US LNG exports: upping the upstream ante
Vice President, Upstream Research
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Director, Americas Gas and LNG Research
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Analyst, Corporate Research
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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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