Insight
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11 Pages

How competition is taking shape to lead the next wave of US LNG


How competition is taking shape to lead the next wave of US LNG

Report summary

More than a dozen proposed US LNG projects with serious development ambitions are all competing to start production in the 2022-2024 window. Combined, they account for well over 100 mmtpa of capacity in the initial phases of development. Almost all are in the Gulf Coast, yet they vary in terms of overall market readiness, project design and technology, and proposed commercial structures. The market will decide which of these succeed, but developer-specific qualities will be key. For example, those that have gas trading capabilities and can offer more support on feedgas procurement will appeal to customers wanting a more traditional tolling contract. While for more innovative contract structures, much will depend on the project team's ability to secure finance. Large companies may have greater technical experience and financial clout but could lack the strategic focus of smaller players for which developing their LNG project is their sole business.  

What's included?

This report includes 1 file(s)

  • How competition is taking shape to lead the next wave of US LNG PDF - 1.24 MB 11 Pages, 2 Tables, 5 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.

  • Executive summary
  • Does the world want more US LNG?
  • A question of timing
    • Near-term contenders
    • The chasing pack
  • Conventional vs modular
  • Commercial structures
    • Tolling vs SPA
    • Value chain integration
    • LNG pricing
  • Financing
  • Developer focus
  • Unlocking the next wave
  • Appendix A

In this report there are 7 tables or charts, including:

  • Executive summary
  • Does the world want more US LNG?
    • How competition is taking shape to lead the next wave of US LNG: Image 1
  • A question of timing
    • Indicative FERC review timeline
  • Conventional vs modular
    • Comparison of EPC costs at proposed new facilities based on operator guidance
  • Commercial structures
    • How competition is taking shape to lead the next wave of US LNG: Table 1
    • Indexation: Oil vs Henry Hub*
  • Financing
  • Developer focus
    • Project attributes and attractiveness
  • Unlocking the next wave
  • Appendix A
    • How competition is taking shape to lead the next wave of US LNG: Table 2
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