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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


Europe’s Gas Alarm Bells: Why U.S. LNG Is Back in the Spotlight
Source: Samsung Heavy Industries Europe is starting 2026 with a growing energy vulnerability. Natural gas storage levels across the EU have slipped below 60%, with Gazprom data showing inventories at just 58.1% as of January 6. Germany—the region’s largest gas consumer—is in an even tighter position at 54.1%, well below last year’s levels. The drawdown has been swift. EU storage is 10.7 bcm lower than January 2025, driven by a powerful Arctic outbreak now gripping the contine

Timothy Beggans
Jan 102 min read


Natural Gas – Searching for a Bottom
Source: Swiss Federal Office of Energy SFOE Natural gas prices are still looking for a floor as bullish and bearish forces compete in...

Timothy Beggans
Aug 12, 20251 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


LNG Spotlight: NextDecade
Source: NextDecade NextDecade Corporation (NASDAQ: NEXT) continues to gain momentum in the U.S. LNG sector, with its Rio Grande LNG...

Timothy Beggans
Mar 4, 20252 min read
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