Why Nord Stream 2 could cost US gas producers US$5 bln
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Why the Henry Hub forward curve 2021 contango is underpinned by full US LNG utilisation
- Why Nord Stream 2 will dictate the European market balance in 2021
- What would be the implications on the US gas market?
- Conclusion
Tables and charts
This report includes the following images and tables:
- US LNG feed gas under-utilizations vs. associated gas production losses since 31 March 2020
- Forward prices: Henry Hub and TTF
- Forward prices: Henry Hub and TTF differentials vs US LNG economics
- Russian pipeline flows to Europe 2018-2021
- 2021 exports and European price levels
- US LNG feed gas capacity vs. under-utilization
What's included
This report contains:
Other reports you may be interested in
Nord Stream 2
The Nord Stream 2 pipeline was built to transport Russian gas to Europe across the Baltic Sea. Nord Stream 2 follows much of the route ...
$2,580Q3 WCSB: AECO crashing, operators holding steady
Gas realizations hold despite crashing gas prices. Liquids-focused gas operators continue to dominate. M&A saw heavy action.
$1,350Denmark other fields (sub-commercial)
Data on the fields we currently classify as sub-commercial are available below. Sub-commercial fields contain hydrocarbon volumes that ...
$3,720