Company Report
Engie LNG corporate
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
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Regas Capacity
- France
- Other European access
- Small-scale LNG and services
- Latin America
- Other large-scale
- United States
- Shipping
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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
- 1 more item(s)...
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Value drivers
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Contract pricing
- Engie contracted supply pricing
- Engie's committed LNG pricing
- Price spread arbitrage
- European gas market position
- WACOG/WAPOG: squeezed trading margins
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Contract pricing
- Risks and uncertainties
Tables and charts
This report includes the following images and tables:
- 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
- 12 more item(s)...
What's included
This report contains:
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