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Vietnam — LNG to Power the 65% problem
One number in a decree is too low for lenders and too high for the grid. 1,624 MW of LNG power runs against a 22,524 MW target, the marginal…
8 hrs ago
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Marginal Barrel
1
Indonesia: The cheap gas you can’t buy
Indonesia promises factories gas at $6.50, delivers 46% of it, and pays for the rest in ways no budget line shows. The oil shock only made the bill…
Nov 7
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Marginal Barrel
2
1
Cost curves are not supply curves
The most-used chart in energy is quietly the most misleading. Here is what a breakeven does and does not tell you, and how we read one.
Nov 1
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Marginal Barrel
5
October 2026
Who sets the price of LNG in 2027?
A netback walk from Henry Hub to Tokyo Bay. A US cargo costs about $8.50 to deliver. JKM is $29.50. The gap is not a margin; it is the price of a…
Oct 25
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Marginal Barrel
1
Why Marginal Barrel Exists
Every energy price you've ever seen was set at the margin.
Oct 25
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Marginal Barrel
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