Insight
Tellurian's new model US LNG
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Amongst US LNG projects, Tellurian's business model is innovative and differentiated, but will it work? The company plans to develop an integrated upstream-to-LNG business and to finance development via 100% equity investment. The rationale for upstream integration is to reduce margin leakage along the value chain and offer a more competitively priced product. By producing its own gas, Tellurian believes it can secure feedgas at below market prices. And by financing development entirely through equity investment, it avoids the need to raise debt. We assess the economic case for integrating upstream and the equity finance model.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Energy Pulse: Supply chain constraints limit the growth of gas-fired generation in the US
Renewables and storage, and slower retirements of coal plants, are needed to meet rising US electricity demand, driven by new data centres
$3,000
Insight
US-Iran tensions increase Iran's oil supply risks
Scenario analysis of both upside and downside risks to Iran’s oil supply
$1,350
Insight
Drilling in the new energy space: CCUS and geothermal
We delve into CO2 storage and geothermal drilling: locations, technologies, future developments, and the potential role of legacy wells.
$1,250
