Insight
Tellurian's new model US LNG
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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
Insight
IMO 2050 Setting sail towards decarbonisation
After oil bunkers peaks in 2025, LNG is the main source of market growth, with synthetic e-fuels becoming widespread in the 2040s.
$900
Asset Report
North Madura II
The North Madura II Production Sharing Contract (PSC) is situated offshore East Java, 6 kilometres north of Madura Island and adjacent ...
$3,720
Insight
New technologies outlook 2025 - executive summary
The energy transition presents a US$72 to US$117 trillion investment opportunity
$1,150
