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…
The three schools of thought on US LNG
The widening split in how North American operators are approaching the next LNG wave
