|
|
|
24.10.26 - 02:45
|
Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire (ZeroHedge)
|
|
|
Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire
Seven months ago, Qatar was the world's biggest LNG seller. Now it's a buyer.
According to a Reuters scoop late Thursday, QatarEnergy is in advanced talks with Venture Global (VG) on a long-term supply deal for at least 3 million tons of LNG a year, sourced from VG's CP2 plant, which is still under construction in Louisiana. The report landed just hours after QatarEnergy signed a separate deal with Cheniere (LNG) for up to 4 million tons a year through 2054. VG shares jumped more than 6% on Friday, and they have now roughly doubled this year. Then again, they're still trading about 45% below their $25 IPO price.
Venture Global's other headline this month is that it wants to get into AI data centers... in a very big way. Goldman thinks both stories come back to the same molecule. Below we summarize what Goldman's LNG team has been telling clients about each (available to pro subs), and why we th...
|
|
|
08.10.26 - 13:51
|
Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity (ZeroHedge)
|
|
|
Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity
Ongoing tensions in the Gulf region pushed Brent crude futures back above $101 a barrel. Reports of Houthi attacks in Saudi Arabia, missile interceptions near Riyadh, and concerns about tanker attacks in the Strait of Hormuz have produced a lot of uncertainty about supplies ahead of the Northern Hemisphere winter.
In recent weeks, crude flows through the Strait of Hormuz have increased, but only because of the US military presence in the critical waterway. Meanwhile, Trump administration officials have boasted that Iran's exports have plunged to zero.
Iran reiterated earlier this week that the Hormuz chokepoint won't reopen until US negotiators meet its conditions for a peace deal. The problem with that is that Goldman's most recent report on Hormuz crude flows shows they are back to prewar levels as Tehran's leverage erodes.
A new indication that Hormuz energy flows could ramp up comes from a Wednesday morning Bloomberg New...
|
|
|
|
|
23.06.26 - 22:39
|
Ras Laffan Explosion Threatens To Slow Qatar LNG Ramp, Goldman Says (ZeroHedge)
|
|
|
Ras Laffan Explosion Threatens To Slow Qatar LNG Ramp, Goldman Says
A powerful explosion tore through Qatar's key natural gas plant late Sunday, killing at least 13 people and injuring 66 others. While the incident does not appear to have directly impaired LNG export capacity, it has certaintly raised the risk that Qatar may slow the restart of operations as a precaution.
The timing could not be worse. The blast at Qatar's giant Ras Laffan energy complex comes just a week or so after the US-Iran interim peace deal was signed and days after the Strait of Hormuz was reopened.
Latest maritime ship tracking data shows a notable uptick in transits of tankers and cargo vessels on the critical waterway.
Goldman Sachs energy expert Samantha Dart penned a note on Monday detailing how the explosion at Qatar's Barzan gas plant in Ras Laffan does not appear to have directly affected the country's LNG export capacity, but it has raised questions over whether Qatar Energy may slow the restart of export ...
|
|
|
|
|
08.04.26 - 17:57
|
ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms (ZeroHedge)
|
|
|
ASP Isotopes Offers Helium Alternative As Qatar Export Crisis Looms
ASP Isotopes could provide timely relief for the global helium shortage.
In a new research note from Canaccord Genuity analyst George Gianarikas, he highlights the company's Virginia Gas Project in South Africa as a potential new source of supply just as Qatar's helium exports face major disruption.
The warning comes shortly after we reported on Qatar's Ras Laffan complex damage and the closure of the Strait of Hormuz, which together threaten roughly one-third of global helium output. Helium remains essential for semiconductor manufacturing, MRI machines, aerospace systems, and quantum computing. It has no practical substitute in chip fabrication, where it cools wafers and detects microscopic leaks.
ASP Isotopes' Virginia Gas Project stands out because of its unusually high helium concentrations. The 1,870 sq. km deposit averages 3.4% helium, with peaks reaching 12%. That compares with Qatar's typical 0.01% and the U.S. ...
|
|
|
11.03.26 - 22:15
|
Banks evacuate, close offices in Qatar, Dubai after Iran threatens attacks (The Hill)
|
|
|
Several banks urged their employees to evacuate offices in Qatar and the United Arab Emirates on Wednesday as Iran threatens to launch strikes on financial institutions. HSBC has closed all its branches in Qatar until further notice, citing safety precautions in a text message sent to clients, Reuters reported. Citigroup and Standard Chartered also told......
|
|
|
|
|
|
|
|
|
02.03.26 - 17:36
|
European Gas Prices Soar 50% After Qatar Shuts World′s Largest LNG Export Plant (ZeroHedge)
|
|
|
European Gas Prices Soar 50% After Qatar Shuts World's Largest LNG Export Plant
In its scenario analysis of how the Iran war could impact energy markets, Goldman laid out a section dedicated to nat gas, and specifically LNG, which like oil, is one of the commodities that is especially reliant on prompt passage through he Straits of Hormuz to reach its destination.
Specifically, unlike oil which Goldman calculated had already priced in substantial war risk premium, "European gas (TTF) and spot LNG (JKM) prices have embedded little-to-no risk premium until this past Friday" and so, the bank saw "significant upside risk to prices from a potential sustained disruption of LNG supply through the Strait of Hormuz. In a scenario where flows halt for one month, we think it is likely that TTF and JKM could approach 74 EUR/MWh ($25/mmBtu) -- 130% above current levels -- a threshold that triggered large natural gas demand responses during the 2022 European energy crisis."
Here we ...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
