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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


Japan’s LNG Storage Strategy: Building a Shock Absorber for a Volatile World
Source: JERA Japan is quietly reshaping the global LNG market by expanding storage capacity—and the reasons go far beyond winter demand. At the core is energy security. Japan imports nearly all of its natural gas, yet lacks a fully connected national pipeline system. LNG storage tanks function as the country’s primary buffer, ensuring power and industrial continuity when global supply chains falter. Storage is also becoming an economic shock absorber. With LNG prices increasi

Timothy Beggans
3 days ago1 min read


Newfoundland’s LNG Moment: Fermeuse Energy and a New Atlantic–Arctic Gateway
Source: Crown LNG Eastern Canada may be on the cusp of a major LNG breakthrough. Fermeuse Energy’s proposed LNG export development in Newfoundland and Labrador links three strategic assets: offshore gas from the Jeanne d’Arc Basin, the ice-free deepwater Fermeuse Harbour, and growing global demand for secure natural gas supply. The Jeanne d’Arc Basin, long known for oil production (Hibernia, Terra Nova, White Rose), also holds significant volumes of associated natural gas tha

Timothy Beggans
Jan 252 min read


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 20, 20252 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 2, 20252 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 28, 20252 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 8, 20252 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 24, 20252 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 17, 20252 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 20, 20252 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 15, 20251 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 8, 20251 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 10, 20252 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 3, 20252 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 13, 20252 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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