Articles & Reports

U.S. Natural Gas: A Buyers’ Market For How Much Longer?

February 2012
This special guest article by Terry Newendorp appeared in the Oil Council’s Drillers and Dealers. Click here to read the article.

Iraq’s Power Crisis and the Need To Re-Engage the Private Sector – Smartly

February 2012
This Op-Ed, by John Sachs and Shamshek Asad of Taylor-DeJongh and Hussain Qaragholi of Phoenix Capital, appeared in the February 6 issue of MEES. To read the article, click here.

Pension Fund Direct Investments in Infrastructure

January 2012
Taylor-DeJongh’s article “Pension Fund Direct Investments in Infrastructure” appears in Global Infrastructure, Volume 2, published by Bingham McCutchen LLP. The full report can be found online at http://www.bingham.com/globalinfrastructure.

Wind Power in China: Signs of Industry Maturation

December 2011
ACORE’s Fall 2011 US-China Quarterly Market Review includes an article by Taylor-DeJongh on wind power in China, by John Sachs, Elia Cusimano and Eliza Notides.

Is the Sun Setting on US Renewables?

November 2011
Infrastructure Journal’s November 4 issue includes this opinion piece by John Sachs and Elia Cusimano.

Monetizing East African Gas

February 2011
This article by Wylie Clark appeared in the Oil Council’s Drillers and Dealers. Click here to read the article.

Government Support for Offshore Wind: What Can the US Learn from Europe?

May 2010
Click here to read this article, published in North American Clean Energy.

Financing Utility-Scale Solar Projects in the United States (Analyst Commentary)

May 2010
The cost of utility-scale solar projects is falling due to module production efficiency improvements and economies of scale. The presence of significant federal subsidies is also improving the economics of solar power. Utilities in various states are signing power purchasing agreements (PPAs) in order to comply with Renewable Portfolio Standards (RPS) and the solar project pipeline is growing rapidly. But investor appetite may prove limited amid a tight financing market and an uncertain outlook on federal subsidies, commodity prices and climate legislation. [Read More]

Marcellus Reignites Northeast Oil & Gas

February 2010
Financier Worldwide’s energy & utilities sector e-book, Powering the World 2010, features Taylor-DeJongh’s article on the Marcellus shale.

2010: The Return of the IOCs?

January 2010
This article on International Oil Companies, by Afonso Reis e Sousa, Eugene Zamastsyanin and Shamshek Asad, appears in the first issue of the Oil Council’s new publication, Drillers and Dealers. Click here to read the article.

Upstream without A Paddle: The Status of Global Oil & Gas

October 2009
William Clark’s article, “Upstream without A Paddle: The Status of Global Oil & Gas” has recently been published in Financier Worldwide’s 2009 e-book, International Mergers & Acquisitions: Executing Deals in the Economic Downturn. For more details on Financier Worldwide and information on gaining access to the 2009 e-book, please visit www.financierworldwide.com.

Commentary on Recent Oil Market Activity

September 2009
Opus Executive Partners commissioned a special report that explores the current natural resources markets and discusses recent market trends and activity. This report, entitled “Views from The City,” has nine articles from renowned market commentators, including this commentary on the oil market by TDJ Director Afonso Reis e Sousa.

Financing GCC Power Projects Post Credit-Crunch

August 2009
Financing GCC Power Projects Post Credit-Crunch is a preprint of an article published in Natural Gas & Electricity, copyright 2009, August, Wiley Periodicals, Inc.

Infrastructure Funds: Trends and Opportunities (Analyst Commentary)

 July 2009
The market for infrastructure funds has grown dramatically in recent years, as an abundance of opportunities in both developed and emerging markets has paved the way for increasing numbers of investment vehicles to successfully raise capital. Owing to investor appetite for infrastructure and the increase in opportunities worldwide, the average size of infrastructure funds increased from US$159 million in 2003 to US$3.3 billion in 2008.
[Read More]

Enter the Independents

May 2009
On the liquefaction side, the LNG industry has been dominated by international oil & gas majors both as project sponsors and as operators. Their experience, large balance sheets, access to markets and ability to underpin construction and offtake have been critical to successfully financing these large undertakings. As the industry matured and lenders became more comfortable with LNG market risks, the contracts underpinning liquefaction projects became increasingly flexible. Recent projects sponsored by supermajors have incorporated netback pricing, destination flexibility, spot market sales, and other arbitrage opportunities, even as the market faces credit constraints and construction challenges.

Read more of this White Paper prepared for Gastech 2009.