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20 Pages

Cheniere LNG corporate summary

Cheniere LNG corporate summary

Report summary

Cheniere is the first and biggest of the US LNG exporters. Its strategy of selling LNG on a Henry Hub linkage with a fixed fee provides it with guaranteed revenue, protecting it during a down turn in the market. Having recently started Sabine Pass Train 1, it has a further six trains under construction at Sabine Pass and Corpus Christi.  It has around  4 mmtpa of uncontracted volumes to market from it its first seven trains but it is also looking to secure SPAs to underpin more expansion trains.

What's included?

This report includes 2 file(s)

  • Cheniere LNG corporate summary PDF - 442.17 KB 20 Pages, 4 Tables, 11 Figures
  • Cheniere Data For Publishing.xls XLS - 698.00 KB


The LNG market is set to increase by 50% between 2015 and 2020. This spectacular growth is transforming the market, with many new companies entering the sector and changing the industry landscape. LNG buyers are becoming increasingly fragmented, while the new emerging markets have smaller demand needs. This shift has increased demand for portfolio LNG supply.

This report allows you to understand how this company uses its LNG supply volumes, market access and shipping assets to create value from its LNG business. It provides an overview of the company's LNG strategy, assets, LNG supply access, LNG market commitments to give an accurate forecast of its flexible LNG portfolio.

As the LNG business continues to expand, in terms of both the number of players and the absolute volume of LNG traded, it is vital to understand the position and strategy of key suppliers and competitors.

Offering bottom up market analysis for over 150 LNG supply assets, 28 LNG-importing countries and more than 500 LNG contracts, Wood Mackenzie is the definitive and trusted resource for the LNG industry. We use our robust database and expert industry knowledge to help you understand the dynamics of the global LNG industry and identify emerging trends and opportunities.

  • Executive summary
  • LNG strategy
    • Long term agreements to underpin trains
    • Liquefaction and marketing ownership structure
    • CMI Marketing
    • Lower utilisation of US LNG
    • Long term growth ambitions
  • LNG assets
    • Gas into LNG
      • Sabine Pass
      • Corpus Christi
    • Liquefaction capacity
      • Operating/Post FID
        • Corpus Christi
      • Planned/Pre FID
        • Sabine Pass Train 6 and Corpus Christi Train 3
      • Corpus Christi Trains 4-5
      • Other US based LNG projects
    • Regas
    • Shipping
  • Supply-demand balances
    • Committed LNG
      • Sabine Pass sales (Trains 1-5)
      • Corpus Christi sales (Trains 1-2)
      • Contract Commencement
      • CMI Volumes
      • Flexible LNG portfolio
  • Value Drivers
    • Procurement
    • Production efficiency
    • Contract pricing
      • Sabine Pass
      • Corpus Christi
    • CMI trading and marketing
  • Risks and uncertainties
    • Lower US LNG utilisation
    • Buyer attempts at contract renegotiation
    • Selling additional supplies in a globally oversupplied market

In this report there are 15 tables or charts, including:

  • Executive summary
    • SWOT analysis
  • LNG strategy
  • LNG assets
    • Liquefaction projects
    • Effective Liquefaction Capacity by equity (mmtpa)
    • Regas Projects
    • Regas Capacity
    • Cheniere Shipping - Owned and Chartered
    • Cheniere Shipping Utilisation (mmcm/MT LNG)
  • Supply-demand balances
    • Cheniere's sales contracts
    • Cheniere Committed Sales by Company to 2025
    • Cheniere Sales by Region to 2025
    • Cheniere Sabine Pass Sales to 2025 (Trains 1-5)
    • Cheniere Corpus Christi Sales to 2025 (Trains 1-2)
    • Supply-demand balances: Image 5
    • Cheniere's flexible LNG (mmtpa)
  • Value Drivers
    • Sales contract pricing
  • Risks and uncertainties
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