-
4-Week Analysis of LNG and Natural Gas Markets: September 25 – October 23, 2025
•
1. Emergence of Price Asymmetry During the four weeks from September 25 to October 23, JKM spot prices remained stable at approximately $11.27/MMBtu, while Brent crude declined by 9.2% and LNG shipping rates fell by 14.4%, revealing an asymmetric price trajectory. This asymmetry demonstrates that the LNG market is structurally decoupling from its traditional…
-
AI Systems: Technical Architecture and Functional Analysis: From Large Language Models to Personal Implementation
•
Introduction: Current State and Technical Challenges of AI Technology Artificial Intelligence (AI) technology, particularly Large Language Models (LLMs), has established a new paradigm in computational science following the emergence of ChatGPT in late 2022. While these systems superficially provide natural language dialogue interfaces, their essence lies in highly optimised probabilistic numerical computation systems. Fundamentally…
-
Advanced LNG Terminal Integrated Control System Design and Implementation Technology for Safety and Efficiency Enhancement
•
Chapter 1: Instrumentation and Control System Technical Specifications for LNG Terminals 1.1 Central Control Unit Configuration and Functional Requirements The central control unit in LNG terminals employs a high-reliability architecture centred on a Distributed Control System (DCS) to meet stringent operational requirements, including process control in extremely low-temperature environments of -162°C and continuous 24/7/365…
-
NFE Fast LNG Altamira Liquefaction Project | Comprehensive Analysis of the Gulf of Mexico’s First FLNG 20-Year Strategy
•
Introduction: NFE Company Overview and Project Background Recently, a medium-scale LNG liquefaction facility commenced commercial operations in Mexico, a country rarely associated with LNG liquefaction infrastructure development. Traditionally, LNG liquefaction facilities have maintained economic viability through large-scale operations and established business models by exporting to massive Asian consumption markets via large LNG carriers. The…
-
Economic Analysis and Future Prospects of Ammonia Cracker Technology: Decision Factors for Technology Selection Toward Rearising a Hydrogen Society
•
Introduction: Advantages and Bottlenecks of Ammonia as a Hydrogen Carrier Hydrogen is expected to serve as a central energy carrier in realising a decarbonised society, but the storage and transport of hydrogen itself present fundamental challenges. Hydrogen is a gaseous element at standard temperature and pressure, with an extremely low energy density. Liquefaction requires…
-
Fukushima Daiichi Nuclear Power Plant Decommissioning Project: Complete Analysis of the 81 Trillion Yen, 40-Year Plan and Corporate Role Distribution
•
The decommissioning project of the Fukushima Daiichi Nuclear Power Plant continues as an unprecedented technical challenge 14 years after the accident on March 11, 2011. This project is not merely a dismantling operation of nuclear facilities, but faces an ultra-high difficulty technical challenge unprecedented in human history: safely removing approximately 880 tons of molten…
-
Three-Week LNG Market Analysis: Price Trends, Geopolitical Impact & Future Outlook (August 2025)
•
Key Takeaways Market Overview: Summer 2025 Adjustment Phase The LNG market in summer 2025 is in an adjustment phase. JKM prices recorded highs in the mid-$14/MMBtu range in mid-June before declining approximately 18% to $11.44/MMBtu by the end of August. This price movement reflects a return to price levels that reflect the fundamentals of…
-
LNG Market Analysis Report (July 10-31, 2025)
•
Evidence-Based Analysis of Market Dynamics The LNG market from July 10-31, 2025, exhibited two contrasting movements: price adjustments and rising freight rates occurring simultaneously. A detailed examination of weekly chart data reveals structural changes in progress that exceed market participants’ expectations. Phased JKM Price Adjustment July’s JKM price movement clearly divided into two distinct…



