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Australian LNG
Big Iron correction continues
Big iron is off again in Dalian down -1% so far after heavy overnight falls.
David Llewellyn-Smith
7 years ago
5
LNG saved!
The LNG industry flackers have been busy.
David Llewellyn-Smith
7 years ago
2
Apply “use it or lose it” to east coast gas
David Llewellyn-Smith
7 years ago
12
Fortescue blasts to new highs
The Big Iron rocket is punching skywards again today as Dalian adds another 1% to overnight gains: FMG is powering towards its highest intraday price since the GFC and will presumably break the closing price today: A technician would suggest an $8 target then on to the all time high.
David Llewellyn-Smith
7 years ago
8
Should LNG be nationalised to cut your gas bill?
From Credit Suisse comes the following assessment of east coast gas cartelier, Santos: ■ Largely uneventful result Underlying CY16 NPAT came in at US$63m, the top end of a very wide consensus range, but below our ~US$90mn estimate.
David Llewellyn-Smith
7 years ago
20
A skeptic converts to gas reservation
From The Australian: Australians are being warned it is no longer “commercially viable” to restart one of the nation’s gas-fired power stations amid a political row over using taxpayer funds to build more coal and gas generators to prevent cuts to household electricity supplies.
David Llewellyn-Smith
7 years ago
30
Big Iron up as China boosts coking coal
Big Iron is firm today as China has announced the suspension of coking coal imports from North Korea.
David Llewellyn-Smith
7 years ago
8
Bluescope warns on gas “catastrophe”
From the AFR: BlueScope Steel chief executive Paul O’Malley says the energy costs of his booming North Star steel operations in the United States are five to 10 times lower than the firm pays in Australia as he warned of a potential energy catastrophe right across Australian industry.
David Llewellyn-Smith
7 years ago
29
Wake up ACCC: We need gas reservation
Via the ABC: East-coast Australia’s domestic gas shortage is crippling some rural businesses, and has prompted one owner to accuse the nation’s politicians of treason.
David Llewellyn-Smith
7 years ago
12
AEMO fesses up on SA blackout
From The Australian: The nation’s energy market operator is under pressure to fix its operations after revealing the key failures that triggered blackouts for 90,000 customers last week, during a heatwave that has escalated a political dispute over energy security.
David Llewellyn-Smith
7 years ago
33
Gas tax cometh
More sanity today from Do-nothing Malcolm.
David Llewellyn-Smith
7 years ago
Banks fly again
Dalian is up again today though not at new highs: Big Iron is trailing with FMG now in clear air once more: I personally think that the miners are fairly priced here.
David Llewellyn-Smith
7 years ago
1
East coast LNG the white elephants that keep on giving
From ORG today: I’ve lost track of how much value is gone now.
David Llewellyn-Smith
7 years ago
5
Dalian flies again
Dalian is open and popping again, though 700 this time.
David Llewellyn-Smith
7 years ago
Daily oil and LNG price update (equilibrium)
The Brent oil price rebounded strongly on Friday to $56.69.
David Llewellyn-Smith
7 years ago
1
Big Iron firms again
Dalian is roughly flat today after overnight gains: Big Iron is modestly up too though FMG’s possible double top still lurks: Big Gas is rebounding after OPEC minister comments supported oil: Big Gold is off.
David Llewellyn-Smith
7 years ago
3
How far will oil fall?
It’s rather suddenly an important question on a number of fronts.
David Llewellyn-Smith
7 years ago
3
Dalian opens, soars
Never let good sense get in the way of iron ore!
David Llewellyn-Smith
7 years ago
3
Do-nothing Malcolm hits state gas brick wall
The Do-nothing Turnbull government has clearly shifted from a policy of doing nothing to picking losers so that it can appear to be doing something while blaming others for it doing nothing.
David Llewellyn-Smith
7 years ago
6
Gold goes boom!
Dalian is open and up a few points: Big Iron is still down with BHP -0.6%, RIO -02% and FMG -1.4%, it’s monster double-top firming a little: Big Gas is off again: Big Gold is going boom!
David Llewellyn-Smith
7 years ago
2
Fortescue’s monster double top
Dalian is roughly flat during the day: Big Iron is too: FMG has formed what could be a monster double top though it needs to fall through $5.80 to confirm it: Big Gas is off on Macquarie’s downgrade: Big Gold is in heaven again!
David Llewellyn-Smith
7 years ago
Gittins sees gas reservation light
An idea whose time has come, from Ross Gittins: As the feds understood full well, once you can liquefy natural gas you can ship it overseas.
David Llewellyn-Smith
7 years ago
18
Macquarie shreds oil and gas outlook
And quite right too, they were far too bullish: Tighter balances in 2017 but surpluses return in 2018 & 2019 We expect Brent to average $57, $56, and $61 in 2017, 2018, and 2019 respectively.
David Llewellyn-Smith
7 years ago
2
China reopens, Dalian limit down
China is open again today and Dalian has returned limit down -6%.
David Llewellyn-Smith
7 years ago
Mirabile dictu: Gas reservation raises its head
Via the AFR: Malcolm Turnbull is prepared to discuss establishing a domestic gas reserve as part of his new energy security push but his plans for clean coal power stations have suffered a blow with the industry saying there was no appetite to invest in such plants.
David Llewellyn-Smith
7 years ago
11
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