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Energy Consultancy | Wellhead to Global LNG, Sustainability and AI


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


Southwest Drought Could Trigger a Summer Energy Shock
Source: ChatGPT The U.S. Southwest is heading into summer under intensifying drought conditions. According to the U.S. Drought Monitor ,...

Timothy Beggans
May 6, 20251 min read


Drill, Baby Drill is in the Ditch. Why Aren’t Producers Ramping Up Production Quickly?
Blackfin Pipeline (Montgomery County, TX) The Trump Administration’s energy industry motto has long been "Drill, Baby Drill!" But why...

Timothy Beggans
Apr 1, 20252 min read


March Madness: Tail Risk
It’s time for March Madness , with natural gas volatility junkies glued to their screens, hunting for the latest Cinderella team ( tail...

Timothy Beggans
Mar 18, 20252 min read


LNG Expansion Accelerates as Developers Push Forward
The race to expand U.S. LNG export capacity is intensifying as developers advance projects under a supportive policy environment. Several...

Timothy Beggans
Mar 11, 20252 min read


Behind the Meter Generation: How Natural Gas Fuels AI Growth Until Nuclear Scales Up
Source: GROK The explosion of AI and cloud computing has created an unprecedented demand for reliable, low-cost power. Data centers—the...

Timothy Beggans
Feb 17, 20251 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


Oklo and RPower - Phased Energy Model
Source: Oklo The rapid growth of data centers and other energy-intensive industries has highlighted the urgent need for innovative,...

Timothy Beggans
Jan 20, 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


The Death of Seasonality
Source: GROK The shale revolution has transformed natural gas into a cornerstone of manufacturing, significantly boosting U.S. liquefied...

Timothy Beggans
Dec 30, 20242 min read


Green (Energy) or Green (Profits)? Is There an Alternative Solution?
Could the AI industry speed up coal plant retirements by replacing them with natural gas facilities at the same sites? For tech giants...

Timothy Beggans
Oct 27, 20242 min read
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