US LNG exports: upping the upstream ante Report

Insight 14 June 2022

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Report summary

Our Upstream & LNG research teams sat down to explore the E&P portion of US LNG exports. What options will shale producers have to gain exposure to higher-priced global markets? Which US producers are best positioned to sign LNG supply contracts with international price linkages like EOG and Apache have done? And what differentiates the upstream businesses of the companies already exporting under contract?

Executive summary
US LNG exports exploding
- Price response
- Contracts, volumes, and producer interest
- Meet the optimists
- Pessimists see the downsides
- An example of what’s needed
Strategic goals, risks and tactics
Already there, close, or work to be done?
- Metric 1: current production
- Metric 2: unit production cost and tariff
- Metric 3: creditworthiness and liquidity
- Metric 4: inventory
- Today’s pipes still need tomorrow’s buildout
- Portfolio fit?
Messages for the (liquefaction) road ahead