Q4 2018 North America LNG projects update: FIDs imminent on three Gulf Coast projects Report

Insight 13 December 2018

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Report summary

The US Gulf Coast remains the key growth province for North America LNG. There's been significant commercial progress in 2018, notably in the signing of long-term offtake to support project financing. Since September, Cheniere Marketing (CMI), Venture Global, Freeport LNG, Sempra, Tellurian and Woodfibre have all announced offtake agreements to underpin new capacity. FIDs are now imminent on three Gulf Coast projects. At least two others may not be far behind. But the sanctioning of LNG Canada in October shows that North America LNG is no longer solely a Gulf Coast play. Additional west Canadian capacity could further help open Canadian supply to global markets, and we are now seeing momentum around Mexico as an alternative export route for US production.

Recent developments
- Highlights
US Gulf Coast
- Expansions
- Sabine Pass Train 6: plans have been firmed up
- FID is imminent, contingent on financial close
- Brownfield
- Golden Pass: terminal and export project joint ventures aligned
- FID is imminent, contingent on EPC contract
- Greenfield – modular/mid-scale
- Calcasieu Pass: success in signing EPC
- FID is imminent, contingent on financial close
- Driftwood: momentum following Vitol deal
- FID is possible in 2019, contingent on marketing & financing
- Other North America
- Woodfibre (Canada)
- FID is probable in 2019, contingent on execution of EPC contract
- Costa Azul Phase 1 (Mexico)
- FID is possible late 2019, contingent on EPC, permitting, equity investment by offtakers
- FERC goes big – update
Train start-ups

Tables and charts

This report includes 6 images and tables including:

Start of LNG Exports
N. America sales (2018) – by seller
N. America sales (2018) – by month signed

FERC queue
US LNG terminal locations
Canada: status of federal environmental assessments

What's included

This report contains:

Q4 2018 North America LNG projects update: FIDs imminent on three Gulf Coast projects

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