Insight

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

From

$1,050.00

You can pay by card or invoice

From

$1,050.00

You can pay by card or invoice

Get this Insight as part of a subscription

Enquire about subscriptions

Already have a subscription? Sign In

Further information

Pay by Invoice or Credit Card FAQs

Contact us

Submit your details to receive further information about this report.

For details on how your data is used and stored, see our Privacy Notice.
 

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 contains

  • Document

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

    PDF 1.24 MB

Table of contents

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

Tables and charts

This report includes 7 images and tables including:

Tables

  • How competition is taking shape to lead the next wave of US LNG: Table 1
  • How competition is taking shape to lead the next wave of US LNG: Table 2

Images

  • How competition is taking shape to lead the next wave of US LNG: Image 1
  • Indicative FERC review timeline
  • Comparison of EPC costs at proposed new facilities based on operator guidance
  • Project attributes and attractiveness
  • Indexation: Oil vs Henry Hub*

Questions about this report?

  • Europe:
    +44 131 243 4400
  • Americas:
    +1 713 470 1600
  • Asia Pacific:
    +65 6518 0800