to Russia—is casting a growing shadow over global energy markets. These tensions aren’t just headlines; they’re potential inflection points for risk premiums, upstream disruptions, and price volatility. Iran: Drought, Crackdowns & Tanker Seizures Iran is grappling with a historic drought, rising internal unrest, and the seizure of a Marshall Islands–flagged oil tanker in the Strait of Hormuz. Becau

Timothy Beggans
Nov 202 min read


India Tariffs set to rebalance Global LNG trade
Source: SuperGrok The global LNG market is once again being reshaped—not by price cycles or supply shocks, but by tariffs and...

Timothy Beggans
Sep 22 min read


Pakistan Seeking to Defer LNG Cargoes for Years — Are We Rapidly Heading to a Global LNG Glut?
Source: QatarGas Pakistan is navigating turbulent energy waters. In a decisive move, Islamabad’s Economic Coordination Committee (ECC)...

Timothy Beggans
Aug 282 min read


TTF-HH Spread Set to Widen: Key Drivers to Watch
Source: TradingView (TTF-HH Spread) The spread between Europe’s Title Transfer Facility (TTF) and U.S. Henry Hub (HH) natural gas...

Timothy Beggans
Jul 82 min read


ERCOT on the Edge: Navigating a New Era of Grid Dynamics
Source: GROK Texas is experiencing unprecedented growth, and its electricity demand is skyrocketing. The Electric Reliability Council of...

Timothy Beggans
Jun 242 min read


LNG at Risk: South Pars, the Strait of Hormuz, and the Global Energy Equation
Source: BBC Tensions in the Middle East are once again testing global energy stability. The Iran-Israel conflict has escalated into a new...

Timothy Beggans
Jun 172 min read


US-Iran Peace Deal: A Potential Game-Changer for Energy Investors
Source: MEHR News Agency A renewed peace agreement between the US and Iran—potentially reviving or replacing the JCPOA—could reshape...

Timothy Beggans
May 202 min read


How to Offset Tariffs? Buy US LNG!!!
Source: GROK As global tariff tensions rise, countries are rethinking how to secure energy while staying economically competitive. One...

Timothy Beggans
Apr 151 min read


How to Avoid an Energy Crisis: What Are the Six Big Ideas?
Source: ChatGPT The U.S. grid is at a crossroads. Rising demand, climate extremes, and the drive to decarbonize are testing the limits of...
media4035
Apr 81 min read


US Tariffs and Global LNG Trade Implications
Source: GROK The Trump administration’s proposed tariffs have reignited concerns about their impact on global liquefied natural gas (LNG)...

Timothy Beggans
Feb 102 min read


Alaska LNG: A Strategic Opportunity Amid U.S.-Japan Trade Talks
Source: GROK The long-anticipated Alaska LNG project is gaining momentum, and in light of proposed Trump tariffs, Japan is reportedly...

Timothy Beggans
Feb 32 min read


Pokey Puppy: Gulf LNG - The Last U.S. Import Terminal Poised for Export Transformation
Source: Google Maps The Gulf LNG terminal in Pascagoula, Mississippi, stands as a curious relic of a bygone energy era. Once built to...

Timothy Beggans
Jan 132 min read


Texas puts out the welcome mat for SMR's
Texas A&M University recently submitted a groundbreaking proposal to the Nuclear Regulatory Commission (NRC) to establish a Small Modular...

Timothy Beggans
Nov 11, 20241 min read
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