Insight
US LNG into Europe - not for everyone
This report is currently unavailable
Report summary
Our expectation of Atlantic Basin price differentials suggests that full-cycle economics of most US LNG will be marginal. Despite this, Europe is still likely to receive significant volumes of US LNG, but we expect most US LNG coming into Europe to be dictated by global LNG pricing dynamics, and flows are likely to be volatile.
Table of contents
- Executive summary
- US LNG into Europe appears marginal
- Utilities sticking with what they can afford
- US LNG into Europe favours players with global ambitions
- Partnering and geography could underpin more US LNG into Europe
- Conclusions
Tables and charts
This report includes 4 images and tables including:
- Chart 1: Economics of US LNG into Europe*
- Chart 2: Potential US L-48 LNG contracted by type of off-taker
- Chart 3: WM forecast of US L-48 LNG flows by destination (H2 13)
- Chart 4: US LNG economics vs Europe - October 2013 forward market view
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
LNG short-term analytics: Demand tracker
Frequently updated short-term LNG demand forecasts (by regas terminal)
$4,000
Commodity Market Report
LNG short-term analytics: Storage tracker
Updated tracking of global gas and LNG storage, with a monthly datapack.
$4,000
Asset Report
EQT Corporation - Lower 48 upstream
Upstream valuation of EQT Corporation's assets.
$22,800