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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI

Golden Pass LNG: When Supply Arrives Before the Ships

Source: Golden Pass Pipeline Golden Pass LNG was expected to begin loading its first cargoes from Train 1 as early as February 2026. Instead, the project appears to be moving through commissioning more slowly than many market participants had penciled in, pushing meaningful volumes further out on the calendar. That timing matters. U.S. dry natural gas production has climbed to roughly 113 Bcf/d, as producers positioned supply in anticipation of new LNG demand—Golden Pass bein

Timothy Beggans

Jan 182 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

EQT Corporation’s LNG Strategy – Wellhead to Water

Source: SuperGrok EQT Corporation, the largest U.S. natural gas producer, is executing a “wellhead-to-water” LNG strategy aimed at capturing international premiums and diversifying beyond domestic markets. The plan, highlighted in the Q2 2025 Earnings Presentation and recent announcements, rests on long-term liquefaction capacity secured via 20-year Sale and Purchase Agreements (SPAs). Core Moves in 2025: Commonwealth LNG (LA): 1.0 MTPA under SPA, FID expected 2025. Rio Grand

Timothy Beggans

Sep 16, 20251 min read