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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
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