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
Reports of an imminent US-Canada trade deal to halve Section 232 tariffs on aluminium
The US and Canada on the verge of a trade deal that could cut S232 aluminium tariffs by 25%. How would this play out?
$1,050
Insight
Global steel downstream products 2026
Downstream steel market analysis: flat and long products.
$1,050
Insight
LNG short-term webinar: July 2026
Global gas prices have rallied since mid-July after the US-Iran interim peace agreement collapsed.
$1,050
