Insight
Webinar recording: upping the upstream ante on US LNG exports
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Report summary
Video format can often enhance written research. And that’s what we’ve done with an Insight we published last month on partnership options and due diligence for Lower 48 gas producers and LNG developers. US gas export deals have only heated up since publishing a few weeks ago. ConocoPhillips just announced a Port Arthur LNG HOA with Sempra. Chevron signed a new 2.0 mtpa offtake agreement with Cheniere. And Tellurian has acquired additional upstream assets for its Driftwood project just south of the Haynesville. Click through to watch the recording and learn how specific upstream portfolios pair with the needs of LNG developers. Companies discussed include Cheniere, EOG, APA, EQT and Antero. Who might manage gas price risk via a supply deal? And what’s the likelihood of other E&Ps replicating the differentiated gas price realizations EOG saw last quarter?
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