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  • Insight

    Pembina Pipeline acquires Jordan Cove LNG in Veresen deal: Q2 2017 North America LNG projects update

    • 04 May 2017

    We highlight the progress and any delays to proposed North American LNG projects.

    $1,050.00

    Summary

    Pembina Pipeline will gain control of Jordan Cove LNG through its CAD$9.7 billion (US$7.1 billion) acquisition of Veresen. Jordan Cove LNG and the proposed 232-mile Pacific Connector pipeline will cost upwards of US$8 billion to develop, the scale of which posed risks for a company of Veresen's size. The enlarged company will be better positioned to pursue its development. Along with its recent marketing progress, as well as restarting its regulatory review, the deal gives the project added momentum. Other pre-FID projects in focus this update include: Golden Pass received non-FTA authorisation for up to 15.6 mmtpa Developer of Rio Grande LNG, Next Decade, announced a reverse merger with NASDAQ-listed Harmony Merger Delfin FLNG was authorised to construct the proposed deepwater port, offshore Lousiana Texas LNG awarded a pre-FID engineering and post-FID EPC services contract for its two-train 4 mmtpa project Driftwood LNG is marketing fixed price LNG at $8.00/mmbtu

    What's included

    • Document

      Pre-FID US LNG Key takeaways from five new asset updates Q2 17.pdf

      PDF 1.34 MB

    • Document

      Q2 17 North America LNG FID Tracker.xls

      XLS 2.27 MB

    • Document

      Pembina Pipeline acquires Jordan Cove LNG in Veresen deal: Q2 2017 North America LNG projects update

      PDF 413.58 KB

    • Document

      Pembina Pipeline acquires Jordan Cove LNG in Veresen deal: Q2 2017 North America LNG projects update

      ZIP 2.05 MB

  • Commodity market report

    North America gas short-term outlook September 2017: Haynesville production weighs on 2018 prices

    • 22 September 2017

    A La Nina forecast buoys winter prices but in 2018 we've lowered our expectations due to production growth and decreased demand

    $1,350.00

    Summary

    Exceptionally mild weather and hurricanes decreased September demand. And while it remains tighter than normal, the supply-demand balance has begun to loosen. Production growth is strong in the Permian and we expect the same in the Northeast as new pipeline capacity comes online. And we have upgraded our Haynesville production outlook due to chokes that are improving well performance--our 2018 price outlook now averages $2.85/mmbtu, albeit with some upside if winter weather is cold or if drilling continues to soften.

    What's included

    • Document

      Basis Outlook.xls

      XLS 133.00 KB

    • Document

      Demand Detail.xls

      XLS 698.00 KB

    • Document

      Industrial Index.xls

      XLS 124.00 KB

    • Document

      LNG Detail incl Export.xls

      XLS 226.50 KB

    • Document

      NGL Price Outlook.xls

      XLS 117.50 KB

    • Document

      Northeast Takeaway Capacity.xls

      XLS 511.00 KB

    • Document

      Power Demand Curve.xls

      XLS 124.50 KB

    • Document

      Price Outlook.xls

      XLS 137.00 KB

    • Document

      Storage Outlook.xls

      XLS 155.50 KB

    • Document

      Supply Demand Balances.xls

      XLS 313.00 KB

    • Document

      Supply Detail.xls

      XLS 289.00 KB

    • Document

      North America gas short-term outlook September 2017: Haynesville production weighs on 2018 prices

      PDF 483.07 KB

    • Document

      North America gas short-term outlook September 2017: Haynesville production weighs on 2018 prices

      ZIP 1.96 MB

  • Insight

    The new balance: long term implications of Asia gas and LNG

    • 17 July 2017

    The rebalancing of LNG market will be driven by strong growth in Asia gas demand, especially in China.

    $1,050.00

    Summary

    Oversupply in the LNG market will not last forever as Asian gas demand continues to grow strongly. But the development of new LNG supply is being challenged by low prices and high project costs. Expect a bumpy road to market recovery.

    What's included

    • Document

      The new balance - long term implications for Asian gas and LNG.pdf

      PDF 1.99 MB

    • Document

      The new balance: long term implications of Asia gas and LNG

      PDF 247.84 KB

    • Document

      The new balance: long term implications of Asia gas and LNG

      ZIP 2.03 MB

  • Company report

    BP oil and gas exploration summary

    • 25 August 2017

    BP has focused its exploration strategy back towards deepwater and conventional sectors, as well as pivoting towards gas-value chains.

    $2,450.00

    Summary

    BP was already well-placed financially to enter the down cycle following the Deepwater Horizon incident. BP had already simplified and re-shaped its portfolio and the oil price crash provided fresh impetus in its drive to re-engineer its portfolio to operate in a low price world. The business has re-focused back towards the deepwater and conventional sectors, giving it one of the tightest portfolios amongst the Majors peer group.The company has since pivoted towards gas value chains to help balance the portfolio and increase weighting to large-scale, long-life assets.A balanced approach to longer-term growth will see investment in higher-value near-field opportunities take precedence over higher-risk frontier exploration.

    What's included

    • Document

      BP.xls

      XLS 641.50 KB

    • Document

      BP oil and gas exploration summary

      PDF 562.13 KB

    • Document

      BP oil and gas exploration summary

      ZIP 770.09 KB