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
LNG FID tracker Q2 2026: Four projects were greenlighted in 2026 to date
Delfin midstream greenlighted the first US FLNG vessel. This followed the FID for 9.5 mmtpa Commonwealth LNG.
$1,050
Insight
US and Iran sign MoU to extend ceasefire by 60 days
How quickly can Qatar resume LNG production?
$1,050
Insight
Ledgers vs legacy: shaping the future of emissions accounting in oil and gas
A dive into the impacts, issues and challenges behind a new industry-backed carbon accounting initiative.
$1,150
