ying chin chou @yingchinchou1

Amazing how 2 years ago, global LNG demand growth was deemed a certainty by LNG producers and portfolioists due to ABC; before anyone heard of AI and thought it stood for Allen Iverson. Now everyone is certain AI will be a core part of all LNG demand growth. Nice turn. #ONGT

LNG Investor @LNG_Investor_

6 days ago

“If you sign up too much #LNG and arbitrage is negative for a couple of years, it's like a very, very expensive pipeline contract. You can get yourself into trouble. The data centers will create a lot more structural demand not subject to, is the arb open, is the arb closed” $EQT

2 0 12 4K 1

Reception enjoyed a structured football session in PE with Mr Gale today. They honed their dribbling skills with focused determination, adeptly manoeuvring the ball around obstacles to reach their opponent player positioned at the opposite end of the hall. Well done, Reception!

EUROPEAN GAS: Germany making progress with the next wave of floating LNG import facilities. The FSRU at Mukran is in the commissioning phase, while the FSRU for Stade is expected on site in the second half of March. Another FSRU at Wilhelmshaven will bring the total to six. #ONGT

EUROPEAN GAS: Supply boost! The Tyra gas field offshore Denmark is set to resume production in the coming week or so - almost 3 Bcm/year of output returning to the market. #ONGT #TTF

Next week's headline brought to you today: US gas production drops below 2023 levels amid declines in rig counts tied to soft prices. Bullish you ask? Not with inventory coming out of winter at this level. Those of you waiting for the bullish upturn? Exercise patience. #ONGT

Only 1 MW but it’s clever. “The sand can store heat at around 500C for several months, providing a valuable store of cheaper energy during the winter. When needed, the battery discharges the hot air - warming water in the district heating network.”

Mark Z. Jacobson @mzjacobson

2 months ago

‘Sand batteries’ could be key breakthrough in storing solar and wind energy year-round Wind+solar produce heat by electric resistance heating. The 500C heat is stored several months until needed in winter, then used in district heating. euronews.com/green/2024/03/… @ChristianOnRE

27 183 421 22K 38

US storage looks like European storage, but possibly even weaker. Production cuts will take the edge off, as will higher use in power gen. until prices increase. Right now, power sector use is surprisingly weak in this regard even if it's near all time highs for March.#ONGT

Celsius Energy @CelsiusEnergyFM

2 months ago

After today’s -40 BCF EIA withdrawal, #natgas inventories remain at 5-yr highs, now more than 300 BCF above last year’s 2nd highest & 800 BCF above 2022’s 5-yr minimum. Expect the production decline to begin helping out in the weeks ahead, but there is a lot of ground to make up.

4 8 40 9K 1

Download Image

In Art, Year 3 have been creating stunning mosaic tiles. Inspired by their History lessons on the Romans, this project showcases their Lyonsdown Learning Habits of Creativity and Perseverance. Congratulations to : Anastasia, Lottie, Elina & Arabella! #ArtistsOfTheWeek

keyboard_arrow_left Previous keyboard_arrow_right Next

European gas limped out of February at its lowest withdrawal rate since 2014. Current storage has never been this high in early March. Winter risk concerns are gone & we are within one month of European gas injections rather than Asia spot buying setting the marginal price. #ONGT

Our budding linguists have been exploring French menus to select their favourite choice of baguette. Madame Irving tasked them with writing their names and sandwiches in French to attach to their baguette bags. Bon Appetit Year 1! #MFL #BaguetteFun #LanguageSkills

keyboard_arrow_left Previous keyboard_arrow_right Next

After two years of war, Europe emerging from shadow of Russian #gas | okt.to/1C5UxO ➡️ Demand cuts, alternative supplies offset lost Gazprom gas ➡️ EU allowing member states to restrict Russian purchasing ➡️ European demand trends key to future market dynamics #ONGT

Reception had a fantastic Forest School session. They built a magnificent fire in the fire pit and demonstrated the 'respect position' flawlessly. Afterwards, they enjoyed delicious hot chocolate from warmed milk in the special Kelly kettle. #ForestSchool #OutdoorLearning

''S&P Global Commodity Insights estimates approximately 6-10 per cent of European industrial gas consumption is gone forever due to demand destruction.'' What to make of falling gas prices ft.com/content/d040fa… via @FT

After two years of war, Europe emerging from shadow of Russian #gas | okt.to/2ZTkYQ ➡️ Demand cuts, alternative supplies offset lost Gazprom gas ➡️ EU allowing member states to restrict Russian purchasing ➡️ European demand trends key to future market dynamics #ONGT

When @Cedigaz_SG says #LNG demand reached historic levels in Q4, what it’s really saying is that LNG supply reached historic levels and spot prices dropped through the entire period. What does this tell us about the effect of this incremental supply relative to gas demand? #ONGT

Susan Sakmar @SusanSakmar

2 months ago

Highlights from just released @Cedigaz_SG Report: 4Q23 LNG demand reached historic record of 102.4 MT 💪 with the US 🇺🇸 the world’s largest LNG exporter in 2023 & the leading force behind new supply! #LNG #USLNG #ONGT cedigaz.org/global-lng-tra…

keyboard_arrow_left Previous keyboard_arrow_right Next

1 3 8 3K 3

Download Image

Norwegian gas exports have been on a tear since November and lower spot prices does not seem to be diminishing the enthusiasm of producers in January. Flows at 340 and exit nominations consistently over 350 show no signs of relenting. #ONGT @ColumbiaUEnergy

Here’s a piece of gas demand loss that will not be returning unless the EU is willing to reintroduce Russian gas at some point. Even then it still may not make sense. Fertilizer production will chase low cost gas. Not hard to see where it will be migrating #ONGT @ColumbiaUEnergy

Mats Nilsson @mazzenilsson

4 months ago

At least 50 fertilizer production facilities have closed in Europe. This is stated in a report by Mitsubishi UFJ Financial Group (a major financial group among the world's top ten). Fertilizer production in the EU has become completely unprofitable due to gas prices. 75% of the…

193 1K 3K 495K 884

Download Image

If anyone forecasted this move more than six months ago, please stand up and be counted. And for those of you who believe that demand and price can grow simultaneously and in perpetuity, here we are and they did not. What does this say about Russian gas? #ONGT

Tom Marzec-Manser @tmarzecmanser

5 months ago

My last post of the year and it happens to show that on 19-Dec the @ICISOffical #TTF Q1 ’24 product finally slid to a TWO YEAR LOW. #ONGT #LNG #natgas 🎅

3 13 33 9K 2

Download Image

What is the role of the @EBRD in halting and reversing biodiversity loss? Come find out at 9:30am Saturday 9 December at #cop28, and also hear about what other organisations are doing to support the global nature positive goal. @EBRDgreen ebrd.com/news/video/ebr…

One of the few "oh now I get it" experiences you'll ever have is that first ride on an EV bike. It has completely altered my perception of mobility within a 10 mile radius. It's gone from being good exercise to being a faster, more cost effective & efficient way to get somewhere.

David Zipper @DavidZipper

5 months ago

2023 has been an excellent year for e-bikes. For self-driving cars ... not so much. In @FastCompany, I wrote about a pivotal year for two mobility innovations now on very different trajectories. fastcompany.com/90994141/why-2…

22 148 873 46K 29

Download Image