Insight
Energy Snapshot: Relative pricing, LNG flows, African opportunities and sector cashflows
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Report summary
Nearly all US gas rigs are now operating "in the money", and this raises the question of whether gas will pull back investment from more marginal oil plays. In Europe, LNG imports have continued to fall. We also look back at previous LNG supply forecasts and see that LNG supply growth has not come through as fast as previously expected.
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