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
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
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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 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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