Insight
Q4 North America LNG projects update
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Interest in North American LNG has continued throughout Q4. Several North American projects are fully permitted, have signed or are negotiating Engineering Procurement and Construction (EPC) contracts, and are close to securing enough LNG Sales contracts to raise debt. As such, we could see a wave of Final Investment Decisions (FIDs) in 2023 and 2024. However, it is a competitive market and not all projects will go ahead. There is momentum behind several projects, but rising construction and borrowing costs are creating challenges. Higher costs will mean higher liquefaction fees are required to meet developer hurdle rates and may mean some signed SPAs need to be reopened, delaying project sanctioning and first production. How are projects best placed to overcome these inflationary pressures, and which will take FID?
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
Q4 North America LNG projects update: developers signal change in strategy
Developers are under pressure to make more progress on pre-FID projects and/or deliver better financial results. How is strategy changing?
$1,050
Insight
Q1 2025 North America LNG Projects Update
US LNG industry is eager to move ahead with new developments and a supportive regulatory backdrop.
$1,050
Insight
Q2 2024 North America LNG Projects Update
Cedar LNG reaches FID
$1,050
