Company Report
Engie LNG corporate
This report is currently unavailable
Report summary
Engie’s strategy is changing. The company is re-positioning itself to target cleaner fuels in anticipation of a low-carbon future. Gas into power, with its role as a transition fuel, is part of this shift. However, the extend to which LNG is core to this has been called into question by the recent discussions regarding the potential sale of part of its LNG business. The company is focusing on its integrated business model – building power assets, creating demand for gas/LNG as fuel and as back-up to intermittent renewable production. Leveraging its power experience could allow the group to strengthen its gas value chain via LNG/gas-to-power projects, gas/LNG infrastructure and retail activities. As it looks to internationalise, a key focus will be on rebuilding its offtake portfolio to replace expiring contracts from the 2020s.
Table of contents
-
Executive summary
- SWOT Analysis
- Recent developments
-
LNG strategy
- Engie's global strategy: a transition to cleaner energy
-
LNG assets
- Gas into LNG
-
Liquefaction capacity
- Operating/Post FID
- Planned/Pre FID
- Cancelled/on hold
-
Regas Capacity
- France
- Other European access
- Small-scale LNG and services
- Latin America
- Other large-scale
- United States
- Shipping
-
Supply-demand balances
- Table 5 Engie contracted LNG supply
- Figure 6 Engie contracted LNG supply
- France
- Short-term deals (<5 years)
- Long-term deals (5 years and more)
- Small-scale LNG and services
- New offtake will only temporarily increase flexible LNG
-
Value drivers
-
Contract pricing
- Engie contracted supply pricing
- Engie's committed LNG pricing
- Price spread arbitrage
- European gas market position
- WACOG/WAPOG: squeezed trading margins
-
Contract pricing
- Risks and uncertainties
Tables and charts
This report includes 24 images and tables including:
- Executive summary: Table 1
- Engie's disclosed LNG sales
- Contracted LNG into portfolio
- Table 1 Engie Upstream supply to LNG Liquefaction Plants
- Figure 1 Gas into LNG by equity
- Figure 2 Effective Liquefaction Capacity by Equity
- Table 2 Engie Liquefaction Capacity
- Table 3 Engie Regasification Capacity
- Figure 3 Engie's Regas Capacity
- Figure 4 Engie Shipping – Owned and Chartered
- Figure 5 Shipping Capacity vs Contracted Supply
- Table 4 Fleet Statistics
- Supply-demand balances: Table 1
- Supply-demand balances: Image 1
- Table 6 Committed LNG sales
- Figure 7 Committed LNG sales by import country
- Figure 8 Regional sales breakdown
- Figure 9 Engie Flexible LNG (mmtpa)
- Figure 10 Engie supply contracts
- Figure 11 Engie committed sales
- Figure 12 Engie supply contracts by basin
- Figure 13 Engie committed sales by basin
- Figure 14 Contract pricing summary
- Figure 15 WACOG and WAPOG
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
North America gas weekly update: LNG underperformance ending
Welcome back Freeport LNG
$1,700
Commodity Market Report
North America gas short-term outlook: Henry Hub generates support while Waha falls into an abyss
Can prices rebound to $3/mmbtu by the start of winter?
$2,000
Insight
China regas tracker 2024
Monthly update of LNG receiving terminals projects, storage capacity forecasts and available window slots offered by PipeChina
$950
