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How to catch the second wave of US LNG
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Report summary
With global market fundamentals looking increasingly tight, there is renewed momentum behind LNG investments, including in the US. But the second wave of US LNG is shaping up to be different from the first. Fixed fees and de-risked developer economics characterized the first wave, placing market risks in the hands of tollers and offtakers. Though the supply situation in North America remains compelling, securing access to the US grid’s infrastructure is less straightforward than during the first wave. Meanwhile, shifting market fundamentals in North America are challenging some of the existing commercial structures, while creating opportunities for new ones. Which offerings will succeed? Who is well-positioned in the context of the evolving market? And what will it take to catch the next wave?
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