POTEN & PARTNERS

Download Insight: ACI Green Ammonia Summit 2025 Graham Hoar Global Head of Hydrogen, Ammonia & Methanol, delivered an insightful presentation on "Green Ammonia - Are We Ready for Zero Carbon?" at the ACI's Ammonia Summit 2025. ?? Check out a summary of his key takeaways and download your copy: https://hubs.ly/Q03bzP0t0 #GreenAmmonia #EuropeanGreenAmmoniaSummit

Join us for our upcoming webinar: LNG Growth in an Uncertain Geopolitical Climate Our expert panelists will dive deep into the challenges and opportunities facing the LNG market today, including the impact of retaliatory tariffs, EU storage reforms, and shifting global policies. Panelists Include: Jason Feer – Global Head of Business Intelligence Kit Ling Wong – Head of Business Intelligence, Asia Pacific Steven Swindells – Senior LNG Analyst, Europe & Africa Meredith Freeman – Senior Editor Get the latest insights on how geopolitical tensions are shaping the future of LNG markets. Register now and secure your spot! https://hubs.ly/Q03bznj80 #LNG #Geopolitics

Overall, liquefaction fees for U.S. LNG projects are on a path to rise above $2.50/mmBtu due to a tight labor market, rising construction costs and stubbornly elevated interest rates, brokerage Poten and Partners said in a recent report to clients. Higher liquefaction fees could hurt the cost-competitiveness of U.S. LNG projects, especially if coupled with an increase in U.S. natural gas prices and or a drop in Brent crude oil prices, Poten warned. "On top of a labor shortage, inflation is driving up the price of equipment and materials," Poten said. Reuters https://hubs.ly/Q03bngMK0

At the Hydrogen Asia Conference 2025, Will Pulsford Manager of Consulting – Asia Pacific, provided valuable insights into the challenges of hydrogen transportation and the potential for repurposing existing infrastructure. To explore his key insights, download the full presentation here: https://hubs.ly/Q039jwcB0 #HydrogenAsia2025 #Hydrogen

In its most recent Tanker Opinion, Poten and Partners says that, based on data from freight pricing portal Vortexa, tankers made an estimated 12,108 U.S port calls in 2024 “We don’t know how many of these calls were made by Chinese operators or operators with Chinese built vessels in their fleet or operators with newbuildings on order at Chinese shipyards,” says Poten. “However, if we take a look at the current tanker fleet and the orderbook, we can get a general feel for the numbers. https://hubs.ly/Q039f5VH0

Check out our latest featured analysis from Poten's #LNG in World Markets: EU Rethinks Storage and LNG Policies to Bring Down Energy Costs https://hubs.ly/Q0395kCg0

Hear from an Alum! Geoff Sloan, a NYU School of Professional Studies alumnus, shares his experience and insights on how this training course empowered him to deepen his knowledge of the LNG and energy sectors. He’s now a senior analyst at Poten & Partners. Secure your spot for the LNG and Natural Gas: Energy Security and Transition Virtual Training Course - March 19-21. https://hubs.ly/Q038GFkk0

According to Poten & Partners Group, the global fleet of LNG carriers with a carrying capacity of more than 100,000 cubic meters as of December 31, 2024, included 668 vessels, with another 330 on order. Forecasts for 2025 indicate that a total of 102 new LNG vessels are expected to be delivered, reflecting increased demand and market needs. In addition, significant reference is made to the increase in LNG trading and the need for new and more efficient ship technologies to meet market demands. These developments may lead to additional orders for new LNG carriers, as well as adjustments to the existing fleet. The oldest and least efficient ships, according to Poten estimates, could be withdrawn from the market or converted into floating storage and regasification units (FSRU), offering new possibilities in the field of gas storage and transportation. Proto Thema https://hubs.ly/Q038q9vJ0

Check out our latest featured analysis from Poten's #LNG in World Markets Mid-Month: Germany’s Deutsche Regas Terminates FSRU Charter https://hubs.ly/Q038j6p00

We’re excited to share that Graham Hoar our Global Head of Hydrogen, Ammonia & Methanol, will chair the ACI's European Green Ammonia Summit in Düsseldorf, Germany, on March 5–6, 2025. He will deliver a keynote on the key factors shaping the readiness of green ammonia as a zero-carbon fuel. #GreenAmmonia #EuropeanGreenAmmoniaSummit