Insight
US LNG cargo cancellations: who is most at risk?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
More than 20 companies have contracted for nearly all US LNG capacity. Normally, these could be expected to lift around 60 to 70 LNG cargoes per month through the summer, destined for markets all across the globe. But with the market oversupplied and cash margins on US LNG turning negative, all eyes are on how they respond. In this Insight we take a deeper dive into: • The buyers/tollers and their contracted capacity in terms of monthly cargo commitments • Those most likely to have cancelled and why; and whose volumes are still expected to flow • What 10, 20 or 30 cancelled cargoes per month means in terms of reduced feedgas to US LNG facilities and reduced LNG output
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
Managing the nitrogen challenge: how Permian gas is reshaping US Gulf Coast LNG
Increasing nitrogen content in LNG feedgas sources creates both challenges and opportunity
$950
Insight
Q1 2025 North America LNG Projects Update
US LNG industry is eager to move ahead with new developments and a supportive regulatory backdrop.
$1,050
Insight
Q4 2017 North America LNG projects update: Total buys into Cameron LNG
We highlight the progress and any delays to proposed North American LNG projects.
$1,050
