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Australian LNG
Daily LNG price update (Oz LNG a “grave mistake”)
Brent piled on 5% last night to end at $49.92.
David Llewellyn-Smith
9 years ago
7
Credit Suisse: Santos worthless
From CS: If I had to live without you (PNG LNG)…There are buyers for all Santos’ assets, just at a price.
David Llewellyn-Smith
9 years ago
2
Citi downgrades Origin
In a superb case of sell side wackness, Citi has today downgraded ORG to neutral: Company risk has increased, premium to peers unfair — While investors have long been focused on the outlook for STO’s balance sheet we think that the outlook for ORG deserves just as much if not more attention from investors.
David Llewellyn-Smith
9 years ago
1
Daily LNG price update (another casualty)
Brent oil caught the general updraft in stocks last night and rose to $48.08.
David Llewellyn-Smith
9 years ago
Daily LNG price update (OPEC war)
The Brent oil price fell again last night, another percent to $47.48 as I write.
David Llewellyn-Smith
9 years ago
1
The great LNG burning resumes
I’ve made no secret that in my view all Australian LNG producers are going to see equity prices back in 2003 ranges before too long and today’s technicals provide more evidence that we are well on the way.
David Llewellyn-Smith
9 years ago
5
Bloxo goes full LNG bull
From Bloxo: Australia’s much-anticipated ramp up in liquefied natural gas (LNG) exports has not arrived yet, but it will be here soon.
David Llewellyn-Smith
9 years ago
20
Daily LNG price update ($20 oil?)
While I was away Brent oil bounced around but ended up pretty much unchanged at $48.15.
David Llewellyn-Smith
9 years ago
Australia’s spectacular LNG malinvestment
Leith van Onselen
9 years ago
63
Dead cat struggles to raise ASX
Given the size of last night’s moves in the US and commodity markets, big iron ore and gas is behaving with veritable sobriety undoing only a small portion of recent damage.
David Llewellyn-Smith
9 years ago
1
Daily LNG price update (short squeeze)
And so, Brent oil rips, up 10% in one night on no news: It’s called a short squeeze and was one to behold, the largest since March 2009.
David Llewellyn-Smith
9 years ago
Iranian oil flows
David Llewellyn-Smith
9 years ago
4
Daily LNG price update (a very bad day)
Brent oil caught a break last night as weekly data turned up 1% or so to $43.63.
David Llewellyn-Smith
9 years ago
6
Taking stock of destroyed LNG equity
LNG is generally down again today as the oil price still looks very weak and will probably go lower.
David Llewellyn-Smith
9 years ago
4
Daily LNG price update (consolidation)
Oil managed a modest 2% rebound last night to $43.25 but the chart says it all: Whether we can stick it here I doubt but let’s wait and see.
David Llewellyn-Smith
9 years ago
1
Daily LNG price update (crash)
David Llewellyn-Smith
9 years ago
4
Oil, LNG collapse
David Llewellyn-Smith
9 years ago
3
Daily LNG price update (more carnage)
The Brent oil price is in free fall, closing Friday night at $45.30.
David Llewellyn-Smith
9 years ago
3
LNG destruction (update)
So, the share market has lit up with LNG selling and the damage is extensive.
David Llewellyn-Smith
9 years ago
2
Santos profit shock, CEO resigns
The LNG crash just turned nuclear. Santos announced first half net profit of $37 million versus $80 million expected. The full year target is $253 million. Fat chance. For some stupid reason it retained its dividend (with a 25% cut) and denied the need for a capital raising.
David Llewellyn-Smith
9 years ago
42
Daily LNG price update (Origin’s unicorn)
The Brent oil price is in free fall.
David Llewellyn-Smith
9 years ago
1
Origin slaughtered, cuts 800 jobs
David Llewellyn-Smith
9 years ago
22
LNG carnage
Phew, it’s awwn.
David Llewellyn-Smith
9 years ago
8
How does the Australian dollar impact LNG?
Several readers have asked recently how the Australian dollar impacts LNG.
David Llewellyn-Smith
9 years ago
2
Daily LNG price update (hammered)
Brent oil finally cracked lower last night, tumbling 4% to $47 as I write: It has taken out a new intraday and closing low and is in free air to fall to GFC support levels around $40.
David Llewellyn-Smith
9 years ago
4
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