Insight
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5 Pages

For sale: fixed price LNG


For sale: fixed price LNG

Report summary

A challenge for LNG fixed pricing offers is the current oil and LNG price outlook. Several Asian LNG buyers have highlighted the a fixed price offer of $8/mmbtu really doesn’t look that attractive. But fixed price LNG could be attractive to LNG into power projects in emerging markets. 

What's included?

This report includes 1 file(s)

  • For sale: fixed price LNG PDF - 341.04 KB 5 Pages, 0 Tables, 4 Figures

Description

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.

  • Key messages
    • Fixed price offer is at a premium to recent Asian LNG prices
    • A challenge for fixed pricing LNG offer is the current oil and LNG price expectations
    • Fixed pricing could offer index diversification but creates risk of being out of the money
    • The fixed pricing offer makes some legacy US LNG supply deals look expensive
    • Fixed price LNG improves prospects for gas to into power
    • Gas plants are cheaper to build but more expensive to run than alternatives
    • Portfolio LNG suppliers have an advantage compared to pre FID LNG projects

In this report there are 4 tables or charts, including:

  • Key messages
    • For sale: fixed price LNG: Image 1
    • For sale: fixed price LNG: Image 2
    • Fixed price LNG vs oil indexed deals
    • Cumulative CAPEX and OPEX of a single power plant burning fixed price LNG or coal without CO2 tax
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