bearish
Don't Write off Further Aussie LNG Supply Growth: Positive for WPL AU; Negative for US LNG Players
424 Views29 Jan 2019 02:50
We think the market is underestimating global LNG supply in the early to mid-2020s from current facilities: initially we look at Australia, which...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 10-minute read)
Discussions
(Paid Plans Only)
Anish Kapadia
Global energy equity and oil & gas macro analyst
- Another US LNG Project Goes Ahead: Positive for the Contractors; Negative for Others Looking to FID25 Feb 2019
- NextDecade’s Oil-Linked Contract Offering Signals More Hurdles Ahead for US LNG Project Developers23 Feb 2019
- Quick Take: Asian LNG Spot Prices Fall Below the UK NBP Gas Price02 Feb 2019
- LNG Producers Outperform as More LNG from the US Is Coming into the Market25 Jan 2019
- Soaring Spot Charter Rates Could Herald a New Upcycle for the LNG Shipping Industry04 Dec 2018
x