Insight
US LNG into Europe - not for everyone
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.
What's included
This report contains
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:
Images
- 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
You may be interested in
Company report
PETRONAS LNG corporate summary
Company report
Eni LNG corporate
Company report
Apache oil and gas exploration summary
Questions about this report?
-
Europe:+44 131 243 4699
-
Americas:+1 713 470 1900
-
Asia Pacific:+61 2 8224 8898