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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


NG/LNG - This Week's Main Drivers and the Look Ahead | 11.1.26
Source: EIA This Week's Main Drivers: EIA Storage: +80 BCF vs. +75 BCF last year and +77 BCF five-year average. South Central led inventory additions. EU enters winter with storage approximately 75% full. Qatar extends Force Majeure through year-end 2026 for Edison (Italy) and Pakistan. US warns Iran strikes could resume after midterm elections. EQT acquires Range Resources in an all-stock deal valued at approximately $50 billion. Freeport LNG feedgas demand gyrates for a sec

Timothy Beggans
6 days ago2 min read


2027 Natural Gas Crystal Ball: 15 Predictions That Could Shake Up Energy Markets!
Source: GROK Wild guesses, not investment advice. Some may prove remarkably accurate; others may be spectacularly wrong. Let's revisit them at the end of 2027! My 15 Prognostications for 2027 — Ranked by Likelihood: AI/Data Centers: Electricity demand growth accelerates faster than expected, driving additional power generation and gas demand. Permian Gas: Henry Hub averages near $2.50/MMBtu as associated gas production offsets demand growth due to elevated crude prices. LNG S

Timothy Beggans
Oct 312 min read


North America's LNG Buildout Is Accelerating—But the Real Race Is Against Time
Source: Mexico Pacific LNG North America is in the midst of the largest LNG infrastructure expansion in its history. More than 20 Bcf/d of new export capacity is under construction or advancing toward final investment decisions across the United States, Canada, and Mexico. Yet the story isn't simply about new liquefaction trains. It's about execution. Projects that were once expected to arrive in 2025 and early 2026 are increasingly shifting into late 2026 and 2027 as develop

Timothy Beggans
Jun 62 min read
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