| |
6 Pages

CSG-LNG supply breakevens: develop or defer?  

CSG-LNG supply breakevens: develop or defer?  

Report summary

High cost Australian CSG-LNG projects are reaching first production in a low price environment, within an Asia-Pacific market long in LNG supply. With operators looking to slash capital costs across their portfolios, how safe are these developments in this perfect storm? We believe margins have been squeezed but are still positive and development activity will continue. 

What's included?

This report includes 2 file(s)

  • CSG-LNG supply breakevens: develop or defer? PDF - 547.32 KB 6 Pages, 0 Tables, 6 Figures
  • CSG LNG supply breakevens develop or defer.xls XLS - 200.50 KB


This LNG Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

If you want to look at the trends, risks and implications of this topic, this report gives you an alternative point of view to help inform your decision making.

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
    • Margins are positive at US$50/bbl oil
    • The cost of upstream supply
    • Supply diversity and cost will increase over time
    • Focus on cost reduction
    • Economic assumptions and methodology

In this report there are 6 tables or charts, including:

  • Executive summary
    • Supply breakevens by area vs FOB LNG price at US$50/bbl oil*
    • CSG play breakevens by operated acreage*
    • Weighted average cost of supply, by operated acreage
    • Breakeven prices and volumes
    • Production by CSG play (2015-25)
    • CSG-LNG supply breakevens: develop or defer? : Image 6
Requester's name : .............
Department : .............
Authoriser's Name : .............
Authoriser's signature : .............
Date : .............
Cost Centre : .............

Questions about this report?

Frequently Asked Questions
  • Europe: +44 131 243 4699
  • Americas: +1 713 470 1900
  • Asia Pacific: +61 2 8224 8898
contact us

Why Wood Mackenzie?

Wood Mackenzie, a Verisk Analytics business, has been a trusted source of commercial intelligence for the world's natural resources sector for more than 40 years, empowering clients to make better strategic decisions with objective analysis and advice.

We work across every sector of oil, gas, power, renewables, chemicals, metals and mining, covering more than 150 countries. Our proprietary data and models are at the core of everything we do, ensuring our independent asset and company valuations are thoroughly robust and that we offer an accurate forward-looking view of economic indicators such as market supply, demand and price trends.

Our 500+ analysts are based in the regions they cover, cultivating an unrivalled depth of understanding to help clients accurately identify new opportunities, define their strategy and improve business performance.

At every stage, our teams readily collaborate and share their insight to provide an integrated perspective across entire industries. It is this unique and rigorous analytical approach that ensures we are recognised as the industry standard by the world’s most innovative organisations.