Why the stakes in US LNG are so high

The economics behind the accelerating pace of FIDs

I cannot recall another time in my career when I’ve seen such a fissure between how companies with similar portfolios see the market.

At the beginning of this year, North American LNG export capacity totaled about 13 Bcfd, with an additional 13 Bcfd under construction at Corpus Christi, Plaquemines, LNG Canada, Golden Pass, Costa Azul, Port Arthur, Cedar…