Insight
Tellurian's new model US LNG
Get this report
$1,050
You can pay by card or invoice
Report summary
Amongst US LNG projects, Tellurian's business model is innovative and differentiated, but will it work? The company plans to develop an integrated upstream-to-LNG business and to finance development via 100% equity investment. The rationale for upstream integration is to reduce margin leakage along the value chain and offer a more competitively priced product. By producing its own gas, Tellurian believes it can secure feedgas at below market prices. And by financing development entirely through equity investment, it avoids the need to raise debt. We assess the economic case for integrating upstream and the equity finance model.
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
03 August 2018
China's tariffs on US LNG
Inform
China's tariffs on US LNG
China unveiled plans to put tariffs on US$60 billion worth of US goods. This includes a 25% import tax on US LNG into China.
$1,05019 September 2018
China to implement 10% tariff on imports of US LNG
Inform
China to implement 10% tariff on imports of US LNG
China has implemented a 10% tariff on US LNG imports with consequences both for short term LNG prices and long term LNG supply development.
$1,05016 March 2017
Global gas markets long-term outlook - Costs - H2 2016
Commodity Market Report
Global gas markets long-term outlook - Costs - H2 2016
We discuss the methodology and assumptions underlying our gas supply cost analysis in our Global Gas Model and Global Gas Service.
$2,700
Trusted by leading organisations
