US LNG exports: upping the upstream ante
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Robert Clarke
Vice President, Upstream Research
Robert Clarke
Vice President, Upstream Research
Robert leads our US onshore research, with a particular focus on the evolution of the tight oil sector.
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US LNG exports: upping the upstream ante
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Dulles Wang
Director, Americas Gas and LNG Research
Dulles Wang
Director, Americas Gas and LNG Research
Dulles delivers analysis of all aspects of the natural gas value chain.
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US LNG exports: upping the upstream ante
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How would a second wave of lockdowns affect oil and gas markets?
US LNG export growth is forecast to sharply rise in the coming years. JKM and TTF prices are multiples higher than Henry Hub. Many Lower 48 producers desire a LNG supply contract with international price exposure, similar to EOG and Apache, to capture the existing arbitrage.
In a recent webinar, our Upstream and LNG experts shared Wood Mackenzie's latest view on the liquefaction road ahead for US shale and discussed a series of data-driven benchmarks and scorecards ranking the 25 largest US gas producers.
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