The rise of the LNG portfolio player

 

The LNG industry can be notoriously inefficient in delivering LNG. Australian LNG is being delivered to Mexico while cargoes in South America were shipped to Japan and Korea. Can LNG players reduce inefficiencies through cooperation amongst sellers?

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In the last video of the series, Zhi Xin Chong, Principal Analyst for Asia Gas & Power and LNG Corporate Service, looks at cooperative deals between sellers with large offtake commitments as they seek to improve margins in a market prone to low prices.

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An influx of new entrants into the market and a highly uncertain demand outlook increase the requirement for flexible LNG. Our LNG Corporate Service looks at corporate dynamics in the LNG industry analysing the LNG strategy and assets of 12 of the key players including Chevron, ExxonMobil, Qatargas, Shell, BP, Gas Natural Fenosa, BG, PetronasRasGas, Eni and Total, providing accurate assessments of flexible LNG supply within each portfolio, and outlining the strengths, weaknesses, opportunities and threats faced by each company.

We attended LNG 18 in April where Noel Tomnay, Head of Global Gas and LNG Research, presented at the Commercial Innovation for Future LNG session. 

For a full copy of Noel's presentation on LNG dynamics and the corporate landscape and to receive our latest infographic, register your details below.


The rise of the LNG portfolio player


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