Insight

How to make money on the second wave of US LNG

Get this report

$950

You can pay by card or invoice

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

- FAQs about online orders
- Find out more about subscriptions

09 October 2019

How to make money on the second wave of US LNG

Report summary

Despite the momentum surrounding new US LNG projects, it’s a fiercely competitive space for second wave project developers. The first wave of US LNG was sanctioned in a very different market environment – both globally and domestically. In reaction to changing market conditions and evolving buyer preferences, hopeful US LNG developers debuted new commercial offerings – most visibly with deals like NextDecade’s oil-indexed deal with Shell, Cheniere’s purchases from US producers Apache and EOG on international prices, or Tellurian’s upstream integration. But will these offerings revolutionize the US LNG industry? In this Insight, adapted from our presentation at September’s Gastech conference in Houston, we will explore: • Why developers are offering new commercial models; • The market opportunity for these offerings; and ultimately, • What it will take to be successful and make money on the second wave of US LNG

Table of contents

Tables and charts

This report includes 7 images and tables including:

  • First wave US LNG capacity (mmtpa)
  • Risk distribution of first wave US LNG projects
  • Henry Hub vs global prices ($/mmbtu, nominal)
  • LNG project capacity by FID year (mmtpa)
  • Permian supply, capacity and basis
  • Southwest Marcellus & Utica supply, capacity and basis
  • US Lower 48 production by company type

What's included

This report contains:

  • Document

    How to make money on the second wave of US LNG

    PDF 1.08 MB

  • Document

    How to make money on the second wave of US LNG - presentation slides.pdf

    PDF 1.10 MB