Insight
US LNG exports: upping the upstream ante
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?
Table of contents
- 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
Tables and charts
This report includes 5 images and tables including:
- Summary of participation options
- Short-term global gas spot prices
- US LNG export capacity by project
- Producer scorecard
- Additional observations map
What's included
This report contains:
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