The three schools of thought on US LNG
The widening split in how North American operators are approaching the next LNG wave
US LNG FIDs continued apace in the third quarter, despite rising questions about the long-run economics and sky-high stakes for these investments, as we covered last week. But across E&Ps, LNG developers, and portfolio players, companies adopted starkly different postures this earnings season. Broadly, I would characterize the spectrum in three categori…
