New LNG Projects: On-Track for a Bumper Year of Positive LNG Final Investment Decisions
We have been discussing our more bullish outlook for LNG project sanctions than market consensus for a while and remain very confident that the...
450 Views
M&A LNG Theme Back in the Spotlight with Total’s Entry in Mozambique LNG
This insight has been produced in collaboration with Anish Kapadia as a joint effort of the Smartkarma Energy and Commodities Team. With the...
635 Views
More Progress on LNG Projects: We Retain Our View of Much Higher than Consensus FIDs
Following the Q1’19 results season and the corresponding updates on companies’ LNG projects we have taken the opportunity to update the outlook for...
541 Views
More Volatility in the LNG Markets as JKM Drops Below TTF - Oil Majors Increase Exposure to US LNG
The JKM has halved its value since December, continuing its steady decline and dropping below the TTF, the benchmark for European LNG prices. Asian...
687 Views
Risk of Future LNG Supply Glut as Bubble of New Projects Grows
The rapidly improving outlook in the LNG industry over the last few years, reinforced towards the end of 2017 by the unexpected growth of demand...
657 Views