Insight

CSG-LNG supply breakevens: develop or defer?

Loading current market price

Get this report

Loading current market price

Get this report as part of a subscription

Enquire about Subscriptions

Already have subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

For further information about this report submit the form below.

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 contains

  • Document

    CSG LNG supply breakevens develop or defer.xls

    XLS 200.50 KB

  • Document

    CSG-LNG supply breakevens: develop or defer?

    PDF 547.32 KB

  • Document

    CSG-LNG supply breakevens: develop or defer?

    ZIP 635.52 KB

Table of contents

No table of contents specified

Tables and charts

This report includes 6 images and tables including:

Images

  • 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
    
            
            
            
            
            
            
            
            
    

Questions about this report?

  • Europe:
    +44 131 243 4699
  • Americas:
    +1 713 470 1900
  • Asia Pacific:
    +61 2 8224 8898