Insight
US LNG exports: upping the upstream ante
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
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 the following images and tables:
-
Summary of participation optionsShort-term global gas spot pricesUS LNG export capacity by projectProducer scorecardAdditional observations map
What's included
This report contains:
Other reports you may be interested in
Insight
US LNG cargo cancellations: why volatility comes before balance
Structure, timing, and company positioning all complicate how an oversupplied LNG market finds balance, with ripple effects on US gas.
$950
Insight
Coal seam gas to LNG – how has the industry developed and what next?
Where next for the world's largest coal seam gas play?
$1,350
